Building a New Agent Checklist

by | Mar 13, 2026

In previous Insights, I’ve encouraged you to spend some time quantifying your ideal recruiting prospect.

It may be helpful to go one step further and convert your collection of desirable characteristics into a checklist–especially for new agents.

Your checklist should include some basic screening items such as:

My ideal new agent recruiting prospect is…

-willing to focus full-time effort on being a real estate agent.

-financially stable and capable of working in a full-commission environment.

-able to use basic technology tools (email, texting, CRM, etc.).

But your checklist should also include more specific items that relate directly to your observations.

For example:

Individuals who excel in my office…

-love competition and typically played sports during their formative years.

-have always wanted to start and own a business.

-use systems to get things done in their personal and professional lives.

How long should you make your checklist?

Try to keep it to 10 items or less.

The purpose of any checklist is to reduce the number of errors that happen when a process is being executed.

Recruiting is no different.

Hiring managers are often driven by appearances, emotions, and other biases.

The checklist will keep you from being harmfully swayed.

 

The Simple Psychology of Real Estate Recruiting [2nd Edition]

Unlock the secrets of effective real estate recruiting. Revised to include actionable frameworks for sharper execution and to help you turn psychological theory into a repeatable recruiting system.

The #1 Source of Recruiting Success

The #1 Source of Recruiting Success

Raising follow-up to the level of being the most important recruiting activity requires many hiring managers to make a paradigm change. The interview/recruiting appointment is not the end of the recruiting process–it’s the beginning. It just gives you the right to compete for this prospect’s attention in the months ahead.