New Agent Onboarding and Compliance Checklist

Title:
Realty ONE Group MVP Onboarding and Compliance Checklist

Overview:
New agents joining Realty ONE Group MVP must complete several onboarding, system setup, and compliance steps before conducting business through the brokerage. This checklist outlines the required actions to ensure agents are properly activated in brokerage systems, understand compliance expectations, and are prepared to operate within brokerage protocols and Florida real estate regulations.

Key Guidance:

Onboarding Tasks
Complete the following initial onboarding steps:

• Sign your Independent Contractor Agreement (ICA).

• Complete the Onboarding Questionnaire.

• Watch the Welcome Video sent via email.

System Setup Tasks
Agents must complete the following system configuration requirements:

• Log into zONE.

• Complete your zONE profile.

• Upload a professional profile photo.

• Add a billing credit card as required by brokerage systems.

Compliance System Tasks
Set up and verify your transaction management tools:

• Log into SkySlope through zONE.

• Complete your SkySlope Suite profile.

• Log into SkySlope Forms and add your NRDS number to activate the appropriate forms libraries.

• Log into DigiSign and complete your profile, including signature preferences.

• Locate and review the Get Paid at Closing (GPAC) form and familiarize yourself with submission timeframes.

Broker Compliance Training
Agents must understand and follow brokerage compliance requirements:

• Complete TCPA compliance training.

• Review broker signature requirements, including the three-day file submission rule.

• Understand the five-business-day GPAC submission rule prior to closing.

Self-Driven Setup and Training
Agents are encouraged to complete the following setup and training resources:

• Join the brokerage’s private Facebook group: We Are MVP.

• Log into Listing to Leads and complete the platform setup and training.

• Review the ONE Resource Guide and set up the following systems:

  • ONE Suite

  • CRM

  • ONE mobile app

  • Agent website

Professional Development Resources

• Log into ONE University and explore available training.

• Review FAST PASS tools and programs available through the brokerage.

• Learn about the 6 C’s framework and how it applies to your role within the brokerage.

Compliance Notes:

• Florida brokers are required to supervise real estate activities and maintain accurate transaction records under Florida Statutes §475.25 and FREC Rule 61J2-10.

• Agents must maintain transaction files in the brokerage compliance platform (SkySlope) within required timeframes.

• Telecommunications marketing must comply with TCPA regulations, including consent requirements for calls and text communications.

• REALTORS® must maintain competence and professionalism under NAR Code of Ethics Articles 1 and 11.

Brokerage Protocol

• All listings must be signed by an authorized broker before being activated in the MLS or before offers are accepted.

• Buyer Broker Agreements, Compensation Agreements, Showing Agreements, and Pre-Touring Agreements may be signed by the agent but must be countersigned by an authorized broker by the next business day.

• Transaction Coordinators must be registered with the brokerage, trained on SkySlope and brokerage protocols, and have their own zONE login credentials.

• All listing and transaction files must be created in SkySlope within three days of execution of the agreement.

• TCPA compliance requirements are strictly enforced for all marketing and communication activities.

Bottom Line:
Completing your onboarding and system setup promptly ensures you are fully operational within Realty ONE Group MVP and compliant with brokerage and regulatory requirements. Follow this checklist carefully, complete all required training, and adhere to brokerage protocols to ensure your transactions move smoothly from start to finish.