Onboarding Agents
Bringing new agents onto your brokerage's ListHouze account should be fast and frictionless. The onboarding workflow handles invitation, account creation, role assignment, and initial training so new team members can start generating business from day one. Administrators can onboard agents individually or in bulk.
Inviting New Agents
Send email invitations from the Agency Settings page by entering the agent's name and email address. For larger onboarding events, upload a CSV file to invite multiple agents at once. Each invitation includes a unique signup link that automatically associates the new account with your brokerage.
Account Provisioning and Setup
When an agent accepts their invitation, ListHouze provisions their account with the permissions, templates, and lead routing rules defined by your brokerage defaults. Agents are guided through a short setup wizard to add their profile photo, bio, license number, and connected social accounts.
Training and Orientation Resources
Point new agents to your brokerage's custom training materials hosted within ListHouze. Create onboarding checklists that walk agents through key platform features, from setting up their listing feed to configuring their first automated follow-up sequence.
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