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AI Summary

The Agent Services Coordinator manages the end-to-end onboarding and activation process for real estate agents, including documentation, licensing verification, and system setup. They ensure compliance with regulatory standards while providing timely support and status updates to agents and internal teams.

Job Overview: 

The Agent Services Coordinator supports the onboarding and activation of real estate agents by managing administrative workflows, ensuring compliance requirements are met, and coordinating system setup. This role serves as a key operational resource responsible for processing documentation, verifying licensing, coordinating MLS and board registrations, and ensuring agents are activated accurately and efficiently. 

 

The ideal candidate is detail-oriented, organized, and service-focused, with the ability to manage multiple onboarding files simultaneously while maintaining accuracy and compliance. This role requires strong communication skills, proficiency with internal systems, and the ability to collaborate across departments to ensure a smooth agent onboarding experience. 

 

Responsibilities 

  • Process onboarding intake forms and ensure all required documentation is complete and accurate  
  • Review submitted paperwork for completeness and follow up on missing information  
  • Coordinate agent onboarding workflow from intake through system activation  
  • Ensure onboarding timelines and service level agreements are met  
  • Verify agent licenses through state regulatory databases 
  • Process license transfers and updates as required 
  • Ensure license status meets brokerage and regulatory requirements 
  • Coordinate MLS registrations and local board applications 
  • Prepare brokerage onboarding packets and agreements 
  • Ensure all compliance requirements are met prior to activation 
  • Maintain compliance checklists and documentation standards 
  • Escalate discrepancies or issues to leadership when needed 
  • Activate agents in brokerage systems once requirements are complete 
  • Coordinate handoff to support or success teams post-activation 
  • Handle inbound and outbound calls related to onboarding status 
  • Respond to tickets and internal requests in a timely manner 
  • Provide onboarding status updates to agents and internal teams 
  • Assist with general administrative tasks within Agent Services 

 

Qualifications 

  • 1–3 years of administrative, onboarding, or coordination experience  
  • Experience in customer service or support-based role  
  • Strong proficiency in Microsoft Office or Google Workspace  
  • Excellent organizational and time-management skills  
  • Ability to manage multiple tasks in a fast-paced environment  
  • Strong attention to detail and accuracy 

 

Preferred Qualifications 

  • Real estate or brokerage operations experience 
  • Experience with MLS systems or licensing processes 
  • Familiarity with onboarding workflows or HRIS/CRM systems 
  • Experience working with compliance documentation 

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