Reading one person's row in the Onboarding Manager: what the badges and dates tell you, how to move somebody along, and how to bring back a record you closed.
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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