A step-by-step journey into the brokerage — train, get licensed, build your brand, and level up until you're ready to sell.
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revolv™
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welcome aboard
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Let's get you ready to sell.
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your journey to going live
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office action queue
recent activity
agent documents
Every agent who has started onboarding — profile photo, ID/license uploads, and signed paperwork. Click an agent to expand, then click a document to open and download it.
onboarding procedures
form library
Upload a flat PDF, or pick a saved form, then click on the page to drop fields and bind them to intake data.
Place field:Click a spot on the page to place the selected field. Click a placed field to remove it. Use "Signature" to mark where the agent signs.
agent questions
activity & audit history
Review meaningful onboarding, office, form, question, and administrative events. Every event links to its record. Nothing here can be edited or deleted.
settings
Detailed role & permission matrix, notification rules, and enrollment defaults are being finalized in a separate review. Current admins:
REVY assistant
REVY's office-side capabilities — triaging agent questions, drafting answers, and suggesting nudges — are on the roadmap. This workspace is a reserved placeholder per the V2 guide; the agent-facing REVY button runs in placeholder mode.