PROCASA ONBOARD

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.

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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.