Run the business
Onboarding & licensing
Guided setup and license alerts
New agents set up in one guided flow, and licenses watched after that.
- A branded application that adapts by state.
- The AI matches the agent’s driver’s license to the person applying, and checks their real estate license is active with the state commission.
- You choose: let approved agents finish on their own with no staff needed, or review each application before their login is activated.
- The independent contractor agreement and policies are e-signed in the flow, and the agent picks a commission plan.
- CRM, website and transactions are ready when the agent is approved.
- License alerts at 90, 60, 30 and 10 days, an automatic lock on expiry, and access restored on renewal.
- 90days
- 60days
- 30days
- 10days
- Lock
How it works
From application to first day.
A new agent joins, and your staff only step in where you want them to.
Applies
A branded application, set up for your state, collects their details and documents.
Identity checked
The AI matches their driver’s license to the person applying.
License checked
Their real estate license is checked against state commission records. Inactive and suspended licenses are flagged differently.
You decide
Let approved agents carry on by themselves, or review each application before their login is activated.
Signs on
The contractor agreement and policies are e-signed in the flow, and the agent accepts a commission plan.
Ready to work
CRM, website and transactions are set up, and license alerts start 90 days before each renewal.
FAQ
Questions about onboarding.
The agent uploads their driver’s license, and the AI confirms it matches the person applying. Their real estate license is checked against state commission records to confirm it is active.
It is often temporary, for example when the agent’s previous broker has just released it. Suspended licenses are flagged differently. Either way, the application waits for your decision.
Yes. You choose whether approved agents finish onboarding on their own, or whether each application waits for your review before their login is activated.
Have another question? Ask us in a demo.
Platform sections
See a new agent onboarded.
We’ll take an application from license check to signed agreement and a working login.
Are you an agent? Send VybeOS to your broker or team leader