Agentbox Onboarding Checklist and Guidelines

This document is a guide that outlines the onboarding process for new users of the Agentbox platform. It details the necessary steps to be taken before launching the system, including the completion of online training through Agentbox Academy, management of commissions, and the submission of portals and integration requests. The checklist emphasizes the importance of preparing office details, compliance documentation, and reviewing current listings prior to the go-live date. Additionally, it provides a post-onboarding walkthrough session to ensure all staff cards are correctly set up and system configurations are accurate. The guide also covers the setup of additional modules, such as the Leads Capture Module and Sales Trust Module, and includes FAQs to address common concerns during the onboarding phase. Overall, the document serves as a comprehensive resource to facilitate a smooth transition to using the Agentbox system.