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Checklists

RallyPoynt OS provides a variety of downloadable checklists to help you implement effective real estate business practices.

Onboarding Checklists

New Agent Onboarding Checklist

A structured checklist to ensure consistent and effective onboarding of new team members.

New Agent Onboarding Checklist (Excel)

An interactive checklist to track and manage the onboarding process of new team members.

How to Use These Checklists

  1. Download - Click the "Download" button to save the checklist to your device
  2. Customize - Open with the appropriate application and adapt to your needs
  3. Track Progress - Use to monitor implementation of key processes
  4. Review & Refine - Schedule regular reviews to keep materials current