CENTURY 21 Affiliated
Affiliated Agent Onboarding Checklist Office Notification email provided by Credentialing team: • The second email will have the agent’s orientation checklist, pre-filled with the agent’s credentials. • The Agent Concierge will then finalize the remaining items on the checklist.
Checklist Sections : • Agent Profile = pre-filled items done by the credentialing team • Credentials = pre-filled tasks done by the credentialing team • Marketing Packet = pre-filled requests to office for agent onboarding • Credentials Follow Up = Items the office will handle • Office Orientation = Items the office will handle • Tools & Resources = Items the office will confirm with the agent
Affiliated Agent Onboarding Checklist = Checklist pre-filled and included in notification from credentialing to the agent & office Affiliated Agent Onboarding Checklist Master Copy = Not prefilled can be found in Microsoft Teams > Affiliated Offices > Agent Onboarding Packets > (state)_Agent Onboarding Packet
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Last Updated: 4/15/2026
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