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Reach out to your leader directly to speed up approval. Once approved, sign back in to begin your 15-step onboarding journey.

Dashboard
Onboarding
Start Here
Complete all 16 steps to become a licensed, active agent.
Onboarding
Welcome!
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16-Step Checklist
Check off each sub-item inside a step to unlock the Mark Complete button.
Note to your leader
Account
My Profile
Progress
My History
Every step you've completed — your onboarding timeline.
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Team
Leaderboard
ALP production and onboarding pace — see how the team stacks up.
Growth
100-Day Plan
100 days to transform your income, schedule, team, health, and impact.
Growth
Team 100-Day Plans
Track your team's transformation progress across all 5 areas.
Vision
My Vivid Vision
Paint a vivid picture of your life 3 years from now.
Vision
Team Vivid Visions
See what's driving each of your recruits.
Vision
All Vivid Visions
Every leader and agent's 3-year picture.
Help
FAQ
Common questions about your onboarding journey.
Activity
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AI Script Role-Play
Team
Team Stat Schedule
Recommended weekly schedule for success
Learn
Video Library
Training presentations and team resources
Admin
Manage Videos
Add, edit, and organize the video library
Script Teleprompter
Tools
Additional Tools
Business card maker, assessments, and more.
AI Script Role-Play
Script Teleprompter
Tools
Additional Tools
Business card maker, assessments, and more.
Leader
Welcome
Your active agents and onboarding status
My Agents
NameEmailPhoneStateProgressIn SystemStatusOutreachActions
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Admin
Admin Dashboard
Analytics, approvals, and team performance
⚠ Pending Approvals
NameEmailPhoneStateLeaderRegisteredActions
Admin
Team Contacts
All recruits — profiles, notes, Pinnacle, Coded
All Agents
NameEmailPhoneLeaderIn SystemProgressPinnacleCodedNotesActions
Admin
Controls
Manual overrides, field edits, system actions, and admin user management.
🛡️ Add Admin User
Create a user with admin-only access — no recruit or leader view
Global Broadcast
Sends to ALL agents across all leaders
All Agents — Override Controls
NameLeaderProgressStatusLast ActiveLicensedOverride
Admin
Manage Leaders
Add or remove team leaders
➕ Add New Leader
Messages
Messages
Direct messages with your leader
Messages
Messages
Direct conversations with your agents
Goals
My Goals
Set your weekly targets and track your first sale.
Weekly Targets
First Sale
🪪 Agent Number
Weekly Performance Log
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Resources
Training Library
Scripts, guides, and resources for your team.
Activity
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Analytics
Pipeline
Where are your recruits in the onboarding funnel?
Analytics
Pipeline Overview
Full org funnel and first-sale leaderboard.
Messaging
Broadcast
Push a message to all your recruits' dashboards.
Team Broadcast

This message will appear as a banner on every recruit's dashboard. Use it for meeting reminders, announcements, or motivation.

📜 Broadcast History
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Account
My Profile
Update your info and change your password.
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Leadership
My Business Plan
Your 3-phase roadmap to building a producing team.
My Goals
Set weekly targets and track your pace.
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Admin
Activity Report
All agent daily activity — view, filter, and export to Excel.
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Leadership
Recruiting Scripts
Word-for-word scripts and objection handling for building your team.