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Key Elements to Onboarding
AgentEdge offers a fully customizable onboarding checklist designed to integrate agents seamlessly into your brokerage. Each agent receives individual access, allowing them to complete the process at their own pace. We provide a pre-built list of 30 essential tasks—including branding updates, system access, and lead source setup—which you can tailor to your office's specific needs by adding, removing, or modifying tasks at no extra cost. This flexibility ensures a consistent and efficient onboarding experience, saving you time and setting your agents up for success from day one.
Pre-Written Onboarding List
Organized, expertly crafted, ready to use, onboarding content.
Customizable Information
The onboarding checklist is fully customizable—brokers can add, remove, or modify tasks to suit their specific needs. We provide a pre-made list of 30 tasks, but you're free to include as many or as few as you'd like, all at no additional cost.
Simplified Process
AgentEdge automates your onboarding process, allowing you to bring on as many agents as you like without worrying about time constraints. Our system streamlines tasks, reduces manual work, and ensures each agent receives consistent, high-quality training—saving you time, money, and hassle.
Onboarding Example Tasks
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Each of your agents receives their own individual login, allowing them to complete onboarding tasks and training at their own pace while following a structured, guided path. There’s no limit to the number of agents you can add — and no additional fees for adding more. Brokers and admins have full visibility into each agent’s progress through the back office, including completed modules, quiz scores, and overall engagement. Getting started is simple — brokers add agents into the system, assign them their courses, and the agent receives an email to create their own secure login. As long as an agent remains with your brokerage, they’ll have full access to their onboarding checklist and any courses you’ve granted them — allowing them to revisit training materials anytime they need a refresher. If an agent leaves your brokerage, removing their access is as easy as clicking a button.
The Build Out Process
The onboarding checklist within AgentEdge is crafted to be tailored by brokers, aligning precisely with their unique onboarding processes and office operations. While many of our training modules are ready to use, this checklist requires broker input to reflect specific tasks such as ordering signs and name tags, accessing office Wi-Fi, and more. By customizing these elements, brokers ensure that every agent is fully prepared and set up for success from day one. Below is a brief overview of our build-out process, designed to help you create a unique training platform tailored specifically for your agents.
We begin with a personalized one-on-one video consultation to understand your brokerage’s structure, brand, and goals. This session includes a guided walkthrough of the platform to familiarize you with its features and ensure a smooth setup experience. During this consultation, we'll discuss the specific information needed to build out your agent onboarding module.
Additionally, we provide exclusive broker training videos, along with ideas, scripts, and examples, to assist you in seamlessly integrating office and state-specific details into other modules. These resources are designed to help you customize your training platform effectively and streamline the setup process.
*If you're on a payment plan, your first payment must be made before we schedule your initial onboarding consultation.
Once you've completed the onboarding checklist—typically within a week, depending on your schedule—we'll schedule a second video consultation to further enhance your training platform. In this session, we'll release additional modules for your review and editing, and begin collecting more information to tailor the platform to your brokerage's unique brand. This includes integrating your colors, logos, and visuals to create a cohesive learning experience. Throughout the process, we provide clear instructions, examples, and scripts to help you refine content and optimize the user experience.
*If you're on our payment plan, your second payment will be collected 30 days after the first. At that time, additional modules will be released for your review and editing.
In Phase 3, we release the remaining modules for your review and customization. At this stage, we may schedule an optional third video consultation to address any questions or challenges you've encountered. As we approach completion, our focus shifts to finalizing your platform's design and content, ensuring full alignment with your brokerage's branding and operational needs. Our team remains available to assist with any last-minute adjustments, providing instructions and examples to fine-tune details. Once all final edits are made, the platform's structure is locked in, and we'll discuss the next steps to ensure a smooth rollout. At this point, your brokerage will have a fully customized training system, ready to deliver a structured, efficient, and branded learning experience to your agents.
* If you're on our payment plan, your third payment will be collected 60 days after your initial payment. At that time, the remaining modules will be released for your review and editing prior to our final review.
With your training platform fully built, Phase 4 focuses on launch and implementation. We'll schedule a fourth video consultation to review the site together and discuss best practices for introducing it to your current agents and integrating it into your process for new agents joining your office. Our goal is to ensure maximum adoption and efficiency as you roll out your platform.
While some brokers launch within 2–3 months, others may take additional time for customization. It's important to understand that what we've built together is yours to own and edit indefinitely. You can add new lessons, modules, or replace videos with your own content. You even have the flexibility to move all the information to another platform if you choose. What we provide is a scalable training system without high monthly fees, ensuring your access is never revoked.
Save time, recruit more agents, and boost profits. See how AgentEdge can transform your brokerage—schedule a demo today!
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