Use job templates, candidate tracking, communication resources and a final hiring-file checklist to define expectations and keep recruitment organized.
Use screening scorecards, structured interviews, skills assessments and reference checks to gather evidence relevant to your assistant’s role.
Use first-day information, a 30–60–90 day plan, a role authority matrix and an SOP resource to organize training, clarify boundaries and document workflows.
From Defining the Role to Planning the First 90 Days
The Complete Hiring & Onboarding Toolkit brings together 15 practical tools for real estate agents, team leaders and brokerage owners recruiting an assistant or strengthening an existing support role. Your purchase includes: 1. Job Posting Template 2. Internal Real Estate Assistant Job Description Template 3. Candidate Tracking Spreadsheet 4. Candidate Communication Email Pack 5. Detailed Applicant Screening Scorecard 6. Structured Interview Guide and Scorecard, with a printable Interview Day Guide 7. Skills Assessment Pack, with separate candidate and evaluator resources 8. Reference Check Form 9. Employment Offer Letter Template 10. British Columbia Employment Agreement Template and Reference Sample 11. Final Hiring File Checklist 12. New Hire Welcome and First-Day Information Template 13. 30–60–90 Day Onboarding Plan 14. Role Authority and Escalation Matrix 15. Standard Operating Procedure / Workflow Template You’ll download a Start Here PDF containing links to the customer toolkit files, copying and downloading instructions, a suggested sequence tied to Books 1–3, and terms allowing use within your business. Files include editable Google Docs, an Excel workbook and PDF resources. Not every tool is supplied in an editable format. The British Columbia employment agreement materials are educational resources. Have the agreement template reviewed by a qualified B.C. employment lawyer before use. This collection contains the same resources offered in the separate Hiring Toolkit and Onboarding Toolkit. If you already own both, you already have all 15 tools. Books 1–4 and the assistant training course are sold separately.
Practical Resources to Support Each Stage
Created by Aligned Admin, this collection complements Books 1–3 of the Real Estate Assistant Hiring Guide series. It brings the hiring and onboarding resources together so you can move from defining the position and assessing applicants to preparing for your assistant’s arrival. Use the tools alongside the books for additional context, or follow the Start Here guide’s suggested sequence. Adapt the editable materials to your business and use the PDF resources to support planning, assessment and documentation. The toolkit supports your process. Hiring decisions, training, supervision and professional advice remain your responsibility.
Get Both Toolkits in One Collection
Get all 15 hiring and onboarding tools, plus a downloadable Start Here guide with links to the files. Organize recruitment, assess candidates and prepare a structured start for your assistant.
$1,199.00