Task & course engine
Phases and sections hold embedded video lessons, rich-text instructions, file and screenshot uploads, links, and quizzes. Training lives inside the task list — no separate LMS tab.
Features
Everything onboarding needs, in one branded place
A launchpad your agents log into, a console your staff live in, and the plumbing that keeps your CRM in the loop.
Gamified progress
Progress bars per phase and overall, badges for milestones, and a clear completion moment agents can feel coming.
Documents & verification
Agents upload licenses, agreements, and certificates. Every file carries a status: submitted, needs verification, approved, or not applicable.
Staff chat
Agents message your onboarding staff without leaving the platform, so questions never scatter across text, email, and DMs.
Admin console & preview-as-agent
Real-time progress for every agent, Currently Onboarding vs. Active Agents, a Needs Verification queue with a count badge, and a one-click preview of any agent's exact view.
Integrations
Inbound webhooks from GoHighLevel, Google Sheets, or any CRM. Outbound completion destinations to your CRM, Slack, Teams, email, or a Google Sheet.
Automated emails
Welcome emails, 48-hour inactivity nudges, and completion notifications — all editable from a template library with live preview.
Roles & permissions
Admins, staff with scoped functions like Marketing or Operations, and agents. Everyone sees exactly what they should and nothing else.
For the agent
One login, one path, their own pace
Each agent gets a personalized dashboard organized into phases — Foundation & Setup, Skills & Activation, Production & Growth — or whatever structure your team already uses.
Tasks can require a video lesson watched, a quiz passed, a document uploaded, or a link visited. There are no fixed timelines: agents control their pace while you keep full visibility.
launchpad.yourbrokerage.com
Your launchpad
Welcome back, Dana
Overall progress62%
Foundation & Setup
- Sign your independent contractor agreement
- Upload your license & E&O certificate
- CRM account created by Marketing
Skills & Activation
- Lesson: writing a winning listing presentation
- Knowledge check: buyer consultation script
- Upload your first CMA for review
Production & Growth
- Set your 90-day pipeline goal
For your staff
A console that answers 'who is stuck?' instantly
Filter by Currently Onboarding and Active Agents, work the Needs Verification queue, and preview the launchpad exactly as a specific agent sees it before you reply.
Staff tasks and performed-on-behalf items let you show work your team does for the agent — "Set up your CRM account — done by our Marketing team" — so the agent sees progress even when it isn't theirs to do.
admin · your brokerage
Roster
Needs verification · 3Preview as agent- Dana WhitfieldCurrently onboarding2 to verify
- Marcus ReyesCurrently onboardingIdle 48h
- Priya AnandActive agentComplete
- Tom DelaneyCurrently onboarding1 to verify
For your operation
Roster in, completion events out
Add agents by hand, bulk-import a CSV, sync a Google Sheet, receive them from your CRM by webhook, or create them programmatically through the API.
When an agent finishes, outbound completion destinations notify your CRM, post to Slack or Teams, send email, or append a row to a Google Sheet — instantly.
Placeholder — integrations diagram
Ready to stop onboarding in a spreadsheet?
Pick a plan and have your first branded launchpad live today, or walk through it with us first.
Automated welcome, nudge, and completion emails included from the Brokerage plan up.