An essential guide to estate agent training planning

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An essential guide to estate agent training planning

Guest blog by Charlotte Jeffrey-Campbell, Director and Trainer at the Able Agent, a comprehensive online training solution for estate and lettings agents.


Staff training is a crucial component of any business and should be at the forefront of yearly planning due to the benefits it can have for both the progression of individual members of staff, and for the overall business’ efficiency.

This essential guide to Estate Agent training planning will explore the importance of staff training plans, the basic steps involved in developing a training plan and the benefits it can have for your agency, with a focus on staff appraisals and employee motivation.

The importance of training for estate agents

Staff Retention – When an estate agency invests in training for their employees, it can dramatically reduce employee turnover rates and improve staff retention. According to LinkedIn learning (2020), 94% of staff claim that if a business invested in their training and development then they would stay longer at a company.  With staff retention levels becoming an industry wide issue, it is important that you are proactively minimizing the likelihood of staff leaving your agency.

Individual confidence – Having a highly trained workforce is crucial to your agency as it can help build confidence, and confident estate agents are able to cross sell, charge higher fees and provide better customer service to clients. Clients will not have confidence in your agency if your staff are not confident in themselves. In a difficult market, sellers want accurate advice from property experts, and this will always trump fees. Making sure your staff can demonstrate their value and be confident in their fees, must be a key aim.

Stay up to date – Regular training is critical to ensure your agency stays on top of key trends in the property industry, ensuring you don’t fall behind in a highly competitive market.

The steps involved in developing a training plan

Identify areas of weakness – The first step is to identify areas of weakness within your business and workforce, as training can then be planned to address these issues. A popular method for managers to identify strengths and weaknesses within their agency team is using a skills and knowledge matrix.

Set training goals – Based on the results from the skills and knowledge matrix, you can identify topics that the business should focus on, as well as individual training topics for different members of staff. These topics are your training goals.

Set a learning plan – The next step involves identifying the resources you will need for the training and then planning this training into working hours, we recommend using a training timetable to plan your training out. This method allows employees to effectively track their training progress. The best training plan needs to be flexible and highly accessible. At The Able Agent, we recommend using online resources, as employees can access everything they need as an when they want.

Monitoring progress – One of the most important steps in developing a training plan is to identify how you are going to monitor the progress of the training. This step ensures you get the most out of your training plan. To monitor training, it is beneficial to set deadlines and measurements of success, which can be reviewed as you go. If you don’t have time to monitor this, then don’t worry because at Able Agent we are happy to help you with all steps.

Don’t forget that your training should always be fun. Nobody wants to sit for hours reading a boring training manual or sit listening to monotone voice for an entire day. Instead, keep the training more engaging and fun to do.

Staff appraisals and employee motivation

In line with an effective training plan, it is essential to plan staff appraisals into your yearly training planning. Staff appraisals are beneficial as they allow you to develop a deeper understanding of individual staff, specifically in terms of what motivates them. Not all individuals are motivated by salary, or job title, or career progression, and knowing how individual staff are motivated can help you tailor training based on their needs and expectations. By doing this, you can in turn increase employee motivation, reduce turnover levels, and really get the most out of your staff.

Check out our FREE Training Guide to Building a Training Plan for Estate and Letting Agencies for more information and all the resources we have discussed.


Guest blog by Charlotte Jeffrey-Campbell, Director and Trainer at the Able Agent, a comprehensive online training solution for estate and lettings agents.

The Able Agent is partnering with Reapit to give users unique offers for Estate and Lettings training – the easy way. Follow the link below and complete the form to receive a 10% discount code.

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