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Live onboarding checklist

Your step-by-step move to Real.

This page now follows the uploaded Team Member Onboarding Checklist and preserves the action links from the source document. Use it when you have decided to make the move and need to know exactly what to complete, what to attend, and where to go next.

Review documents

Before you start

Gather the essentials first.

This checklist is easiest when the core application details are ready before you open the formal signup flow.

Ready check 1

Have your license, MLS, board, banking, payment, and tax details within reach.

Ready check 2

Keep your current brokerage, board, regulator, listings, and pending transaction notes handy.

Ready check 3

Open each official action link in a new tab, finish the item, then return here to mark it complete.

Source document sequence preserved

The uploaded checklist visibly moves from step 2 to step 4, so this page keeps that source numbering instead of inventing a missing step 3. For Canadian moves, confirm final licensing, board, regulator, and brokerage requirements with the appropriate official contacts before acting.

Step

1

Do this first when you are ready to begin the formal move.

Complete the Real application

Complete a Real Application by signing the Independent Contractor Agreement (ICA) and paying the Join Fee.

Detail items

8

Action links

3

Mark this complete after your application, ICA, join fee, sponsor details, banking details, and tax details are submitted.

Step

2

This happens after the application path is underway.

Coordinate license transfer day

A Team Specialist coordinates with Real’s Onboarding Coordinators and Brokers to transfer your license. You will receive an email from Onboarding when activated.

Detail items

3

Action links

1

Mark this complete after the transfer has been coordinated and you have received activation confirmation from Onboarding.

Step

4

Use Real’s live Agent Success Training schedule.

Attend Real Training, Real Broker Training

Attend Real Broker training sessions to learn reZEN, transactions, onboarding, marketing, and the live Agent Success resources available to Canadian agents.

Detail items

3

Action links

4

Mark this complete after you have attended training or reviewed the linked Agent Success and reZEN setup, navigation, and deal-entry resources.

Step

5

Thursdays at 4PM ET.

Attend Real Onboarding

Attend Real Onboarding to learn about the marketing resources available to help you build your brand.

Detail items

2

Action links

1

Mark this complete after you have attended the onboarding session or reviewed the onboarding resource.

Step

6

Do this once you are active, then keep it handy.

Visit and bookmark the Real KnowledgeBase

Visit and bookmark the Real KnowledgeBase to understand the resources and benefits available with Real.

Detail items

2

Action links

1

Mark this complete after the KnowledgeBase is bookmarked and you know where to search for Real support articles.

Step

7

Final confirmation step.

Confirm you are set up and know where to get help

You’re set up. If you have any questions, contact Real support.

Detail items

2

Action links

1

Mark this complete when you know where to get help and your remaining follow-up items are clear.