Keep real estate onboarding statuses aligned across systems

Project managers miss induction completions, causing onboarding and task records to fall out of sync and jeopardize listing readiness. Giving managers one up-to-date status so agents start sooner.

Overview

Onboarding mismatches leave agents unable to take listings and slow time-to-market. This workflow ensures induction completions update both task and agent records, eliminating status drift and giving project managers one source of truth. The result is faster handoffs, zero missed follow-ups, and fewer manual updates.

Notable Features

Mark induction tasks complete
Update agent onboarding records
Notify project managers of changes