New Real Estate Agent Checklist (2025)

A new real estate agent checklist ensures you have everything you need to earn success and outpace the competition.

That's why we assembled this ultimate guide. We want to make sure you're prepared from day one of your new career.

Following these steps helps new agents stay focused, generate leads, and close deals sooner.

So, let's jump in and make sure you're on the right track.

Before Day One

Choosing the right brokerage is essential for your success as a new agent. Look beyond commission splits and focus on the support offered, such as training programs, lead generation, and the brokerage’s reputation.

A strong brokerage can provide the mentorship and tools needed to help you grow quickly.

Along with selecting a brokerage, creating a business plan is crucial—it outlines your marketing strategies, finances, and daily operations, giving you clear direction as you launch your career.

To establish a professional presence, invest in quality headshots for your social media profiles, website, and marketing materials.

A polished image helps you make a great first impression.

Additionally, write a real estate bio that highlights your strengths and what sets you apart.

If needed, use a template or hire a freelancer to ensure it reflects your personality and attracts potential clients.

First Day Of Being a New Real Estate Agent

The first day as a new agent is all about setting up your professional foundation.

Start by creating a dedicated email and voicemail with clear contact information, ensuring you’re ready to engage with clients right away.

Update your social media profiles and online platforms to reflect your new role, showcasing your brand and availability.

Finally, announce your new career to your sphere of influence—friends, family, and past colleagues—letting them know you’re open for business.

Personal connections often lead to your first deals, so spread the word early and frequently.

Staying organized from day one with these steps will ensure you’re on the right path to success.

Your First Month

In your first month, focus heavily on lead generation—aim for at least three hours a day to build your pipeline.

Tap into your brokerage’s tools and resources, such as training programs, mentorship, and marketing templates, to stay on track and develop essential skills.

Additionally, explore lead generation tools like REDX and Agent Crate to boost your efforts and connect with more prospects.

Networking is also key—attend events, both online and in person, to expand your connections and build relationships that will help grow your real estate business.

I want to mention our new real estate agent training program, From Rookie to Rockstar. This is video program that teaches you the fundamentals of being a real estate agent, how to find your first client, and close more deals.

It's taught by Richard Schulman, top KW real estate agent in the nation. Learn more about the program and see how it can launch your career into overdrive.

Deploy the Right Real Estate Technology

A strong tech stack helps you stay organized and efficient.

Start by using CRM software to manage your leads and client relationships—Wise Agent, Follow Up Boss, and HubSpot are great options for real estate professionals.

Incorporate transaction management and e-signature tools like Dotloop, DocuSign, or SkySlope to streamline paperwork and close deals smoothly.

For client interactions, explore virtual meeting platforms such as Zoom, BombBomb, and Microsoft Teams, which allow for seamless communication.

Finally, leverage social media marketing tools like Canva, Buffer, or Hootsuite to maintain a consistent online presence and engage with your audience.

With the right tech tools in place, you’ll be equipped to manage your business efficiently from the start.

Booking Your First Deal

Your first few deals will be both exciting and challenging.

Lean on mentors and experienced agents for guidance—they’ve been through it and can offer invaluable advice.

Staying organized with paperwork and meeting deadlines is critical to keeping everything on track and avoiding costly mistakes.

Clear communication with clients is essential during this time, as it builds trust and ensures a smooth experience.

Managing stress is also important—practice time management techniques, such as time-blocking, to stay focused and balanced throughout the process.

With preparation and support, your first deals will set the foundation for future success.

Make a Plan for When Things Go Wrong

Challenges are inevitable in real estate—deals may fall through, clients can be demanding, markets fluctuate, and rejection is part of the job.

Being mentally prepared for these bumps will help you stay focused and motivated. Develop resilience by learning from setbacks and adjusting your strategies as needed.

Maintaining a work-life balance is equally important to prevent burnout.

Build a financial safety net to manage periods between commissions, giving yourself peace of mind during slow times.

With the right mindset and preparation, you’ll be able to navigate challenges and keep moving forward in your career.

Ensure You're Always Growing

Ongoing growth is essential to thrive in real estate. Invest in continuing education and certifications to sharpen your skills and stay competitive.

Keep up with the latest tech tools and market trends to remain ahead of industry changes.

Set ambitious goals and regularly track your progress to stay motivated and focused.

Don’t forget to celebrate milestones and wins along the way—acknowledging your achievements keeps you energized for the next challenge and ensures long-term success in your career.

Final Thoughts on Our New Real Estate Agent Checklist

Starting a real estate career is overwhelming, but following this checklist will guide you through each phase, from getting started to closing your first deals and beyond.

By staying organized, leveraging the right tools, and continuing to grow, you’ll build a strong foundation for long-term success.

Stay adaptable, celebrate your wins, and keep moving forward—your hard work will pay off.

Also, don't forget to learn more about From Rookie to Rockstar. This is the quickest and easiest way to accelerate your career to new heights.