Scouting for New Agents:
Simplify the Recruiting and Onboarding Process

Recruiting new agents is a critical aspect of growing your real estate brokerage. However, the process can be time-consuming and complicated, from scouting top agents to onboarding new hires. In this article, we’ll explore how leveraging a guided recruiting flow, farming auto-sync, CRM for prospective agents, and auto-generation of user accounts can simplify the recruiting and onboarding process.

Scouting Top Agents

To attract the best agents to your brokerage, you need to know who they are and how to engage with them. With live data from MLS, you can easily research the top producers in your area and reach out to them with personalized messages. This will help you stand out from other brokerages and increase your chances of recruiting top talent.

Farming Auto-Sync

Another key advantage of MLS data is the ability to farm auto-sync, allowing you to target agents who are active in specific areas or markets. This makes it easier to find agents who are a good fit for your brokerage and can help you achieve your growth goals.

CRM for Prospective Agents

To keep track of prospective agents, you need a CRM that’s specifically designed for recruiting. With a CRM for prospective agents, you can easily manage and track leads, schedule follow-up activities, and monitor performance. This will help you stay organized and on top of your recruiting efforts.

Onboarding New Agents

Once you’ve recruited new agents, you need to onboard them effectively to ensure a smooth transition into your brokerage. This involves providing them with the necessary information, tools, and resources to succeed. One way to make the onboarding process easier is to send an electronic onboarding package that new agents can complete online. This package should include all necessary documents, such as agreements and licenses, and provide step-by-step instructions for completing the onboarding process.

Auto-Generation of User Accounts

Finally, to streamline the onboarding process even further, you can use auto-generation of user accounts. Once an agent completes the onboarding process, their access to the system can be automatically generated, making it easier for them to get started and begin working with clients.

eSign for All Your Important Documents

eSign technology simplifies the process of signing documents, saving time and hassle for all parties involved. With eSign technology, you can sign all your most important documents electronically without the need for a printer, scanner, or fax machine. This makes it easier for agents and clients to sign documents, especially when they are separated by distance.


Recruiting and onboarding new agents can be a complicated and time-consuming process. However, by leveraging a guided recruiting flow, farming auto-sync, CRM for prospective agents, and auto-generation of user accounts, you can simplify the process and increase your chances of success. Additionally, using eSign technology can make signing important documents easier and more efficient, saving time and hassle for everyone involved. With these tools and technologies at your disposal, you’ll be able to grow your brokerage and achieve your business goals.

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