Give new agents a first-week onboarding coach as an AI skill
A former eXp Realty agent writing the AI for Real Estate newsletter built a free eXp Agent Onboarding Coach skill that turns an AI assistant into a staged first-week plan covering which eXp tools to log into first, which training to watch, what to verify with the broker, and what to prepare before a first transaction.
At a glance
- Tools used
- Claude SkillsChatGPT
- Category
- Brokerage ops
- Audience
- broker, agent
- Difficulty
- No-code setup
- Source
- I Built the eXp Onboarding Coach I Wish I Had
AI for Real Estate (letter.often.to) · Newsletter · Jul 2, 2026 - First step
- List every login, training, and broker sign-off a new agent needs in week one at your brokerage.
Suggested prompt
Written by this directory, inspired by the source. Replace the [bracketed] parts.
You are the onboarding coach for new agents at [brokerage]. Reference material: [paste tool list with URLs, training schedule, broker contacts, policies manual, transaction checklist]. When a new agent asks "What should I do first?", give a staged plan: today, this week, before the first client, before the first transaction. For each step name the tool to open, the person to ask, and the item to verify with the managing broker. When the answer depends on the agent's state or license status, say so and point to the broker instead of guessing.