To bulk add accounts to an existing onboarding, click on “Setup” and then Accounts from your dashboard.
Please note that this is an Enterprise and Plus feature only.
Search for the accounts you want to include in the onboarding.
From the Actions dropdown menu, click Onboard Accounts.
The following popup will appear, allowing you to select the questionnaire for the chosen agent(s) to complete.
There are two additional options:
1. Account cannot access totalBrokerage until this questionnaire is complete: This means that the account being onboarded will not be able to go into TotalBrokerages dashboard until this Onboarding is fully completed.
2. This questionnaire must be completed within a certain time frame: This makes the Onboarding due in a specific amount of hours/days, and when it becomes overdue will send overdue notifications to the person being onboarded.
Click on Okay.
You can view the Questionnaires in the Onboarding Tab for each account.