Document Requests: sending a PDF to one agent or to your whole roster for signature, chasing the ones who have not signed, and why a bulk send is queued rather than sent on the spot.
This guide is part of the documentation for active BrokerChamp brokerages.
Already a BrokerChamp brokerage?
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.
No examples available for this page.