How team onboarding works
We confirm the rollout size and provide unique profile access for the agents included in your plan.
Request your proposal
Share your company details and expected agent count. We review the request and confirm the appropriate rollout.
Receive secure access
After payment, the principal contact receives unique agent access keys and straightforward setup instructions.
Agents complete their profiles
Each loan officer enters approved profile, company, licensing, media and client-pathway information through the secure admin page.
Review and distribute
Profiles can be reviewed against the brokerage’s internal standards before agents begin sharing their dashboard and buyer guide.