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The Documents You Sign When You Join
What the onboarding documents step is, how you reach it without a login, and what to have ready before you start.
Updated August 19, 2026
Where to Find It: you do not go looking for it. Your new brokerage emails you a link, and the second screen after that link is headed Onboarding Documents.
Who this is for: someone joining a brokerage who does not have a BrokerChamp login yet. If you already sign in every day, this is not the screen you want.
Warning: Open the link on a computer. The onboarding screens do not work on a phone or a narrow window, and instead of a cramped layout you get a message telling you to switch devices. Nothing is broken and nothing is lost, but you cannot continue until you move.
What the Documents Are
Whatever your brokerage requires from every new agent: sponsorship paperwork, policy acknowledgements, tax forms, and anything else they have chosen to collect. The list is set by them once and is the same for everyone joining, so there is nothing to pick.
How It Works
- You read each document in turn.
- You fill in the parts that ask for your details.
- You sign, and initial where a document asks for initials.
- When they are all done you move on to your account details.
Note: Your signature and initials are set up once and then reused across the documents, so you are not drawing them out again for every page.
Note: The Back button is there throughout. Nothing is submitted to your brokerage until you have finished the whole set, so going back to re-read something is safe.
What to Have Ready
- Your real estate licence number and its expiration date.
- Your Social Security Number, or your company name and Tax ID if you are paid through an entity.
- The details of any boards or associations you belong to.
Tip: Set aside twenty minutes at a desk. Most of what slows people down is looking something up halfway through, not the signing.
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