3. Review and Download Important Documents
These will give you clarity on expectations, systems, and how to succeed within the company.
Company Policy Manual
New Agent Success Guide
4. Onboarding Checklist
Make sure you’ve completed the following:
• Logged into your corporate email
• Completed SkySlope registration
• Completed Lofty CRM setup
• Scheduled your onboarding session
• Reviewed all documents
SUPPORT
If you have any questions during your onboarding process, feel free to reach out — we’re here to support you every step of the way.