Leasing Agent Training Manual (Illinois)

Training-Module Format

Module 1: Welcome & Introduction

Objectives

  • Understand the mission, values, and culture of the brokerage.

  • Recognize the role of a leasing agent and expectations for success.

Topics

  • About our brokerage: who we are, what we do, and how we serve clients.

  • What it means to be a leasing agent in Illinois.

  • Defining success: closing deals, building client relationships, and professional growth.

Example

  • “Our brokerage specializes in helping renters find homes in Chicago’s most desirable neighborhoods while supporting landlords with marketing and tenant placement.”

Exercise

  • Write a short personal introduction you could use when meeting a client for the first time.

Module 2: Licensing & Legal Foundations

Objectives

  • Know the licensing requirements for Illinois leasing agents.

  • Understand the basics of Fair Housing and Chicago rental laws.

Topics

  • IDFPR licensing process (leasing agent license vs. broker license).

  • Student permit overview.

  • Federal Fair Housing Act (protected classes).

  • Illinois Human Rights Act & Chicago Fair Housing Ordinance.

  • Key rules from the Chicago RLTO (leases, disclosures, repairs, etc.).

  • Service & emotional support animal rules.

  • Security deposit restrictions in Chicago.

Example

  • Case study: A landlord says, “I don’t want to rent to families with kids.” → Discuss why this is illegal.

Exercise

  • Quick quiz: Which of the following statements would violate fair housing laws? (Provide sample scenarios.)

Module 3: Company Policies & Professionalism

Objectives

  • Learn the brokerage’s professional standards.

  • Practice proper communication with clients and landlords.

Topics

  • Code of conduct.

  • Confidentiality & data handling.

  • Email, phone, and text etiquette.

  • Dress code & presentation.

  • Social media policies (what you can/can’t post).

Example

  • A renter texts you at 11:00 PM asking about a listing. Do you reply? (Best practice discussion.)

Exercise

  • Draft a professional response to a lead inquiry from Apartments.com.

Module 4: The Leasing Process – Step by Step

Objectives

  • Understand the full lifecycle of a lease transaction.

  • Learn how to qualify, show, and secure tenants.

Topics

  1. Lead generation → capturing inquiries.

  2. Qualifying renters (income, credit, rental history).

  3. Scheduling & conducting showings.

  4. Application process & screening (compliant methods).

  5. Lease signing & move-in process.

  6. Follow-up with clients after move-in.

Example

  • Walkthrough of a real inquiry from first call → signed lease.

Exercise

  • Roleplay: One person acts as renter, the other as agent handling the showing call.

Module 5: Working with Landlords

Objectives

  • Learn how to build strong landlord relationships.

  • Understand listing, pricing, and reporting.

Topics

  • How to win landlord listings.

  • Preparing a unit (cleaning, staging, photos).

  • Rental pricing & market comps.

  • Landlord updates: showing feedback, tenant screening.

  • Renewal & retention strategies.

Example

  • Email template: weekly landlord update.

Exercise

  • Practice pitching your services to a landlord who’s considering multiple agents.

Module 6: Marketing & Lead Generation

Objectives

  • Learn how to generate leads through online platforms and personal marketing.

  • Understand best practices for photos, videos, and descriptions.

Topics

  • Using Zillow, Apartments.com, MLS, and brokerage website.

  • Social media basics for leasing agents.

  • Open houses & networking.

  • Writing compelling unit descriptions.

  • DIY vs. professional photos/videos.

Example

  • Before/after comparison of a weak listing description vs. a strong one.

Exercise

  • Write a listing description for a 2-bedroom in Logan Square using bullet-point amenities.

Module 7: Technology & Tools

Objectives

  • Become proficient in the tech stack used at the brokerage.

  • Learn how to manage leads efficiently.

Topics

  • CRM/lead management (Salesforce or equivalent).

  • Scheduling tools.

  • Google Workspace (email, calendar, Drive).

  • Digital signature platforms (DocuSign/Dotloop).

Exercise

  • Log into the CRM, create a new lead entry, and assign a follow-up reminder.

Module 8: Sales & Client Interaction

Objectives

  • Develop sales skills to build rapport and close deals.

  • Practice handling objections professionally.

Topics

  • Building rapport (scripts for calls/texts).

  • Objection handling (e.g., price, neighborhood, credit issues).

  • Closing techniques for leasing.

  • Customer service & relationship building.

Example

  • Renter says: “I want to keep looking; I’m not sure.” → Sample response.

Exercise

  • Objection-handling roleplay.

Module 9: Compliance & Risk Management

Objectives

  • Learn how to stay compliant and protect yourself & the brokerage.

  • Know what to do if issues arise.

Topics

  • Avoiding discrimination claims.

  • Handling complaints.

  • Documentation & record-keeping.

  • When to escalate to management.

Exercise

  • Case study: A landlord pressures you to “bend the rules.” What do you do?

Module 10: Professional Development & Career Growth

Objectives

  • Plan your path as a leasing agent.

  • Learn about continuing education and next steps in real estate.

Topics

  • Time management.

  • Setting personal goals.

  • Continuing education requirements.

  • Path from Leasing Agent → Broker → Team Lead.

Exercise

  • Create a 90-day personal business plan with weekly activity goals.

Appendices & Resources

  • Glossary of leasing terms.

  • Templates (application checklist, showing checklist, emails).

  • Useful contacts (IDFPR, utilities, fair housing hotline, brokerage support staff).

  • FAQ section.