Offboarding Checklist

Task

Responsibility

Completed

Review contract and determine outstanding fees

Controller

Remove Website Photo

Marketing

Deactivate/Forward email

COO

Retrieve FOB and Deactivate

Human Resources

Deactivate DocuSign 

Tech & Innovation

HubSpot - Reassign leads to Client Care

Tech & Innovation

Remove from Phone List

Tech & Innovation

Remove Birthday

Tech & Innovation

Delete Photocopier Code

Tech & Innovation

Revoke access to the Portal, Active Listings, Drive, Lead Generation Form 

Tech & Innovation

Email Touch Communications After Hours

Human Resources

Remove from Duty Schedule

VP of Sales

Remove from Calendar of Events Calendar 

Tech & Innovation

Remove from New Listing Notification Canned Response 

Tech & Innovation

Remove from Lead Gen form in HubSpot 

Tech & Innovation

Deactivate in brokerWOLF 

Controller

Return Open House Signs

Agent

Terminate with RECO (Sales) 

CEO

Reassign all ACTIVE listings and buyers (Sales)

VP of Sales

Collect all physical branding material (Sales)

Human Resources

Review outstanding trades and commissions (Sales)

CEO

Notify applicable Real Estate Boards

Tech & Innovation

Cancel health benefits (if applicable)

Human Resources

Send team notification or discuss at a team meeting

Human Resources

Process last pay and mail ROE (Admin)

CEO

Change admin email password (admin)

Tech & Innovation

Change Cambridge and Kitchener Board password (admin)

Tech & Innovation

Change Social Media Sites (if applicable) (admin)

Marketing

Change Signman Password (admin)

Listings Manager

Change HubSpot Password(admin)

Tech & Innovation

Notify Bellerego1@gmail.com to remove from banking.

Finance