New Broker Onboarding

Get Set Up. Get Clear. Get Moving.

A simple onboarding that helps you understand your account, your tools, your first actions, and your immediate next step.

Start Your Onboarding ↓
Before You Begin — Have These Ready

Back Office Login

Your FreedomPath credentials.

Notebook or Notes App

To capture your links and logins.

Thirty Focused Minutes

Uninterrupted time to get it done.

01 Your Session Begins Shortly
01:00

Click below when you're ready. The one-minute countdown gives you time to grab your login information and a notebook before you dive in.

02 Complete Your Setup
0/4 done

Confirm Your Account

Log in and verify your profile, contact info, and access. Open Broker Login ↗

Activate Your Services

Get familiar with your products so you can speak to them confidently. See Product Training →

Save Your Links

Bookmark the Broker Hub and generate your referral link. Open the Hub →

Know Your Next Step

Head into Fast Start to build your list and launch your outreach. Go to Fast Start →

🎉 You're set up and ready!

Onboarding complete. Your next move is your Fast Start.

Begin Fast Start →