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Radius Office Onboarding Workflow

Updated yesterday

  • Begin the onboarding process by clicking the Start Onboarding button.

  • Personal Information: Confirm your info is correct and complete any blank fields

  • Click 'Proceed' to advance to the next step.

  • License Selection: Select the state you are licensed in.

  • License Number: Enter your license number in the provided field.

  • Enter the expiration date of your license in the designated field.

  • Click the button to proceed to the next step.

  • MLS Association: Enter your MLS association details.

  • Office Address: Input your office address in the provided field.

  • DBA Filing Option: Select whether you want to file a DBA (Doing Business As) by choosing 'Yes' or 'No' to complete the business information section.

  • Click the button to proceed to the next step.

  • License Transfer Instructions: Read the provided instructions in order to initiate a license transfer.

  • Notify Association: Update your MLS Association with the brokerage info shown.

  • Click the button to proceed to the next step.

  • Client App Customization: Fill out the fields with your brand's visual identity.

  • Client App Customization: Complete your brand details and description.

  • Click the button to proceed to the next step.

  • Add an Association: Click to add a new associate to your team.

  • Input associates information and click the Add Associate button.

  • Select the Send Invite button to complete the associate invitation process

    OR

  • Click Skip for Now to come back to this later.

  • Utilize this form to refer other real estate agents to Radius.

  • Click the button to finalize the onboarding process.

  • Click to proceed to the dashboard after completing the onboarding process.

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