Agent Offboarding
Not many of our agents leave the brokerage, but it does happen. Sometimes we let agents go and sometimes they leave on their own.
Process
- You'll receive an email from Eric letting you know the agent is leaving.
- You'll launch an offboarding project for the agent. (The offboarding template can be found here.)
- Don't invite the agent to the project. You'll communicate with them via email.
Key Offboarding Tasks
- Establish their last day with us.
- Establish a date to deactivate their Bramlett email address.
- Remove their access from key accounts (FUB, RealScale, Canva, etc.)
- Sometimes they need access to RealScale if they have pending contracts. Refer to task notes.
- Remove from website and other marketing items.
- Make sure their SOI gifts are discontinued.
- Make sure their license is moved.