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How it works

From brand kit to first closing

Four steps stand between your current spreadsheet and a repeatable, branded onboarding experience.

  1. 01

    Brand your launchpad

    Upload your logo, set your brand colors and fonts, and point your own custom domain at the platform.

    Edit the email copy agents receive so every touchpoint sounds like your brokerage. Agents never see the words AgentLaunchpad.

    Placeholder — brand kit editor screenshot

  2. 02

    Build your playbook of tasks & courses

    Create phases and sections — Foundation & Setup, Skills & Activation, Production & Growth — and fill them with the steps you already walk agents through.

    Each task can carry a video lesson, rich-text instructions, a file or screenshot upload, an external link, or a quiz. Mark items as staff-performed when your team does the work on the agent's behalf.

    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
  3. 03

    Invite agents your way

    Add someone manually in ten seconds, bulk-import a CSV of your incoming class, sync from a Google Sheet, or receive new agents automatically from GoHighLevel or any CRM by webhook.

    Running your own tooling? Create agents programmatically through the API.

    Placeholder — roster import screenshot

  4. 04

    Track progress and get notified

    Watch every agent's progress update live, work the Needs Verification queue, and preview any agent's launchpad exactly as they see it.

    The moment an agent finishes, completion destinations push the event to your CRM, Slack, Teams, inbox, or a Google Sheet. Inactivity nudges go out automatically after 48 quiet hours.

    admin · your brokerage

    Roster

    Needs verification · 3Preview as agent
    • Dana Whitfield2 to verify
    • Marcus ReyesIdle 48h
    • Priya AnandComplete
    • Tom Delaney1 to verify

Want to see it on your own playbook?

Bring your current onboarding checklist and we will show you what it looks like as a branded launchpad.

Book a demoSee pricing