Onboarding

Onboarding that gets agents productive fast.

Launch the brokerage, bring agents into the system, and move from setup to real use through a guided implementation process.

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Expert guidance from setup to success

A structured onboarding framework

Your brokerage, ready for growth

Search agents, contacts, or transactions...

Onboarding Progress60%

Your brokerage is 60% complete. You’re on track.

Brokerage setupCompleted

Brand and website setupCompleted

Office and roster importIn Progress

CRM and contact migrationNot Started

Agent profile setupNot Started

Training kickoffNot Started

First transaction launchNot Started

Welcome to PREN Connect

Your onboarding team is here to help you every step of the way.

Same vision.
Bigger possibilities.

A complete onboarding experience

From setup to success. All in one place.

We handle the details so you can focus on what matters most — your agents and your business.

Brokerage setup

Brand & website

Office & roster

CRM migration

Agent profiles

Training kickoff

First transaction

Onboarding steps

Everything you need to get up and running.

A guided, step-by-step process to configure your brokerage, onboard your agents, migrate your data, and launch with confidence.

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1.Brokerage setup

Company settings, operating structure, compliance, and account preferences.

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2.Brand and website setup

Logos, colors, website configuration, and public presentation.

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3.Office and roster import

Establish offices and bring agents into the right organizational structure.

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4.CRM and contact migration

Map and import client and relationship data included in your implementation scope.

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5.Agent profile setup

Complete profiles, credentials, media, teams, and office affiliations.

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6.Training kickoff

Assign product and role-based learning through PREN Academy.

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7.First transaction launch

Move from setup into real operating use.

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A faster path to productivity.

Guided. Structured. Supported. That is how a PREN Connect rollout is designed to work.

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A clear path forward

30-60-90 Day Onboarding Timeline

Know what to expect at every stage, with clear milestones and measurable progress. Actual timing depends on the size of your brokerage and the scope we agree together.

Download Onboarding Guide

30 DaysFOUNDATION

Brokerage setup complete
Brand and website live
Offices and agent roster imported
Initial CRM data migrated

60 DaysACTIVATION

Agents profiled and active
CRM and contacts migrated
Training sessions in progress
Agents using core tools

90 DaysMOMENTUM

Team trained and productive
Marketing campaigns live
First transactions in the system
Ongoing support and growth planning

Agent onboarding process

Set your agents up for success.

A consistent experience from day one to real results, so every agent joins the same way.

1.Welcome

A warm introduction and clear next steps.

2.Profile completion

Agents set up their profile and preferences.

3.Tools access

Access to CRM, listings, documents, and marketing.

4.Transaction training

Hands-on training to build confidence.

5.Marketing launch

Get live with personalized marketing tools.

6.Academy path

Ongoing learning to grow skills and close more business.

Expert support

You are never on your own.

Our implementation team is with you from setup to go-live and beyond.

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Implementation help

A dedicated onboarding contact
Personalized setup guidance
Best practices and ongoing support

Migration assistance

Help with data mapping and import
CRM and contact migration support
Minimize disruption, maximize accuracy

A PREN Connect implementation specialist — Real people.
Real support.
Real success.

Launch with confidence.

Get your brokerage up and running, your agents productive, and your business positioned for what comes next.

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