Create onboarding item and send welcome email to agent

Your agent transfer form submissions lack onboarding structure, delaying contract signing and payment setup. You get an onboarding record and e-sign request so agreements finish same day.

Overview

Missing structure in agent transfer submissions stalls contracts and payment setup. This flow captures the submission, creates a tracked onboarding record, sends a welcome email, and issues the right e-sign packet so agreements complete same day and billing can start promptly.