REAL ESTATE AGENT ONBOARDING PROCESS

Created by ChecklistGuro (https://checklistguro.com)

[ ] Create Agent Profile: Create a new entry in the 'Agents' data model to initialize the onboarding record.
[ ] Fetch Agent Documents: Retrieve existing uploaded files (ID, License, Contract) from the Documents data model.
[ ] Verify Legal Compliance: Assign a task to the Legal Department to verify the agent's real estate license and background check.
[ ] Update License Status: Update the 'License Verified' boolean field in the Agent Profile entry after legal review.
[ ] Setup CRM Access: Assign a task to the IT Department to provision CRM and email credentials.
[ ] Create System Credentials Entry: Create a record in the 'IT Assets' data model containing the new agent's username and access levels.
[ ] Assign Office Equipment: Assign a task to the Operations team to prepare laptop, business cards, and office keys.
[ ] Calculate Commission Split: Calculate the agent's net commission percentage based on their contract terms and company overhead variables.
[ ] Update Commission Structure: Update the 'Commission Rate' field in the Agent Profile with the calculated value.
[ ] Send Welcome Email: Send an automated welcome email to the new agent with their onboarding handbook and login instructions.
[ ] Notify Agent of Completion: Send an SMS to the agent's phone number informing them that their onboarding is complete and they are active.
[ ] Retrieve Training Requirements: Get a list of mandatory training modules from the 'Training Catalog' data model.
[ ] Assign Mandatory Training: Create tasks for the new agent to complete specific compliance and sales training modules.
[ ] Calculate Training Progress: Aggregate completed training modules vs. total required modules to determine the percentage of completion.
[ ] Generate Onboarding Summary Report: Create a final report summarizing the agent's onboarding timeline, completed tasks, and verified documents.
[ ] Set Agent Status to 'Active': Update the final status field in the Agent Profile to 'Active' once all tasks are verified.

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