Agent Onboarding.
Signed, trained, branded, and live — before you’ve lifted a finger.
Onboarding shouldn’t take two weeks.
Your onboarding is a Google Doc.
- The Google Doc.A shared document with links, logins, and "read this" — and no way to know who actually did.
- The email chase.DocuSign links, "did you sign yet?" texts, and forms trickling back over two weeks.
- Docs everywhere.ICAs in one folder, W-9s in another, license paperwork in someone's inbox.
One flow. One file.
- They sign everything in one sitting.Payment, ICA, NDAs, and company forms — one guided flow, built-in e-signature.
- Everything lands in one place.Every signed doc stored on the agent's profile, permanently.
- You watch it happen.A live checklist shows exactly where every new agent stands — paid, signed, trained, live.
Their first day, handled.
They apply. They sign and pay. They get set up. You just watch it happen.
Agents apply through your recruiting site — their complete file, from license number to emergency contact, captured up front. You decide who gets in.
They join from your site
The applicationICA, NDAs, company forms, and their onboarding fee — signed and collected in one guided sitting. No DocuSign seat, no email attachments, no invoice chasing.
- Sign the ICA
- Complete the W-9
- Pay the fee
Company email, roster profile, CRM and training access — plus an AI-polished headshot and a written-for-them bio. Your new agent shows up looking like they’ve been there for years.
AI fixes the headshot
AI writes the bio
They follow the courseHeadshot, bio, and a step-by-step onboarding course — they show up ready.
License transfer, by state.
Every state moves licenses differently. Your agents get a step-by-step guide for theirs — every click, every link, every phone number. No more “how do I switch?” texts.
A live checklist shows every new agent’s progress — paid, signed, trained, live. And every signed doc, form, and license record stays on their profile forever.
Try the signature generator your agents get.
Everything runs in your browser. Nothing you type or upload is stored.
 Your Logo
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This one's the demo. Yours gets designed to match your brokerage with your logo, colors, and typography.
Common questions.
Always. The application comes to you first. Nobody gets in until you say yes. What's automated is everything after the yes.
Whatever your brokerage requires. ICA, NDAs, W9s, policy acknowledgments, your custom forms. All signed natively, all stored on the agent's profile forever.
Yes, signing and payment happen in the same sitting. No separate invoice, no chasing.
You can see exactly where every agent is at any moment, and nudge them from the dashboard. No more wondering who finished what.
Every state does it differently, so agents get a step-by-step guide for their state built right in. The 'how do I move my license' texts stop.
Ready to stop chasing signatures?
See exactly how onboarding would run for your brokerage.
Book a walkthrough