Gateway
  • Introduction
  • The Glossary
  • User Manual
    • Getting Started
    • Applicants
      • Setup Your Gateway Account
      • Sign In to Gateway
      • Create a New Password
      • Track Your Tasks and Progress
      • Fill Out and Sign Documents
      • Upload Attachments
      • Download Documents
    • Managers
      • Sign In to Gateway
      • Track Your Tasks and Progress
      • Fill Out and Sign Documents
    • Teams
      • Sign In to Gateway
      • Create a Profile
      • Manage Profiles
      • Initiate an Onboarding Journey
      • Initiate an Off-boarding Journey
      • Manage Journeys
      • Manage Documents
  • Profile Management
    • Overview
    • Filter and Search
    • Create a Profile
    • Edit Contact Info
    • Profile MLS Associations
    • Profile State Licenses
    • Profile Locations
    • Auto-Fill Fields
  • Journey Management
    • Overview
    • Filter and Search
    • Onboarding
      • Initiate an Onboarding Journey
    • Off-boarding
      • Initiate an Off-boarding Journey
    • Navigate Through Journey Phases
  • Document Management
    • Overview
    • Clone a Document
    • Navigate Through Document Steps
    • Prepare a Document for Signing
  • Location Management
    • Overview
  • Team Management
    • Overview
  • Integrations
    • Overview
    • Data Integrations
      • MLS Data
      • State License Data
    • System Integrations
      • ADP Workforce Now APIs
      • Azure Active Directory API
      • Elliman APIs
  • reference
    • Overview
    • Documents
      • Agent Documents
      • Employee Documents
    • Notifications
    • Roles and Permissions
  • Releases
    • 1.20.0
    • 1.9.0 (Release)
    • 1.8.0
    • 1.7.0
    • 1.6.0
    • 1.5.0
    • 1.4.102-hotfix
    • 1.4.102
    • 1.4.1-hotfix
    • 1.4.1
    • 1.4.0
    • 1.3.0
    • 1.2.0
    • 1.1.0
    • 1.0.0-hotfix
    • 1.0.0
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Introduction

Introduction to Gateway documentation

NextThe Glossary

Last updated 1 year ago

Welcome to the comprehensive enterprise product documentation for our Onboarding and Off-boarding Platform, designed specifically for real estate brokerages. This cutting-edge platform is tailored to facilitate the onboarding, off-boarding, cross-boarding, and re-boarding of agents and employees, establishing a standardized process across the entire organization. Our goal is to streamline these crucial processes, ensuring a seamless transition for individuals at every stage of their journey with your company.

The platform is engineered to enhance transparency throughout the boarding processes, providing real-time updates and statuses to both applicants (agents and employees) and internal staff (including HR, hiring managers, executives, licensing teams, marketing teams, etc.). By offering a standardized set of document packages, it ensures compliance at both organizational and regional levels, adhering to state and local MLS association guidelines.

Key features include a centralized hub where applicants can easily track their task progress, upload necessary documents, and sign and submit forms digitally. Simultaneously, it allows internal staff to monitor and support applicants throughout their boarding journey, promoting efficiency and communication. This document will guide you through the platform's features, benefits, and operational procedures, ensuring your brokerage can fully leverage the potential of this onboarding and off-boarding solution to achieve a more organized, compliant, and streamlined experience for all stakeholders involved.

Using the Gateway Docs

The Gateway documentation is divided into two sections:

Get Started Now

Getting Started