Brokerage Engine Support

Create Agent Onboarding Project


In this article, we'll cover the specific steps for a creating a task project geared towards agent Onboarding tasks. Please find the available resources below.

  • Permission level to create/edit/delete Projects = Admin + Configuration

  • Project can be set to automatically trigger.  This would generate the project immediately after you click save on adding a new agent
  • Ability set for project to manually be added from dropdown list after new agent is created.
    • This would be best practice if you have different types of agent onboarding projects by office/region/locations

Quick Reference:

Link to Full Step-by-Step Guide

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