Lake Martin Office
New Agent Onboarding
Live Test Module
No agent records yet. Click "+ New Agent" above to begin tracking a new hire's onboarding journey.
Complete each step in sequence. Notifications and document tracking will automatically populate the email hub as you work.
Pending notifications appear here as you check items. Click to compose the email in your mail client.
Call the new agent to welcome them and collect the following. If they don't have a headshot, direct them to Olivia Huggins. They have ONE week to submit headshot and bio to Marketing.
Email the Tech department with the agent's setup details. Use the "Email Tech Now" button below to launch a pre-filled message.
Opens your default mail client with the Tech team pre-filled. Edit the recipient address in the Resources panel below.
Confirm the new agent's account has been created in each system. Owner is noted for accountability.
Select who to loop in on the welcome email, then click "Compose Group Email" to launch a pre-filled message in your mail client.
Pulls the agent's info and your selected recipients to build a pre-filled email based on the LAH Sotheby's template. Edit before sending.
Complete the remaining setup items. Check each as it's done and add notes where needed.
Link each onboarding document to its file in Google Drive. Create a Drive folder for the agent, drop the documents in, and paste the shareable links here. Links travel with the agent record when exported. No file size limits, and everything stays backed up and shareable in Drive.
Quick links to forms, systems, and team email addresses. Customize these once and they apply to every agent. Shared across the entire workspace.
Click the text to select all, then Ctrl+C / Cmd+C to copy. Or use the Copy button below.
Edit as needed, then click "Open in Mail Client" to launch your default email app with this pre-filled.