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What Onboarding Looks Like for a New Agent
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.
Updated August 19, 2026
Where It Starts: an email. The new agent has no login yet, so everything here happens through a link your office sends them rather than anywhere inside BrokerChamp.
Who does what: the office sets up the person first, choosing their sponsoring broker, office and compensation plan. The agent then fills in their own details and signs the paperwork. Neither side can do the other's half.
Warning: It is desktop only, and it is a hard stop rather than a warning. On a phone or a narrow window the entire page is replaced by a message asking them to switch to a computer. Tell people this when you send the link, because opening an emailed link on a phone is exactly what most of them will do.
The Three Screens
Step 1: Welcome. It greets them by name and estimates how long the whole thing takes. One button moves them on, and it reads Next - Review and Sign Documents when your brokerage requires documents, or Next - Account Information when it does not.
Step 2: Onboarding Documents. They read each document your brokerage has set up, fill in what it asks for, and sign it. This screen is skipped entirely when no documents are required.
Step 3: Account Information. Three cards to fill in, then they are done.
What the Agent Fills In
- Sponsorship: licence number, licence expiration, which boards they belong to and which is their primary.
- Tax: a Social Security Number, or a legal entity name and a Tax ID if they are paid through a company.
- Account: legal first and last name, a display name if it differs, date of birth, address, phone numbers, their email and a preferred company email address.
Note: Phone numbers are marked as they will be used. Cell and office are public and go in the directory, home is private.
What the Agent Does Not Choose
- Their sponsoring broker, office and compensation plan. Those are set by the office beforehand.
- Their username or password. There is no username step in onboarding at all.
- Which documents they have to sign. Your brokerage decides that once and it applies to everyone.
What Happens at the End
The record is marked Completed, the office can see it in the Onboarding Manager, and the agent is handed on to set up their website login. Onboarding and having a working account are two separate steps, and this is the seam between them.
Tip: Ask a new agent to set aside twenty minutes at a desk rather than fitting it around a showing. Every field is one they will have to look up if they guess, and the tax section in particular is worth having their paperwork to hand for.
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