Real Estate Agent Training 🏡

At a Brief

I created a course that explained the basics of writing an offer to purchase real estate for new agents at a boutique real estate brokerage.

  • Responsibilities: eLearning Development
  • Client: boutique real estate brokerage
  • Tools Used: Storyline 360, Google Workplace, Adobe Creative Suite, Final Cut Pro, OBS
  • LMS: N/A
  • Year: 2021

Background:

The Situation: A boutique real estate brokerage was looking to update their core training program.

This real estate brokerage consisted of a broker/owner, who also worked as the manager, as well as an assistant manager. There were ~50 agents (independent contractors) with frequent departures and arrivals of new ones.

New agents often needed frequent training in basic contract law and writing of documents. Even experienced agents who were recruited to the company needed to learn company specific documents.

Analysis

The company had two core ways to teach agents: The traditional method of holding training sessions, which the broker or assistant manager held three days a week. The second was teaming up experienced and inexperienced agents, which was not always successful. On top of this, agents would frequently have questions (ex. How long between the Purchase and Sale Agreement and the closing is needed?) when writing offers (usually on the weekend), and would have to wait on the broker or assistant manager to respond.

Design & Development

I suggested an interactive video-based training program that would closely match the experience of learning directly from the broker.

I met with two SMEs. The first was the assistant manager. We discussed the needed forms, which totaled seven. We decided a video course with periodic questions would work best. Each answer, right or wrong, would trigger a video snippet explaining why that answer was right or wrong so the course would feel more personal. Since I am a licensed real estate agent, I presented the content myself.

Once the course was completed, examples of each of the seven filled-out forms, as well as access to the video library would be available to each agent.

I also met with the broker’s general counsel to show the completed course framework and script. She provided me with some phrasing fixes and added an important section on Fair Housing.

Implementation and Evaluation

The course was uploaded to the brokerage’s agent portal. I beta tested the course with the assistant manager and two veteran agents. They recommended a few changes, the biggest one simply being the shortening of transitions to the overall course would be quicker.

The course provided many benefits: First, agents could learn how to write an offer online and access the course 24/7. I heard in one instance late on a Sunday evening, an agent forgot how to fill out part of the Lead Paint Disclosure form, so went to that part of the course to learn how to do so. They were also able to learn the reasoning behind why it was to be filled out in the specific way.

Second, in-person training sessions could now focus on more in-depth examples (ex. how to negotiate better), versus the basics (ex. how to fill out an offer).

I was not asked to track completion rates or gather other data in regards to the course. The broker felt comfortable asking newer agents if they felt it was useful on a case-by-case basis. So far, over 100 agents have gone through the course and the client has been very happy with the response.

Example

You can view a few slides of the course below. Please note the resources tab is blank.


Description of Tools Used

Google Workspace

  • Drive – To share files
  • Docs – To take notes when interviewing SMEs
  • Sheets – To organize data and map questions/answers

Adobe Creative Suite

  • Photoshop – To edit photos
  • Illustrator – To edit logos and other raster-based images

Apple

  • Final Cut Pro – To edit the video portions of the course

OBS Studio

  • OBS – To record the course

Articulate

  • Articulate Storyline 360 – To create and finalize the course