TEAM MEMBER OFFBOARDING CHECKLIST
Team Member: ______________________________________
Role: ______________________________________
Final Working Date: ______________________
PHASE 1: DEPARTURE MEETING
Departure Meeting Completed
☐ Departure meeting held
Departure Details Confirmed
☐ Final working date confirmed
☐ Departure type confirmed
☐ Future plans discussed
☐ Transition timeline established
Knowledge Transfer Review
☐ Undocumented procedures identified
☐ Vendor contacts documented
☐ Password ownership reviewed
☐ Ongoing issues documented
☐ Key relationships identified
☐ Special responsibilities identified
Communication Plan Created
☐ Internal team communication plan created
☐ Client communication plan created
☐ Referral partner communication plan created
☐ Public communication decision made
Departure Discussion Completed
☐ Active clients reviewed
☐ Pending transactions reviewed
☐ Active leads reviewed
☐ Personal Database reviewed
☐ Team assets reviewed
☐ System access reviewed
PHASE 2: BROKERAGE NOTIFICATION
Brokerage Requirements
☐ Brokerage notified
Compliance Review
☐ Licensing implications reviewed
☐ License transfer completed (if applicable)
☐ Payroll requirements reviewed (if applicable)
☐ Brokerage offboarding requirements completed
PHASE 3: DATABASE & LEAD OWNERSHIP REVIEW
Personal Database Review
PD Strategy Determined
☐ Team will continue marketing
OR
☐ Contacts marked Closed
Personal Database Actions
☐ Personal Database reviewed in FUB
☐ Contact ownership reviewed
☐ Marketing permissions confirmed
☐ Notes added where required
Future Referral Arrangement
☐ Referral expectations discussed (if applicable)
☐ Agreement documented (if applicable)
Lead Reassignment
☐ Lead list exported
☐ Reassignment spreadsheet created
☐ Leads redistributed
☐ Follow Up Boss ownership updated
☐ Automations reviewed and reassigned
PHASE 4: ACTIVE PIPELINE REVIEW
Active Buyers
☐ Active buyer list reviewed
For each active buyer:
☐ New agent assigned
OR
☐ Buyer remains with departing agent
Active Sellers
☐ Active seller list reviewed
For each active seller:
☐ New agent assigned
OR
☐ Seller remains with departing agent
Pending Transactions
☐ Pending transaction list reviewed
For each transaction:
☐ Transition owner assigned
☐ Current status documented
☐ Conditions reviewed
☐ Key dates documented
☐ Outstanding tasks documented
If Leaving Real Estate Entirely
☐ Team assumes responsibility for active files
☐ Compensation discussion completed (if applicable)
PHASE 5: ACCESS MANAGEMENT
Access Reduction
☐ Permissions reduced during transition period
Systems Review
CRM & Sales Systems
☐ Follow Up Boss
☐ Referral Exchange
☐ Realm / MLS
☐ ShowingTime
Communication Systems
☐ Team Email
☐ Google Workspace
☐ Shared Calendars
☐ BombBomb
Marketing Systems
☐ Canva
☐ Social Media Accounts
☐ Website Access
☐ Marketing Platforms
Operations Systems
☐ Monday.com
☐ NexOne
☐ Webforms
☐ EOS
☐ DEXT
☐ LastPass
Additional Systems
☐ ____________________________________
☐ ____________________________________
☐ ____________________________________
Final Revocation
☐ Final access removal date established
☐ All access revoked on departure date
PHASE 6: RETURN OF TEAM ASSETS
Marketing Materials
☐ Signs returned
☐ Sign toppers returned
☐ Lockboxes returned
☐ Business cards returned
☐ Marketing materials returned
Office Assets
☐ Keys returned
☐ Office equipment returned
☐ Technology equipment returned
☐ Team apparel returned
Asset Verification
☐ Inventory checklist completed
☐ Return confirmed
PHASE 7: INTELLECTUAL PROPERTY & BRANDING
Branding Discussion Completed
☐ Team branding restrictions reviewed
☐ Permitted assets reviewed
☐ Restricted assets reviewed
Intellectual Property Review
☐ Team logos removed from future use
☐ Team templates removed from future use
☐ Team presentations removed from future use
☐ Team training materials removed from future use
Social Media
☐ Existing social media content reviewed
☐ Future branding expectations communicated
PHASE 8: REVIEWS & TESTIMONIALS
Export & Documentation
☐ Google Reviews exported
☐ Testimonials compiled
☐ Client feedback surveys compiled
Documentation
☐ Review spreadsheet created
☐ Permission guidelines communicated
PHASE 9: MARKETING & PUBLIC ASSETS AUDIT
Website Audit
☐ Update “Our Team” page on website
☐ Buyer process pages reviewed
☐ Seller process pages reviewed
Marketing Materials Audit
☐ Print material reviewed
☐ Listing presentations reviewed
☐ Buyer presentations reviewed
☐ Recruiting materials reviewed
Digital Content Audit
☐ YouTube videos/playlists reviewed
Asset Tracking
☐ Create an asset tracker
☐ Photos requiring replacement documented
☐ Videos requiring re-recording documented
PHASE 10: ROLE TRANSITION
Responsibility Transfer
Realtor Responsibilities
☐ Active clients reassigned
☐ Content commitments reassigned
Marketing Responsibilities
☐ Social media reassigned
☐ Blogs reassigned
☐ Video production reassigned
☐ Email campaigns reassigned
Operations Responsibilities
☐ Transaction coordination reassigned
☐ Financial processes reassigned
☐ Administrative workflows reassigned
Documentation Review
☐ Wiki documentation reviewed
☐ Procedures updated
☐ Missing instructions documented
☐ Replacement-ready documentation confirmed
Coverage Planning
☐ Temporary coverage plan established
☐ Hiring plan discussed (if applicable)
FINAL OFFBOARDING REVIEW
Communication Completed
☐ Team informed
☐ Active clients informed
☐ Pending clients informed
☐ Referral partners informed (if applicable)
☐ Public announcement completed (if applicable)
Completion Review
☐ All assets returned
☐ All access removed
☐ All clients reassigned
☐ All leads reassigned
☐ All responsibilities reassigned
☐ Brokerage requirements completed
☐ Marketing updates completed