Clustdoc is the new way to request, receive and process files and information as part of an onboarding, online application or registration. It's free to try and can get started today!
Broker turnover is one of the biggest concerns for brokerages. It may cause substantial internal issues and necessitate hours of training to onboard a new agent.
Agent onboarding might compromise your brokerage's workflow if you don't have a strategy in place to quickly onboard the new agent.
Conventional onboarding methods are cumbersome, disorganized, error-prone, and slow. It's tough to both find the right agent for your brokerage and speed them up quickly.
There is also a compliance risk if the onboarded broker does not have proper licensing or credentials. During the onboarding phase, you must collect and scrutinize all legal documents to minimize compliance risk and meet all requirements. Doing it the old way takes a lot of time which is the most valuable asset for your brokerage.
You'll save a lot of time and resources on agent onboarding if you automate your onboarding process. It's a hands-off and straightforward approach to agent onboarding.
With the automated digital onboarding of your agents, your onboarding system will be thorough, structured, and well-integrated giving you the best outcomes.
The Best Solution For Your Onboarding Process
Clustdoc's onboarding solution will assist you in creating an automated agent onboarding process.
Our onboarding solution for agents is comprehensive, robust, and interactive. It will assist you in streamlining onboarding and training so that your new agents are equipped with the skills needed in the real estate industry and understand their roles.
If recruiting and retaining top talent is a concern for you, our agent onboarding template may be the key to successfully onboarding and retaining agents.
When you go the extra mile to make onboarding easier and beneficial for the agents, they become loyal to your firm. With Clustdoc’s easy-to-use but advanced features, you can ensure that your agents have a swift, convenient, and efficient onboarding experience.
Collecting agent information is no longer a time-consuming part of the onboarding process with Clustdoc.
No More Hours of Paperwork
Now your agents don’t have to fill manual forms. They can now fill forms online interactively with speed and accuracy.
Collecting forms like GAAR transfer form, office intake form, license for real estate associates, MLS subscriber agreement, or any other such document is convenient on Clustdoc.
After your agents submit these files, the platform saves them in a unique folder on the cloud. You can find the documents easily when needed. You no longer will lose any contract file in the stack of papers in your cabinet.
Easiest Way to Train Your Onboarded Agents
You no longer have to spend your resources on training your brokers. You can easily explain your company’s workflow and guide them with explanations, company documents, and videos on one interface.
Clustdoc features like Workflow Management and File Request allow you to efficiently develop your company workflow and request or share files on the same platform.
Your agents can complete their onboarding in their own time. And you can eliminate strenuous efforts needed in onboarding them with weeks of training and meetings.
E-Signature Feature Makes Signing Documents Easier
When you onboard a new agent, many papers require signing. Legal documents like the MLS Listing Transfer form, agent commission form, agreements, and policies will need signatures from your agents.
Previously, you had to print, sign, and then copy or scan your legal documents. Doing it the orthodox way is a time-consuming process. Clustdoc’s e-signature feature helps you sign all the documents within minutes.
With Clustdoc, you can collect legally binding e-signatures without needing to print, sign, and then scan documents any longer.
We created an agent onboarding template for you to save your time and efforts.
Use The Best Agent Onboarding Template For Your Brokerage
Ready to onboard new agents for your brokerage? Use the modern and best onboarding tool– Clustdoc.
To make it even easier, use our ready-to-use template and improvise according to your requirements.
Now you can onboard new agents in no time and maintain steady, positive business growth because agent onboarding is no longer an issue for you.
