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Mentor Agreement Template

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Mentor Agreement Template

A mentor agreement makes the working relationship easier to manage by naming the mentor’s responsibilities, the manager’s handoffs and the records that show what support was delivered. Use the structure as an operating outline and fill each field with the organization’s approved terms.

Mentor Agreement Template

Identify the mentor, organization, manager, effective date and group being supported. State how the agreement is reviewed, where compensation is recorded and who can approve a change.

Mentor — Duties and Responsibilities

The mentor works with the manager on a strategic plan for the new-agent group, including priorities, tactics and budgets. The role supports a performance-focused culture, recruiting and retention, regular coaching, prospecting practice, communication and recognition.

Set expectations for training meetings, one-to-one coaching, problem solving and conflict resolution. Include the procedures and systems the group will use, the information the mentor reports to management and the points where a manager must make the decision.

Define how the mentor supports new licensees, monitors required records and escalates risk or compliance questions to the responsible manager. Keep local rules and internal policies in the approved operating record rather than relying on memory.

Describe the group’s transition point, the outcomes to review and the support that continues until that review. The mentor should track commitments and feedback so the manager can adjust the program from observed needs.

Review the relationship

Set a recurring review with the manager to discuss attendance, coaching activity, open issues and the next period’s priorities. Preserve the decisions and any approved changes with the agreement.

For related coaching context, read Is Real Estate Coaching Worth It? and use the RE Luxe Leaders contact page for a conversation.

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