Real Estate New Agent Onboarding Preferences Form

Real Estate New Agent Onboarding Preferences Form — Form Fields

This real estate template includes 9 fields. New agent onboarding form collecting system preferences, marketing needs, and training priorities. Free to customize and use on ZenBuild.

• Agent Full Name (text, required)
• Email Address (email, required)
• Phone Number (text, required)
• Start Date (text, required)
• Previous Real Estate Experience (dropdown selection, required) — options: No Experience, 1-2 Years, 3-5 Years, 5+ Years, Coming from Another Brokerage
• Primary Business Focus (dropdown selection, required) — options: Residential Buyers, Residential Listings, New Construction, Luxury, Commercial, Relocation, Rentals
• Technology Proficiency (dropdown selection, required) — options: Beginner, Intermediate, Advanced
• What areas do you need the most training in? (long text, required)
• Preferred learning format (dropdown selection, required) — options: In-Person Classes, Online/Self-Paced, 1-on-1 Coaching, Shadowing Experienced Agents