Onboarding
Onboarding | The Client Experience & Initial Onboarding [Step One]
Purpose: This SOP outlines the steps a client and your administrative team follow during the onboarding process on the Brokerbee platform. This document ensures consistency and e ...
Onboarding | Creating the Agent Concierge Landing Page [Step Two]
Objective To efficiently create, customize, and publish a professional agent's landing page using Wix, SuiteDash, and GoDaddy, ensuring seamless integration, proper styling, ...
Onboarding | Creating the Agent Concierge Form [Step Three]
Objective: This SOP guides team members through the process of creating and configuring an Agent Concierge Kickoff Form using an existing template. It ensures accuracy and consi ...
Onboarding | Providing the Agent Access [Step Four]
Objective: To efficiently transition agents from onboarding to their personalized welcome space by compiling necessary links, confirming account details, and setting up thei ...