When a new agent needs to be onboarded: 

1. Make a COPY of this checklist

2. Rename it with the Agent's name at the end ex: BRT BUYERS AGENT ONBOARDING CHECKLIST: KELLY WEBER

3. Share this document to amy@bergenrealtyteam.com with the agent's contact information in the message section. Make sure to give editor access. 

4. Check off if the agent has signed their ICA 

5. If the agent has not signed yet please give specific instructions for next steps 

6. If agent is experienced and does not need to complete certain tasks cross them out to indicate that they can be skipped. 

Things to do when off boarding an agent: 

1. Make a COPY of this checklist

2. Rename it with the Agent's name at the end ex: BRT BUYERS AGENT OFFBOARDING CHECKLIST: <Name of Agent>

3. Share this document to amy@bergenrealtyteam.com/jenny@stacyesser.com with the agent's contact information in the message section. Make sure to give editor access. 

4. Ensure to Remove access to drives (reach our to Admin Console Manager in Google)