Training and onboarding
New agents ready in week one. Every training in one place.
Every new agent gets the same onboarding checklist the day they join, and steps like the profile, headshot, license number and agent website tick themselves when the work is done. Videos, recorded meetings, documents and policies live in one library, and managers see who is done and who is stuck.
Included on every plan. 14 days free on Core, no credit card required.
One library for everything you already record.
The Tuesday sales meeting, the listing presentation walkthrough, the compliance refresher and the slide deck from last quarter. Put them in courses agents can find, filter by category and finish at their own pace.
- Uploaded videos, Zoom, YouTube, Vimeo, Loom and Google Drive links
- Documents, web links and written lessons
- Courses shown to the roles you choose
- A Getting started with AgentBlitz course included for every brokerage
Policies acknowledged, on the record.
Attach the policy manual or the new commission policy and ask every agent to confirm they read it. AgentBlitz keeps who confirmed, when, the exact statement and the document name, and the admins see who has not.
- Your own statement, or the default one
- Acknowledgments as steps in a checklist or lessons in a course
- The policy manual step is already in the starter checklist
An acknowledgment is a training record, not an electronic signature.
See who is ready and who is stuck.
Managers see every assigned agent's progress, filter by overdue, open the steps that are left and send a reminder with one click. Reminders arrive in the app and by email, at most once a day per checklist.
- Progress per agent and checklist, step by step
- Filters for incomplete, overdue and complete
- Managers see only the offices and teams they manage
Onboarding on autopilot, in three steps.
-
Start from the starter checklist
Open Manage training and a New agent onboarding checklist is waiting: profile, headshot, license number, the policy manual, the Getting started course, email signature, agent website and first listing. Edit it to match how you onboard.
-
Add your courses and recordings
Upload training videos, paste Zoom, YouTube, Vimeo, Loom or Google Drive links, attach documents and your policy manual, and group lessons into courses by category.
-
Turn on auto-assign
Every agent who accepts an invitation gets the checklist with a due date counted from the day they join. Managers follow progress and send reminders.
Related
Questions, answered.
Can we put our Zoom recordings in the library?
Yes. Paste the recording's share link as a lesson and agents open it from the course. YouTube, Vimeo, Loom and Google Drive videos play right inside AgentBlitz; Zoom does not allow its recordings to be shown inside other sites, so Zoom links open in a new tab.
You can also upload a video file (MP4, MOV or WebM, up to 1 GB). Uploaded videos count toward the brokerage's storage, and agents pick up where they left off.
Is an acknowledgment an electronic signature?
No. An acknowledgment records that an agent confirmed a statement, such as "I have read and understand this document", with who, when, the exact wording and the document name. It is a training record, not a signature. Use your e-signature tool for documents that must be signed.
Who can create courses and checklists?
Owners and admins create and edit courses and checklist templates for the whole brokerage. Managers assign checklists, mark steps done and send reminders for the agents they manage. Every member can open the library and their own onboarding.
Does training cost extra?
No. Training and onboarding are included on every plan: Core, Pro and Enterprise.
Give every agent a marketing team.
Set up your brokerage, invite your agents and launch your next listing today.
14 days free on Core. No credit card required.