C3 Essentials · REZen Guide
Your REZen Onboarding Checklist.
Once you are active with Real, REZen provides an onboarding checklist designed to walk you through the key steps involved in getting established with the brokerage. Use the checklist as your guide and complete each item that applies to you.
Your Real Roadmap
Move Through Onboarding at Your Pace.
REZen keeps your onboarding requirements together in one organized checklist.
Your checklist helps you keep track of the details involved in transitioning to Real. Some tasks require action from you, while other items may be completed automatically by Real. Continue working through the checklist until all applicable items are complete.
01
Log In to REZen
After you log in, your Onboarding Checklist should generally be one of the first things you see. Begin reviewing the items assigned to your account.
REZen Onboarding Checklist · Click Screenshot to View Larger
02
If You Don't See the Checklist
Go to the lower-left corner of REZen and click your profile photo or initials. From your profile area, select Onboarding Checklist.
Profile Menu → Onboarding Checklist · Click to View Larger
Important
Your Checklist May Be Specific to Your Account.
Review the checklist assigned inside your own REZen account rather than assuming every agent will see exactly the same items. Complete the requirements that apply to you and follow any instructions provided by Real.
Continue Below
Next: Completing Your Checklist & Finishing Onboarding
Complete Your REZen Onboarding
Work Through Every Assigned Item.
Your checklist is designed to show you what still needs attention as you transition to Real. Keep it current as you complete each requirement.
03
Check Off Items as You Complete Them
Work through each applicable item on your checklist. As you finish a task, mark it complete. Some items may be automatically marked complete by Real's team.
Complete Applicable Checklist Items · Click Screenshot to View Larger
Agent Completed
Mark Your Tasks Complete.
When you complete an item that requires your action, check it off so your onboarding status stays current.
Real Completed
Some Items Update Automatically.
Certain requirements are tracked or completed by Real's team and may automatically update inside your checklist.
When You're Finished
The Checklist Will Disappear.
Once all applicable checklist items have been completed, Real states that you will receive a confirmation message and the onboarding checklist will be removed from your profile. That is your indication that the REZen onboarding checklist has been completed.
Before Returning to Module 2