How to Onboard New Real Estate Agents Digitally | Dotloop

How to Virtually Onboard New Real Estate Agents

In collaboration with large brokerages around the country, dotloop created a digital HR Dashboard designed to reduce costs and streamline the onboarding process. See it in action below.

From Onboarding to Transactions in One Platform

Introduce new agents to the tech offerings through onboarding and showcase the capabilities of your internal operations.

Become a virtual brokerage

A 100% virtual brokerage

To attract top talent, today’s real estate brokerages need to be able to support their agents digitally, starting with a seamless onboarding process.

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Make agent onboarding easy

Simplify onboarding

Create a completely digital onboarding package from your current forms and checklists – making it easy to bring on new agents to your brokerage.

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Time and money savings

Time savings = money

Standardize the onboarding process and accelerate it with custom automation to regain hours that can be spent on recruiting and retention.

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We’ve been onboarding agents paperless for almost two years across all of our offices. I’m so grateful that we put this into place when we did because it has enabled us to continue onboarding new agents through a pandemic. Our favorite feature is the task lists that are implemented to hold our personnel accountable.

-Ashley Henry

HR & Payroll Administrator | Berkshire Hathaway HomeServices

Onboarding real estate forms templates

Create Digital Onboarding Packets

Make it easy for your HR personnel to share and sign onboarding forms like your Independent Contractor Agreement and the employee handbook. Also, use document placeholders to remember which documents need to be requested – W9s, driver license, etc.

Checklists Create Accountability

Empower your administrative staff to build a systematic onboarding process with custom checklists that break down a complex processes into attainable tasks.

Onboarding checklists templates

Automated Onboarding Workflows

Automate a Seamless Onboarding Experience

Implement automation that allows your HR department to collaborate with the finance and training teams to create an enjoyable onboarding experience for new agents.

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