New Agent Onboarding form for a Transaction Coordinator

There are always simpler ways to do things! one here is a New Agent Onboarding form process. Leave it to your site with a form submission and you will get all the necessary details to get started with your new agent connection. Below is the preview of the form you can integrate to your site.

Personal & Contact Information

Full Name Preferred Name Phone Number Email Address Date of Birth Home Address

License & Brokerage Details

Real Estate License Number License Expiration Date State(s) Licensed In Affiliated with another brokerage? Yes No Transfer Documents Upload

Business Setup

Start Date with Brokerage Commission Plan Selection Team Affiliation (if any) Need company email set up? Yes No Need business cards ordered? Yes No Upload Headshot Bio for Website/Profile

Payment & Tax Info

Social Security Number or EIN Upload W-9 Form Upload Direct Deposit Info or Void Check 1099 or W2? 1099 W2

Compliance & Documentation

Upload Copy of Real Estate License Upload Government Issued ID Upload Signed Independent Contractor Agreement Brokerage Policy Manual Acknowledgment Yes No

Tools & Tech Setup

MLS Access Needed? Yes No CRM Access Needed? Yes No Preferred Email Domain Social Links / Website Info

Training & Orientation

Have you completed orientation? Yes No Preferred Training Times or Availability Would you like a mentor assigned? Yes No

Acknowledgments

Acknowledgement of Code of Ethics Yes No Acknowledgement of Marketing Policy Yes No Agreement to Follow State and Local Laws Yes No Signature Date Submit

Why Are Onboarding Forms So Important?

✅ Saves Time & Reduces Errors

Manually collecting agent details via email or scattered documents leads to:

• Lost information
• Missed compliance steps
• Duplicate requests

A centralized form ensures all data is captured correctly the first time.

✅ Ensures Compliance & Reduces Risk

Real estate has strict legal requirements. A structured onboarding form helps:

• Verify license status
• Confirm E&O insurance coverage
• Collect signed agreements (IC contracts, privacy policies)

Missing these steps can lead to legal and financial risks.

✅ Improves Agent Experience

A smooth onboarding process makes new agents feel:

• Welcome (good first impression)
• Organized (no confusion about next steps)
• Supported (quick access to tools and training)

Happy agents are more likely to stay long-term.

✅ Enables Faster Ramp-Up

With all details in one place, you can quickly:

• Set up CRM profiles
• Grant software access
• Assign mentors or training

A well-designed agent onboarding form isn’t just paperwork—it’s the foundation of a successful partnership. By digitizing, automating, and simplifying the process, you’ll:
✔ Save hours of admin work
✔ Reduce compliance risks
✔ Help new agents start faster

Need a ready-to-use onboarding form template? here’s the HTML you can integrate to you site – TEMPLATE

Check out Rebillion’s Real Estate Blog or explore how Rebillion.ai can simplify your transactions.