New Agent Training Materials & Checklists
This resource gives agents structured checklists to simplify onboarding and training.
These Trainings & Checklists from US Prime Realty provide a structured roadmap for new real estate professionals, focusing on core competencies, daily prospecting habits, and high-standard client service.
Core Training and Skill Development
The training program emphasizes mastering the technical aspects of the real estate market:
Market Analysis: Agents are trained in absorption rate calculations, price per square foot analysis, and market adjustment techniques.
Comparable Sales: Training includes establishing criteria for selecting comparable sales and refining market presentation skills.
Property Evaluations: New agents are guided through conducting comprehensive property assessments and architectural reviews.
Daily Activity and Prospecting Checklists
A significant portion of the guide is dedicated to a high-intensity daily routine designed to build a consistent pipeline:
Morning Prospecting Block: Agents are expected to spend two hours each morning reviewing lead pipelines, making 10–15 “Sphere of Influence” contacts, and following up on all new leads received within the last 24 hours.
Direct Outreach: The daily checklist includes contacting 3–5 expired listings and 3–5 “For Sale By Owner” (FSBO) properties.
Client Maintenance: Daily tasks include sending market updates to past clients and updating the CRM with all contact attempts and outcomes.
Client Service Standards
US Prime Realty maintains strict “concierge-level” service standards for all agents:
Response Times: Agents are instructed to respond to all emails within 15 minutes and return all phone calls within 30 minutes.
Transaction Management: The checklist requires daily updates to active transaction clients and consistent documentation of all interactions in the CRM.
Professionalism: The training emphasizes a bilingual approach (English and Español) to ensure that language is never a barrier for clients.
