Strata Real Estate & Leasing — Internal

New Agent
Onboarding
Checklist

From Day 1 Through First 90 Days
Agent Information
[Agent Full Name]
NV License #: [License Number]
Start Date: [Date]
Onboarding Completed By: Joanne Olimpo, Broker
STRATA
Confidential — Internal Use Only
—
Introduction
Welcome to Strata

This checklist is the official onboarding guide for every new licensee who joins Strata Real Estate & Leasing. It covers everything that must be completed before a new agent begins practicing under Strata's license — and the milestones that define a successful first 90 days.

Every item in this checklist exists for a reason. Strata holds its licensees to professional standards that protect the client, the brokerage, and the agent. Completing this checklist is not optional — it is the foundation of your relationship with Strata.

Onboarding Progress 0% Complete
Day 1
Activation
Week 1
Setup
Days 30
Integration
Day 90
Full Active
Before You Begin

No new licensee may conduct any real estate activity under Strata's license until Phase 1 (Licensing & Legal) is fully complete and confirmed by the Broker. This is not a formality — it is a legal and regulatory requirement under Nevada law.

I
Phase One
Licensing & Legal

All licensing and legal requirements must be completed and verified by the Broker before the new agent conducts any real estate activity under Strata's license.

1
Nevada License Verification
Day 1
Nevada Real Estate License — Active Status Confirmed
Broker verifies active license status on NRED website. License number recorded in agent file.
Broker
License Transfer to Strata Filed with NRED
Transfer of license to Strata Real Estate & Leasing, LLC filed with the Nevada Real Estate Division. Confirmation number recorded.
Broker
E&O Insurance Confirmed
Errors and omissions coverage confirmed — either under Strata's brokerage policy or agent's individual policy as required.
Broker + Agent
Independent Contractor Agreement Signed
Strata's Independent Contractor Agreement executed by agent and Broker. Original retained in agent file.
Both
Commission Split Agreement Confirmed in Writing
Commission structure, split percentages, and any applicable fees confirmed in writing and attached to the Independent Contractor Agreement.
Both
W-9 Form Completed and Filed
Agent completes IRS Form W-9 for 1099 tax reporting. Original retained in agent file.
Agent
Direct Deposit / Payment Information on File
Agent provides payment preferences and banking information for commission disbursement.
Agent
2
MLS Access
Day 1–3
Las Vegas REALTORS® (LVR) Membership Application Submitted
Agent applies for LVR membership under Strata's brokerage. Broker co-signs application.
Agent + Broker
MLS Access Credentials Received and Tested
Agent receives MLS login credentials and confirms ability to search, enter listings, and access all required MLS functions.
Agent
Supra / Electronic Lockbox Access Activated
Agent activates Supra eKey or equivalent lockbox system for property access during showings.
Agent
NAR Code of Ethics Training Confirmed Current
Agent confirms completion of NAR Code of Ethics training within required cycle. Copy of completion certificate filed.
Agent
II
Phase Two
Systems & Technology

Every agent at Strata operates using the same systems and communication standards. Consistency in technology protects clients, ensures professional communication, and supports Broker supervision.

3
Communication Setup
Week 1
Professional Email Address Established
Agent uses a professional email address for all client and brokerage communication. Personal gmail/yahoo addresses are not acceptable for client-facing communication.
Agent
Email Signature Set Up Per Strata Standards
Agent installs the approved Strata email signature template — name, title, license number, Strata contact information, and Equal Housing statement.
Agent
Professional Voicemail Recorded
Agent's phone voicemail identifies the agent by name and brokerage. Generic or personal voicemails are not acceptable for client-facing use.
Agent
Broker Contact Information Saved
Broker's direct phone, email, and escalation procedures saved and accessible to the agent at all times.
Agent
4
Transaction & CRM Systems
Week 1
CRM System Access Granted and Tested
Agent receives access to Strata's CRM system. Confirms ability to enter contacts, log activity, and manage lead pipeline.
Broker + Agent
Transaction Management System Access Granted
Agent receives access to Strata's transaction management platform. Confirms understanding of file submission and document upload procedures.
Broker + Agent
Digital Signature Platform Access Confirmed
Agent is set up on Strata's approved e-signature platform (DocuSign, Authentisign, or equivalent) and can prepare, send, and receive signed documents.
Agent
Cloud Storage / File Access Established
Agent has access to Strata's shared document library — forms, checklists, templates, and the Strata Compliance Library (Books 1–8).
Broker
5
Marketing Setup
Week 1–2
Professional Headshot Taken
Agent arranges a professional headshot suitable for business cards, social media, and the Strata website. Must meet Strata's professional image standards.
Agent
Business Cards Ordered Per Strata Brand Standards
Business cards designed and ordered using Strata's approved brand colors, fonts, and logo. Broker reviews and approves design before printing.
Agent + Broker
Social Media Profiles Updated
Agent updates LinkedIn, Facebook, and Instagram to reflect current brokerage affiliation. Profiles must include license number and Strata contact information where required.
Agent
Zillow / Realtor.com Profile Updated to Strata
Agent updates all public platform profiles to reflect Strata as current brokerage. Old brokerage removed from all listings and profiles.
Agent
III
Phase Three
Compliance Training

