PROCASA OBOARD

Procasa OnBoard

™

for Real Estate Agents

Onboard Smarter. Produce Faster.

With Procasa OnBoard, you can transform weeks of scattered tasks into a seamless experience that not only sets new agents up for success but also creates significant monetization channels for your brokerage.

Our intelligent platform replaces manual checklists and endless email threads with an automated system that orchestrates every step of the onboarding journey. From licensing requirements to team integration, every task is tracked, automated, and visible to leadership in real-time. The platform strategically embeds partner videos and automates vendor introductions at key points in the agent journey, transforming your vendor relationships into lucrative revenue streams.

With Procasa OnBoard, you're not just efficiently preparing agents—you're unlocking a valuable monetization channel that enhances your bottom line from day one.

Book a Demo

What Makes Procasa OnBoard Special

KPI Dashboard

The KPI Dashboard is a comprehensive, real-time analytics tool designed to give market centers an at-a-glance understanding of agent activity and progress throughout the onboarding journey. This dashboard presents a visual and data-driven overview of key performance indicators (KPIs) that market center leaders and managers need to effectively monitor and manage the agent onboarding process.

Customizable Onboarding Paths

Deliver personalized onboarding experiences through dynamic checklists tailored to each agent's experience level and production history. Easily modify tasks, reassign responsibilities, and adjust requirements to match individual agent needs. This flexible system ensures every agent receives relevant, efficient training that sets them up for success in your market center.

Roster Management

Take control with the Roster Management feature enables market centers to efficiently create and manage teams, enhancing collaboration across roles. For team members who handle multiple responsibilities, the platform allows them to be assigned to more than one role. With just a click of a button, they can easily switch between roles, offering flexibility and simplifying task management. This feature supports market centers with dynamic operations, ensuring that individuals can seamlessly adapt to different responsibilities as needed.

Status Tracking

Stay informed of agent progress with real-time visibility into where each agent stands in the onboarding process. Monitor the current stage of the agent’s progress, the percentage of completion, and allows easy access to their checklist items with a simple click. This ensures market centers always know exactly where their agents are in the process without the need for constant updates from team members. By streamlining tracking and offering transparency, this feature saves time and enhances efficiency throughout the onboarding journey.

Document Library

The Document Library tab provides market centers with a centralized space to organize and manage all important documents and links. Market centers can create custom folders to store Google Drive links and documents, ensuring everything is easy to access and well-organized. Permissions can be set to control who has access to each folder, ensuring the right individuals have the appropriate visibility. Additionally, market centers can create folders specifically for agents, making key training resources automatically visible in the agent's own document library once they create their login credentials. This feature streamlines document sharing and provides agents with a convenient location for all their onboarding materials.

100 Day Checklist

The 100 Day Checklist is a personalized roadmap guiding agents through their critical first months while creating revenue opportunities for your brokerage. This dynamic tool sequences company culture, essential training, and partner resources in a day-by-day format optimized for both agent success and monetization. With customizable content and real-time tracking, leadership can monitor agent progress and maximize embedded revenue-generating partner connections throughout the onboarding journey.

Monetization Opportunities

Transform vendor relationships into substantial revenue streams for your brokerage. By strategically embedding partner content and automating introductions at key moments in the agent journey, OnBoard creates natural connection points that generate immediate value. This turnkey system converts what was once a cost center into a profit engine, allowing brokerages to monetize the onboarding process while enhancing the agent experience through carefully curated resources. With transparent performance tracking, you can measure and optimize these revenue channels for maximum return.

100 Day - Automated Email in Platform.png

Book a Demo

Why Do I Need Procasa OnBoard?

Can agents access the platform?

Yes, agents can create their own login credentials to access the platform. Once logged in, they will have access to a range of features, including training materials, synced calendars for both personal and market center classes, profile management, and important login credentials. Additionally, agents can easily access their personalized document library and stay connected with colleagues by reviewing the Agent Roster, all from a centralized location.
Is there a way to customize the onboarding experience for different market centers?

Absolutely! The platform is highly customizable, allowing you to tailor the onboarding experience to suit the unique needs of each market center. You can adjust settings such as onboarding checklist items, agent training materials, recruiting and agent intake forms, and email templates to align with the specific processes and goals of each location.
Can I set automated reminders for team members to complete tasks?

Yes, the platform allows you to set up automated reminders for team members to complete specific tasks. These reminders can be sent via email or notifications within the platform, ensuring that teams stay on track with their onboarding requirements. This feature helps reduce delays and keeps agents engaged with the process, improving overall efficiency.
What happens if I need to make updates to an agent’s information?

You can easily update an agent’s information directly within their profile. Whether it's updating contact details or uploading additional paperwork, these updates are reflected in real-time, ensuring that all team members have access to the most accurate and current information.
How secure is the data on the platform?

Security is a top priority. Our platform follows best practices for data security, including encrypted data transmission, secure user authentication, and regular system audits. We also provide role-based access controls, ensuring that only authorized users can access sensitive information, giving you peace of mind that your data is protected.
Is there a way to generate reports from the platform?

Yes, the platform offers robust reporting features that allow you to generate detailed reports on all data received from the platform. You can customize the reports to focus on specific data points and export them for further analysis or sharing with your team.
What should we do if our market center team undergoes a restructuring?

The Roster Management feature allows for seamless updates to your team structure. You can effortlessly add, invite, or remove team members from any role with just a click. Additionally, any tasks previously assigned to a role’s former manager will be automatically reassigned to the new manager, ensuring a smooth transition and preventing any onboarding tasks from being overlooked.
How quickly can I create marketing materials for a new listing?

With Procasa Studio, you can create professional marketing materials in minutes. Simply input your listing details once, and our platform automatically generates materials across multiple formats – from social media posts to print materials.
Do I need design experience to use Procasa Studio?

Not at all! Our platform comes with pre-designed, professionally crafted templates that you can easily customize. Just input your content and images, and the platform maintains perfect brand alignment while you make adjustments.
How does your platform handle brand asset management?

Our platform serves as your brand's digital command center, offering a centralized hub for all your essential assets—from logos and brand colors to headshots and design elements. When you select a template, your brand elements automatically populate into the design, ensuring consistent branding across all your content while saving valuable time. This seamless integration means you can focus on creating engaging content rather than repeatedly searching for and inserting brand assets.
Do I need to install any software to use your platform?

Not at all! Our platform is entirely web-based, eliminating the need for downloads or software installations. You can access your account from any browser or platform, making it convenient to work from anywhere.
What types of materials do you have templates for?

Our extensive template library features a comprehensive collection of real estate marketing essentials, all meticulously crafted to meet industry standards. From eye-catching postcards and professional business cards to impactful yard signs, property riders, promotional flyers, detailed brochures, and dynamic presentations—every template is designed with real estate agents in mind. Best of all, each design comes pre-configured with required compliance elements, ensuring your marketing materials are both stunning and legally sound.
How do I print my materials?

Experience seamless printing flexibility with Procasa Studio. Order directly through our integrated storefront powered by xPressDocs, where you'll enjoy premium-quality materials at competitive prices. Prefer to use your own printer? No problem—easily export your designs to print at home or through your preferred commercial printing service. We give you complete control over your printing choices while ensuring your designs maintain their professional quality regardless of your printing method.