Real Estate Agent Onboarding Process

Начало на работния поток/процеса.

Create a new entry in the 'Agents' data model to initialize the onboarding record.

Retrieve existing uploaded files (ID, License, Contract) from the Documents data model.

Assign a task to the Legal Department to verify the agent's real estate license and background check.

Update the 'License Verified' boolean field in the Agent Profile entry after legal review.

Assign a task to the IT Department to provision CRM and email credentials.

Create a record in the 'IT Assets' data model containing the new agent's username and access levels.

Assign a task to the Operations team to prepare laptop, business cards, and office keys.

Calculate the agent's net commission percentage based on their contract terms and company overhead variables.

Update the 'Commission Rate' field in the Agent Profile with the calculated value.

Send an automated welcome email to the new agent with their onboarding handbook and login instructions.

Send an SMS to the agent's phone number informing them that their onboarding is complete and they are active.

Get a list of mandatory training modules from the 'Training Catalog' data model.

Create tasks for the new agent to complete specific compliance and sales training modules.

Aggregate completed training modules vs. total required modules to determine the percentage of completion.

Create a final report summarizing the agent's onboarding timeline, completed tasks, and verified documents.

Update the final status field in the Agent Profile to 'Active' once all tasks are verified.

Край на работния поток/процеса.