Get the paperwork out of the way
Let new starters complete forms and sign documents online, without juggling printouts and email attachments. Keep finished paperwork together with their record for easy reference.
For brokers, agents & advisors
Get your new starters earning sooner
Your new brokers, agents and advisors want to get out and build business. Bring paperwork, compliance training and your firm's way of working into one guided online journey, so they can get prepared and focus on clients. You can see what's complete and where they need support.
Trusted by brokers, agents and advisors
Who it's for
A clear start for every contractor, partner and employee
For HR managers and managing directors bringing brokers, agents and advisors into their firm. Give each new starter the information, paperwork and guidance they need for their role, however they join your business.
- Real estate
- Business sales
- Financial advice
- Mortgage advice
- Insurance
Ready for the role
Sort the essentials so they can focus on clients
Keep evidence of compliance training
Include your client confidentiality policies and required training in their journey. Collect acknowledgements, check understanding with quizzes and keep a record of completion.
Have the details ready before their first day
Collect business card and starter pack details upfront, so your team can prepare before they arrive. Send submission emails to the people handling the arrangements.
Help them find what they need
Link to your firm's listing templates, client handover guides or advice-process documents. Give new starters a searchable place to find the resources their role needs.
Show them how your firm works
Explain how your firm handles enquiries, prepares listings or guides clients through an advice process. Use your own videos and step-by-step guidance to teach your approach.
Keep answers within easy reach
Keep completed content available so they can revisit processes and policies after onboarding. Use recurring topics for refresher training and policy renewals when needed.
For your firm
A professional start. More time for the work that earns.
Make a professional first impression
Welcome new starters with your branding, clear expectations and an organised journey. Show them they are joining a firm that takes their time and their success seriously.
Make the most of their time
Give them a clear path through the essentials, with progress visible as they go. Help them spend less time working out what to do next and more time preparing to serve clients.
Help them get up and running sooner
See what each person has completed and follow up on outstanding steps. Get paperwork and preparation underway before First Day, so their first days can focus on the role rather than chasing missing details.
Make onboarding a competitive advantage
Set your firm apart with a consistent, well-prepared welcome. Give brokers, agents and advisors the guidance and resources to start with confidence and get ready to build business.
“You need to try it, because it will organise your life and it will impress new hires to the point they want to stay. It’s the face of the company, and makes them feel like we care and have it all together. Getting their feedback along the way is really valuable, it’s just great.”
Efinity Mortgage
HR Manager
“Your app has been amazing. We have had very positive feedback from the new recruits.”
Wallace & Stratton
Managing Director
“If you care about your brand, and you have people you don't have direct control over, you need to invest in their learning journey.”
The Alternative Board
CEO and Master Franchisor
Proven Results
Organisations already onboarding better
Getting started
Turn your existing know-how into a clear journey
Your firm supplies the content and decides how onboarding should work. The app gives your team the tools to organise, preview, publish and maintain it.
Gather your existing material
Your team brings together the forms, policies, welcome information and role guidance new starters need. Start with the documents and resources your firm already uses.
Build and preview the journey
Arrange your content into sections and topics, add forms and apply your branding. Preview the experience before publishing, and update it without a developer.
Invite starters and follow their progress
Publish the journey, add your new starters and assign their managers. Follow completion and outstanding steps so your team knows where to offer support.