TotalBrokerage - Agent Onboarding

Agent Onboarding

The Best New Agent Onboarding Platform (or Agent Onboarding)

TotalBrokerage’s onboarding platform was built by real estate and software professionals to be convenient and save time for both the brokerage and the agent.

Easy to Use Checklists & Agent Onboarding Automation

With TotalBrokerage, you can automate checklists and the entire agent onboarding process to digitally request the correct information, so the agent can complete it on their time and from the convenience of their mobile device or computer, streamlining the process and ensuring nothing is missed.

Because TotalBrokerage is an all-in-one software solution, you can integrate and educate your agents with the rest of our features in the same place that they are onboarded, so the transition is as simple and seamless as possible.


Create, edit, and manage fully customizable questionnaires for your new or potential agents.

Onboarding Queue

Never lose track of your new agent onboarding progress. The onboarding queue is used to see what outstanding work you have left to do for agent onboardings.

Why Choose Total Brokerage?

TotalBrokerage eliminates the need for a separate New Agent Onboarding System, CRM, Lead Tracking, Transaction Management, or other back office programs because TotalBrokerage has all of these features for your real estate brokerage in one platform.

Our All-in-One Real Estate Brokerage Software Solution Features:

Lead Management, CRM, Marketing, Transaction Management, E-Signature, Commissions & Accounting, Reporting, Agent Onboarding, Human Resources, Intranet, API & Zapier, Auditing & History