Every agent at Strata is required to read and understand the Strata Compliance Library before conducting any transaction under the Strata license. These books are not optional background reading — they are the operating standards of this brokerage.

The Strata Compliance Library

The Strata Compliance Library consists of 8 books covering every aspect of brokerage operations, compliance, ethics, and professional standards. Every new agent must read all 8 books and confirm understanding before their first transaction. The Broker is available to answer questions on any topic covered in the library.

6
Strata Compliance Library — Required Reading
Days 1–14
Book 1 — Broker Office Management & Compliance
Office policies, broker supervision, record retention, trust account oversight, advertising compliance, fair housing, and Strata operating principles.
Agent
Book 2 — Nevada Trust Accounts & Financial Controls
Trust account requirements, earnest money handling, financial recordkeeping, and Nevada law compliance for all funds received.
Agent
Book 3 — Property Management Operations & Procedures
Required for all agents who may assist with or refer to property management services.
Agent
Book 4 — Nevada Leasing & Property Management Compliance
Nevada landlord-tenant law, NRS Chapter 118A, leasing compliance standards.
Agent
Book 5 — Leasing Operations & Forms
Leasing procedures, forms, move-in/move-out documentation, and tenant communication standards.
Agent
Book 6 — Nevada Real Estate Ethics, Professional Standards & Risk Management
Ethics standards, professional conduct, risk management, and complaint handling procedures. Required before first client contact.
Agent
Book 7 — Sales Operations & Transaction Management
Full sales transaction procedures from listing or buyer consultation through closing. Transaction file checklists, offer procedures, and contract management.
Agent
Book 8 — Marketing, Brand Development & Lead Generation
Strata's marketing standards, brand guidelines, content approval process, social media standards, and lead generation procedures.
Agent
7
Key Procedure Reviews with Broker
Days 7–14
Agency Disclosure Procedures Reviewed with Broker
Agent demonstrates understanding of when and how to present the Duties Owed form, Consent to Act, and buyer/seller representation agreements per Nevada law.
Broker + Agent
Offer Writing Procedures Reviewed
Agent reviews the Strata offer writing standards, earnest money procedures, and contract submission requirements with the Broker.
Broker + Agent
Transaction File Checklist Requirements Reviewed
Agent reviews Strata's transaction file checklists for buyer, seller, and new construction transactions. Understands what must be in every file before it can be considered complete.
Broker + Agent
Broker Escalation Procedures Confirmed
Agent understands when to escalate to the Broker — agency conflicts, fair housing concerns, trust account issues, client disputes, legal questions, and any situation where uncertainty exists.
Broker + Agent
Advertising & Social Media Standards Reviewed
Agent reviews Strata's advertising compliance standards — all advertising must include license information as required, all social media must meet brand and fair housing standards.
Broker + Agent
IV
Phase Four
First 30 Days — Integration
8
Market Knowledge & Community Familiarization
Days 1–30
Drive All Strata Target Neighborhoods
Agent physically drives Mountains Edge, Rhodes Ranch, Summerlin South, Skye Canyon, Inspirada, and Spring Valley. Notes community amenities, new construction activity, and current listings.
Agent
MLS Market Report Review Completed
Agent reviews current MLS statistics for Strata's target ZIP codes — median price, days on market, months of supply, and recent sales activity.
Agent
Preview 10 Active Listings in Target Price Range
Agent previews at least 10 active listings in Strata's primary price range ($350K–$600K) to build product knowledge and market familiarity.
Agent
New Construction Builder Communities Visited
Agent visits at least 2 active builder communities in Strata's farming areas. Reviews co-op policy, registration procedures, and available inventory.
Agent
9
Business Development — First 30 Days
Days 1–30
Personal Contact Database Built
Agent builds initial contact database of at least 100 personal contacts — friends, family, former colleagues, neighbors, and acquaintances — entered into the CRM.
Agent
Personal Announcement Sent to Database
Agent sends a professional announcement to their contact database introducing themselves as a Strata licensee. Broker reviews and approves copy before sending.
Agent + Broker
Preferred Lender Contact Established
Agent identifies and makes contact with at least one preferred lender whose products and service standards align with Strata's client expectations.
Agent
30-Day Business Plan Submitted to Broker
Agent submits a written 30-day business plan — lead generation activities, daily schedule, prospecting plan, and 90-day goals — for Broker review.
Agent
V
Phase Five
90-Day Milestones

