Real estate office offboarding checklist

Agents and assistants come and go often in real estate, and each one holds access to leads, listings and keys. This list covers what a brokerage or small team should take back.

Track it in Handover

Systems

Turn off their brokerage email.
Remove them from your CRM and reassign their leads and contacts according to your agreement.
Ask your MLS or association about updating their access and affiliation.
Remove them from shared transaction management, e-signature and showing apps.

Shared access and keys

Change shared logins for listing sites, social media and marketing tools.
Collect office keys and change door or alarm codes they knew.
Update lockbox or showing access codes they had.

Records

Update your website and team pages.
Record what was removed and collected, with dates.

Questions

Who keeps the leads when an agent leaves?

That depends on your agreement with the agent. Decide before their access is removed, and move the leads you keep to someone else first.