Better Homes & Gardens Real Estate | Executive Real Estate New Agent Mobile App Onboarding Download from the Apple App Store or Google Play. Confirm brokerage login credentials before first use.
New Agent App Onboarding Sheet
Use this as the phone setup checklist for newly onboarded agents.
Agent Name: ________________________________
Start Date: __________________
Office: ________________________________
Trainer: _____________________
1. Required Day-One Apps
App
Use
Why the agent needs it
✓
[ ]
BHG Connect
Brokerage hub
Access brand tools, company updates, resources, and internal communication.
[ ]
SmartMLS
MLS access
Search listings, listing data, agent tools, and MLS workflow.
[ ]
ShowingTime
Showings
Schedule and manage buyer showings and seller feedback.
[ ]
Showami
Showing coverage
Find or accept showing assistance when coverage is approved by the brokerage.
[ ]
DocuSign
E-signatures
Send, sign, and manage transaction paperwork.
[ ]
Google Drive
File storage
Store buyer/seller docs, listing photos, PDFs, and onboarding files.
[ ]
Gmail
Business communication and file delivery.
[ ]
Google Calendar
Calendar
Appointments, showings, open houses, inspections, and deadlines.
[ ]
Zoom
Video meetings
Listing appointments, buyer consults, and team trainings.
[ ]
Google Meet
Video meetings
Alternate meeting platform for clients and internal meetings.
[ ]
Canva
Marketing
Social posts, listing flyers, open house pieces, and branded graphics.
[ ]
Regrid
Mapping
Parcel data, property boundaries, and ownership mapping for listings and prospecting.
Setup order: Email first, then calendar/drive, then BHG systems, MLS, ShowingTime, Showami, DocuSign, video meeting apps, and Canva.
2. Lead, Open House & Digital Contact Apps
App
Use
Why the agent needs it
✓
[ ]
Zillow
Leads / search
Consumer-facing listing search and lead follow-up.
[ ]
HomeLight
Lead / referral
Referral or seller-lead platform when assigned.
[ ]
Opcity
Lead routing
Online lead response platform when assigned by brokerage.
[ ]
Open House
Open house tool
Capture visitors and organize open house activity.
[ ] Digital business card QR code/contact sharing for networking and open houses. Only activate lead platforms the agent is actually assigned to. Turn on notifications for lead-response apps once the agent has brokerage approval. Popl
3. Marketing, Networking & Productivity Apps
App
Use
Why the agent needs it
✓
[ ]
Professional network Post closings, market expertise, recruiting content, and agent-to-agent networking.
[ ]
TikTok
Social video
Short-form listing, neighborhood, and education videos.
[ ]
Nextdoor
Local network
Neighborhood visibility and local referral conversations.
[ ]
Claude
AI writing assistant
Draft listing descriptions, captions, client follow-up, and training notes for review before sending
Use these for brand awareness, listing exposure, community content, recruiting visibility, and agent networking. AI-written content must be checked for accuracy and compliance before sending or posting.
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