Simple for agents
A clear path from day one
New agents always know what’s next. Their login is set up for them, their steps are laid out, and they can get to work without waiting on anyone.
The
ONBOARDING
Agent onboarding made simple, for the agent and for every admin behind them.
Agent onboarding · Team communication · AI Agency Vault
Agent Onboarding
Bringing on a new agent shouldn’t mean scattered messages, missed steps, and five people asking where things stand. Launchpad Onboarding keeps the whole process in one organized place.
A clear path from day one
New agents always know what’s next. Their login is set up for them, their steps are laid out, and they can get to work without waiting on anyone.
Every agent, every stage, one view
See exactly where each agent is in onboarding, what’s done, and what’s still open. No spreadsheets, no chasing updates.
Communication that doesn’t get lost
Every department works from the same record, so conversations, handoffs, and updates stay connected across the whole organization.
One short sign-up from the agent. The system takes care of the rest.
01
One short form is all it takes to get started.
02
The agent’s record is created and shared, so recruiting, support, and leadership all see the same status.
03
Login, access, and tools are ready, and the agent is working without back-and-forth.
Track every message and handoff against the agent it belongs to. When someone new picks up the thread, the full history is already there, so nothing gets repeated and nothing slips.
Once agents are onboarded, the AI Agency Vault gives them leads to work and keeps them motivated, while you keep full control.
Agents always know exactly how much time they have left in the Vault, right on their screen.
Agents follow their own production as they go, with premium totals that update with every sale.
Every close is announced as it happens, keeping the whole team engaged and pushing for the next one.
See every agent in the Vault at a glance: who’s active, how much time they have, and how they’re producing.
When an agent’s time is up, their access ends on its own. No manual cleanup, no lingering logins.
Leads are safeguarded through the LaunchPad Lead Center, helping prevent them from being unintentionally recycled back to your own agents.
Create your account, keep your whole team in sync, and give your agents the AI Agency Vault advantage.