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19 votes
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An error occurred while saving the comment Mike Lennartson
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80 votesMike Lennartson
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24 votesMike Lennartson
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Imagine opening Command MC and having a single, customizable “Agent Onboarding” workflow. When a new agent joins, any of the leadership team could walk them through every step, from initial paperwork to profile setup, all without leaving Command.
Here’s what it could include:
•Digital Paperwork Hub: Editable Market Center: specific forms that can be completed and signed directly within Command (no need to jump to DocuSign or external links).
•Customizable Step Builder: Each Market Center could design its own sequence of steps: license verification, KWU registration, bio upload, business card order, etc.
•Integrated Checklists & Automation: As each step is completed, triggers could notify leadership, fire off emails, or launch SmartPlans (e.g., Welcome Email, Tech Setup, KWU Access).
•Embedded Resource Links: Items that currently live in Google Docs, Sheets, or other systems could be linked or embedded for a seamless one-stop experience.
•Progress Dashboard: Leadership could see exactly where each agent is in their onboarding journey which would reduce time needed for follow-ups and increase accountability.