Real Estate Agent Licensing and Onboarding
Complete agent onboarding: state license verification on ARELLO/NORA, document collection, criminal background check, E&O insurance confirmation, NAR Code of Ethics training, Fair Housing Act training, MLS access provisioning, and 30-day supervised transaction review. Built for operations teams — structured execution with approval gates and an audit trail.
For: Broker of Record and Agent teams running real estate agent licensing and onboarding
What this template includes
Process steps
- 1Agent intake — personal and professional information
- 2State license verification on ARELLO / NORA database
- 3Document collection — ID, W-9, and E&O insurance
- 4Criminal background check
- 5NAR Code of Ethics training
- 6Fair Housing Act training
- 7Checkpoint 1 — Broker of Record documentary approval
- 8Systems access provisioning — CRM, MLS, and email
- 9Assign supervising agent for 30-day supervised transaction period
- 10Field supervision log (first 30 days)
- 11Checkpoint 2 — 30-day review by supervising agent
- 12Onboarding completion and file archival
Why teams use this template
Complete agent onboarding: state license verification on ARELLO/NORA, document collection, criminal background check, E&O insurance confirmation, NAR Code of Ethics training, Fair Housing Act training, MLS access provisioning, and 30-day supervised transaction review. When this work runs through inboxes and ad-hoc spreadsheets, ownership gets fuzzy and evidence gets lost. Real Estate Agent Licensing and Onboarding gives you a 12-step process with 2 checkpoints and a built-in SLA so nothing slips between handoffs.
Built for teams led by Broker of Record and Agent: every task has a named owner, every approval routes to a real role, and the run history is the audit trail your auditors actually want.
The checkpoint tasks ("Checkpoint 1 — Broker of Record documentary approval" and "Checkpoint 2 — 30-day review by supervising agent") cannot be skipped — they're where the run produces evidence the next stage depends on. Overdue runs escalate automatically, and you start with structure instead of building it from scratch every time.
Ready to run this process?
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