New Member Portal

Welcome!

Your new member onboarding checklist.

Quick steps

• For each checklist item, click the checkbox in the bottom-right of the item to mark it complete.
• Some items include a file upload (paperclip or file icon). If a file is required, upload the document there. Staff cannot verify that item until the required file is uploaded.
• The checklist does not automatically detect completion of external tasks (training sites, Zoom attendance, etc.). You must manually check the box for every item you complete.
• When you finish all needed items, choose Submit for staff review. Staff will review your uploaded documents and completion marks.
• If staff confirms your completion, both you and your managing broker will receive a confirmation email. Your managing broker can also view and track your progress.