The last step of onboarding and what it sets off: the agent clicks Finalize, their profile is created, both sides get an email, and the signed documents land on their profile for the office.
This guide is part of the documentation for active BrokerChamp brokerages.
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The Onboarding Manager: five sections covering everything from a website applicant you have not spoken to yet through to a finished agent, and what each status actually means.
What the onboarding documents step is, how you reach it without a login, and what to have ready before you start.
The three screens a new agent goes through after the link arrives, what they fill in, what is decided for them, and the device requirement that stops people before they start.
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