Just like you can create transaction workflow templates, you can also create agent workflow templates. These templates are mainly used for on-boarding new agents onto your brokerage. You see we understand that when you hire a new agent there are many tasks that go with with on-boarding and setting up the new agent with your brokerage, and that is why we developed this cool company setting which allows you the Broker or manager to create automated user workflow templates which will automatically be added to the agent’s user profile when you first add them to RBO.
This will give you an easy task checklist to follow and and make on-boarding a new agent a walk in the park! (With this module you can say bye, bye, to those outdated manual agent on-boarding checklists!)