Agent Onboarding

Join a brokerage

Use the invite link from your broker to navigate to /join/[token]. This links your account to the brokerage and sets your role to agent.

Complete your profile

Go to /account/profile to add your bio, photo, and license number. Your public profile appears at /agent/[id].

Claim your first lead

Visit /dashboard/leads. The Lead Pool shows unclaimed inbound leads. Click Claim to assign a lead to yourself.

Leads have three buckets:

• Inbox — freshly assigned to you
• Pool — available to claim
• Stale — no activity in 14+ days

Convert a lead to a deal

Open a lead and click Convert to Deal. Select the relevant listing and the pipeline stage opens at new.

Upload compliance documents

When a deal reaches offer stage, the compliance checklist activates. Upload documents via the presigned S3 URL flow — click Upload next to each checklist item.

Track your cap progress

Visit /dashboard/cap-progress. The progress meter shows your YTD GCI vs. your cap amount with split rate displayed at each tier.