AI Teammate ยท Onboarding Concierge
An onboarding concierge that guides every new agent, start to finish.
BrokerBot reads your onboarding guide and walks each new agent through it step by step over the weeks and months it takes to fully integrate them, running scheduled tasks, answering questions 24/7, and never forgetting where anyone is in the process.
What is an AI onboarding concierge?
An AI onboarding concierge is an AI teammate that runs new-agent onboarding for teams and brokerages. It reads your onboarding guide and turns it into a step-by-step plan, then walks each new agent through it over the weeks and months it takes to fully integrate them, running scheduled tasks, checking in at the right time, and answering questions 24/7. Because it never forgets where each person is, no new hire falls through the cracks and every agent ramps the same proven way.
How it works
From day one to fully ramped.
Reads your onboarding guide
Hand BrokerBot your onboarding playbook and it turns it into a structured, step-by-step plan, the systems, scripts, paperwork, and milestones every new agent needs.
Runs the plan on a schedule
It walks each new agent through onboarding step by step over weeks and months, triggering the right task at the right time and checking in so nothing stalls.
Supports them 24/7, never forgets
New agents can ask it anything, anytime, and it always knows exactly where they are in the process, so the experience is consistent and nobody slips through the cracks.
What it handles
Onboarding that runs itself, the right way.
- Reads your onboarding guide and builds the plan
- Walks each agent through onboarding step by step
- Runs scheduled tasks over weeks and months
- Checks in at the right milestones automatically
- Answers new-agent questions 24/7
- Remembers exactly where each agent is
- Keeps every new hire on the same proven track
- Gives leaders visibility into ramp progress
AI onboarding vs. the alternatives
How an AI onboarding concierge compares to a manual onboarding checklist or ad-hoc mentoring.
| Manual checklist | Ad-hoc mentoring | BrokerBot | |
|---|---|---|---|
| Follow-through | Drops off fast | Depends on the mentor | Every step, every time |
| Timeline | First week only | Inconsistent | Weeks to months, scheduled |
| Support | Business hours | When someone's free | 24/7 |
| Memory | Easily lost | In someone's head | Never forgets |
| Consistency | Varies | Varies by mentor | Same proven track |
Onboarding concierge FAQs
What is an AI onboarding concierge?
It is an AI teammate that runs new-agent onboarding. It reads your onboarding guide, builds a step-by-step plan, and walks each new agent through it over the weeks and months it takes to fully integrate them, running scheduled tasks, checking in at the right milestones, and answering questions 24/7, while always remembering where each person is.
How does it know our onboarding process?
You give BrokerBot your onboarding guide and materials. It reads them and turns your process into a structured plan, so every new agent is ramped the way your brokerage actually does it, not a generic template.
How long does onboarding run?
As long as your process takes. It runs scheduled tasks and check-ins over the full weeks and months it takes to integrate a new agent into your team or brokerage, instead of stopping after the first week.
What if a new agent has a question at night or on the weekend?
They can ask the concierge anytime. It offers 24/7 support and always knows exactly where they are in onboarding, so they get the right answer and the right next step without waiting for business hours.
How do I get started?
Book a 20-minute demo and we'll load your onboarding guide and show the step-by-step plan and scheduled tasks it builds for a new agent. Most teams are live in under a week.
Ramp every new agent, the right way.
Book a 20-minute demo and we'll turn your onboarding guide into a scheduled, step-by-step plan for a new agent live.