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Realtor Association - New Member Checklist

Welcome!

Your new member onboarding checklist.

Quick steps

  • For each checklist item, click the checkbox in the bottom-right of the item to mark it complete.
  • Some items include a file upload (paperclip or file icon). If a file is required, upload the document there. Staff cannot verify that item until the required file is uploaded.
  • The checklist does not automatically detect completion of external tasks (training sites, Zoom attendance, etc.). You must manually check the box for every item you complete.
  • When you finish all needed items, choose Submit for staff review. Staff will review your uploaded documents and completion marks.
  • If staff confirms your completion, both you and your managing broker will receive a confirmation email. Your managing broker can also view and track your progress.
Your Onboarding Progress 0%
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Upload Required
This item requires a document upload before it can be marked as complete. Please upload your file first.

One Last Check!

Double check! Are you sure you've completed all steps?

Submission Sent!

Your submissions have been submitted for review. You will receive either a confirmation email or an email detailing what's missing.

Important Disclaimer

This checklist is provided solely as a tool for your personal tracking. Marking items as complete does not serve as official confirmation of completion. All required documents must be uploaded for staff review and verification. Completion of onboarding requirements is subject to staff confirmation. Your managing broker will have access to view your progress and completion status. By creating an account and using this checklist, you acknowledge and accept these terms.

Email Member

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