Starting onboarding for a new agent: the seven fields on the Onboard New Agent form, sending them the link, and why the email address has to be right the first time.
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.
Example: Initializing and sending onboarding for a new agent. New Agent Information: - Name: Jane Doe - Email: jane.doe@example.com - Sponsoring Broker: John Smith (Broker) - Commission Plan: Standard Plan - Referred By: Mike Johnson (Agent) - Recruited By: Sarah Williams (Staff) Initialization Process: 1. Navigate to Dashboard > Admin > Onboarding Manager 2. Click "Onboard New Agent" button 3. Fill out form: - First Name: Jane - Last Name: Doe - Email: jane.doe@example.com - Sponsoring Broker: John Smith - Commission Plan: Standard Plan - Referred By: Mike Johnson - Recruited By: Sarah Williams 4. Click "Initialize Onboarding" 5. Agent appears in "In Progress" section with "Initialized" status 6. Red warning badge: "Link hasn't been sent yet" Sending Link: 1. Click "Email link to agent" button for Jane Doe 2. Review email details: - To: jane.doe@example.com - From: Company Name (onboarding@company.com) - Subject: Company Name Onboarding 3. Click "Manage Attached Documents" 4. Select documents: - Employment Agreement - Commission Plan Agreement - Board Application 5. Click "Update Attached Documents" 6. "3 documents attached" indicator appears 7. Click "Send" button 8. Confirmation: "The onboarding link has been sent." 9. Status changes to "Link Sent" 10. Warning badge disappears Email Sent: - Jane receives email with "Start Onboarding" button - Email includes personalized greeting: "Hey Jane," - Link: https://company.com/bc_client/onboarding/?link=[unique-uuid] - Instructions to complete onboarding process Result: Onboarding initialized and link sent successfully. Jane can now access the onboarding portal and complete required steps.