This is Taskativity's Agent Onboarding Roadmap. More information about real estate transaction coordination can be found here: https://taskativity.com

1. 01 02 03 04 05
Introduction Call and
Business Audit
Introduction Phone Call with
Transaction Coordinator
Agent Given Access to
Our TC Portal
First File Submitted for
TC
Agent Completes
Preferences Form
Agent Onboarding Roadmap

2. 01 Introduction Call and Business Audit
Agent Onboarding Roadmap
● Uncover the pain points within the Agent’s business
● Assess the technology platforms the Agent is currently using
● Go over Taskativity’s services
● Establish expectations and next steps

3. 02 Agent Completes Preferences Form
Agent Onboarding Roadmap
● Allows Taskativity to capture all the important contacts the Agent
uses e.g., home inspector, termite/moisture inspector, settlement
provider, etc.
● Agent also provides us with a link for us to drive online reviews to.

4. 03 Introduction Phone Call with Transaction Coordinator
Agent Onboarding Roadmap
● Opportunity for Agent to become familiar with their TC, and to go
over expectations and technology implications.
● Discussion about next steps.

5. 04 Agent Submits Their First File
Agent Onboarding Roadmap
● The TC setups the internal workflow for the Agent’s transactions
● Agent is notified via message that the Contract QA process has
begun
● Agent receives a weekly digest email of TC activities until the
transaction closes.

6. 05 Agent Given Access To Our TC Platform
Agent Onboarding Roadmap
● Agent sent an invite link to sign up for online access to our TC
Platform
● Transactions can be accessed 24/7 online