The following milestones define a fully integrated, active Strata agent at Day 90. These are not minimums — they are the standard Strata expects a new agent to be tracking toward in their first three months.

10
90-Day Performance Milestones
Day 90
First Transaction Under Contract or Completed
Agent has either closed a transaction or has at least one purchase agreement under contract within the first 90 days.
Agent
Active Buyer or Seller Pipeline Established
Agent has at least 3 active clients in the CRM — prospects who have been consulted and are actively searching or preparing to list.
Agent
Social Media Presence Consistent with Strata Standards
Agent is posting consistently on professional social media platforms — minimum 3x per week — in compliance with Strata's brand and content approval standards.
Agent
Minimum 5 Google Reviews Requested from Contacts
Agent has personally reached out to at least 5 contacts requesting a Google review of Strata or the agent's professional profile.
Agent
90-Day Review Meeting with Broker Completed
Agent meets with Broker for a formal 90-day review — pipeline review, business plan assessment, compliance confirmation, and goal-setting for the next 90 days.
Broker + Agent
Onboarding Complete

When all items in this checklist are checked, dated, and signed off by both the agent and the Broker, the agent is fully onboarded and active under Strata's license. This checklist is retained in the agent's permanent file.

VI
Section Six
Important Contacts & Resources
Strata Key Contacts
Broker of Record
Joanne Olimpo
(702) 722-8833
info@stratareal.com
NVRE Lic: B.1002625
Strata Office
Main Office
8704 W. Charleston Blvd.
Suite #105-A
Las Vegas, NV 89117
Emergency Escalation
Contact Broker
Any compliance issue, client dispute, fair housing concern, or legal question — contact the Broker immediately before proceeding.
Key External Resources
Nevada Real Estate Division
NRED
nred.nv.gov
(702) 486-4033
License verification & complaints
MLS & Association
Las Vegas REALTORS®
lasvegasrealtors.com
(702) 784-5000
MLS access & membership
Compliance Library
Books 1–8
Available via Strata's shared document library. Read all 8 books before your first transaction.
Onboarding Sign-Off
Official Onboarding Completion — Signatures Required
Item
Signature
Date
Agent — I have read, understand, and agree to comply with all Strata policies, procedures, and the Strata Compliance Library (Books 1–8).
Broker — I confirm that all Phase 1 licensing requirements are complete and this agent is authorized to practice under Strata's license.
Broker — 90-Day Review completed. Agent is fully active and in good standing under Strata Real Estate & Leasing, LLC.
Strata Real Estate & Leasing
Professional standards protect
the client, the agent, and the brokerage.
Joanne Olimpo, Broker  ·  NVRE Lic: B.1002625
8704 West Charleston Blvd. #105-A  ·  Las Vegas, NV 89117
(702) 722-8833  ·  info@stratareal.com  ·  www.stratareal.com

Confidential — Internal Use Only  ·  NVRE Lic: B.1002625