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How do I onboard a new agent on my team?

To seamlessly onboard a new agent with PLACE, follow these critical steps to ensure immediate productivity and integration into your team's business operations.

  1. Begin by requesting a contract
  2. Create and activate a team email to support secure communications
    1. Add team managed email in google
    2. Request an email if your domain is managed by PLACE
  3. Add the agent to Brivity
    1. Invite the agent to sign into Brivity; their Brivity credentials will give them access to PLACE resources
  4. Apply the designated onboarding auto plans to accelerate training and engagement
    1. New Agent Onboarding Autoplan
    2. Experienced Agent Onboarding Autoplan
  5. Upon adding the agent to Brivity, PLACE will:
    • Share access to:
      • Your Team Toolkit
      • PLACE Academy
      • Our PLACE intranet
    • Initiate setup for CMA tools,
    • Enroll the agent in both Agent Onboarding and Brivity Foundations programs
    • Provide a complimentary six-month trial of Growth Day for elite coaching
    • Add them to the email distribution list
    • Add the Revenue Share Partner in Brivity

     To complete the process, register the agent for the official launch. 

    If you have any questions during onboarding, our support team is available at support@place.com to provide guidance.  This comprehensive onboarding procedure drives agent success and strengthens your team's operational foundation.