Overview
Digital Onboarding allows brokerages to automate the collection of new agent information through a customizable online registration form.
Instead of exchanging multiple emails or manually gathering documents, new and transferring agents can complete their onboarding online by providing all the information your brokerage requires before they receive access to the Hub.
Once submitted, each registration is placed into a Pending Approval queue, where Brokerage Administrators can review the information before activating the agent's account.
After approval, the agent automatically receives a welcome email with instructions to access Hub and begin using the platform immediately.
Benefits
Digital Onboarding helps your brokerage:
Reduce manual data entry.
Eliminate paper onboarding forms.
Standardize the onboarding process across your brokerage.
Collect complete and accurate agent information.
Speed up account creation and Hub access.
Improve the onboarding experience for new and transferring agents.
Ensure administrators review every registration before activation.
How It Works
The onboarding process is simple for both agents and administrators.
Step 1: Agent Registration
New or transferring agents complete your brokerage's secure online onboarding form by entering the required information.
Depending on how your brokerage has configured the form, agents may provide details such as:
Contact information
Licence information
Office location
Branding preferences
Professional profile details
Additional brokerage-specific information
The registration can be completed from any device without requiring a Hub account beforehand.
Step 2: Administrator Review
After submission, the registration appears in the Brokerage Admin Panel with a Pending Approval status.
Administrators can review the submitted information to ensure it is accurate and complete before granting access to the brokerage.
This approval step gives your brokerage full control over who receives access to your Hub environment.
Step 3: Account Activation
Once approved, Hub automatically:
Creates the agent's account.
Sends a welcome onboarding email.
Provides login instructions.
Grants immediate access to the brokerage's Hub workspace.
From their first login, agents can begin using features such as:
Brokerage Resources
Brokerage Calendar
Marketing Templates
Branding Kit
Social Calendar
MLS-powered marketing tools
Other brokerage resources available to their office
Customize Your Onboarding Form
Every brokerage has different onboarding requirements.
Digital Onboarding allows Brokerage Administrators to customize the registration form by choosing which fields are:
Required
Optional
Hidden (when applicable)
This flexibility allows you to collect exactly the information your brokerage needs while keeping the registration process simple for new agents.
Faster Onboarding for New Agents
Because the onboarding process is completed digitally, agents can begin using the Hub shortly after approval.
There is no need for administrators to manually collect information through email or create accounts one at a time, helping new recruits become productive more quickly.
Best Practices
For the best onboarding experience:
Keep required fields focused on essential information.
Review pending registrations regularly to avoid delays.
Ensure welcome emails are approved promptly so agents can access the platform as soon as possible.
Encourage new agents to complete their Hub profile after their first login.
Direct agents to Brokerage Resources and upcoming Brokerage Calendar events as part of their onboarding process.
Why Use Digital Onboarding?
Digital Onboarding is designed to work seamlessly with the rest of REable Hub's brokerage management tools.
Combined with Brokerage Resources, Brokerage Calendar, Branding Kits, Marketing Templates, and the Brokerage Administration Panel, it creates a complete onboarding workflow—from registration and approval to training and ongoing support.
By automating the onboarding process, your brokerage can reduce administrative work, improve accuracy, and provide every new agent with a consistent and professional first experience.