Stop chasing paperwork. Try OnboardMap free.

Onboard a buyer or seller in one sentence.

Describe what you need from a new buyer or seller and OnboardMap builds the whole onboarding, representation agreements, pre-approval, and disclosures. Send one link, and it tracks every step and summarizes what comes in.

Describe what you need, OnboardMap builds the whole intake. Send one link, it tracks every step before showings.

  • Describe it in one sentence, AI builds the intake, no templates or setup
  • Collects agreements, pre-approvals, and disclosures in one portal
  • Automatic reminders and tracking so deals never wait on paperwork
  • Describe it, AI builds it, no setup
  • Collects agreements and pre-approvals
  • Auto reminders and tracking
First onboarding free. No credit card.
Security first

Built for sensitive onboarding documents.

Every upload is encrypted. Every link expires. Every access is logged. Sensitive data stays out of email, and out of the wrong hands.

Encrypted uploads

TLS in transit, AES-256 at rest. Uploads go straight to your portal, not your inbox.

Expiring magic links

Each recipient gets a unique link that expires and can be revoked or regenerated any time.

Role-based access

Control who on your team can view, edit, or approve each onboarding.

Activity visibility

Every upload, view, and edit is logged. You always know who did what, and when.

Files out of email threads

No attachments in threads, no forwarded PDFs. Documents live in one auditable place.

TLS 1.3 in transit • AES-256 at rest • Least-privilege access • Audit log per onboarding
Sound familiar?

Deals Wait While Paperwork Trickles In

A new buyer or seller signs on and you rebuild the same intake, then chase the representation agreement, pre-approval, IDs, and disclosures across text, email, and screenshots. You are showing homes or listing a property before you even have a signed agreement on file.

New buyer or seller signed, but you are chasing agreements, pre-approvals, and disclosures across text and email.

Sound familiar?
Inbox
47 unread
The fix

Describe It. It Builds Itself.

Describe what you need from a buyer or seller and OnboardMap builds the whole onboarding, agreements, intake forms, document requests, and a branded portal. Send one link, and it tracks every step, reads and summarizes uploads, and reminds clients. No templates, no setup.

Describe what you need and OnboardMap builds the intake, agreements, and portal. Send one link, it tracks and reminds.

Client Portal
Status
In progress
Due
Apr 15, 2026
3 of 4 steps complete
75%
Welcome & Engagement Letter
Filer Information
Prior Year Returns
Income Documents

1. Describe it

Type what you need in plain English. No templates, no setup.

2. It builds the onboarding

OnboardMap creates the checklist, intake forms, document requests, and a branded portal, in seconds.

✨ Built in seconds

3. It runs itself

Send one link. OnboardMap tracks every step, reads and summarizes uploads, and reminds recipients so nothing stalls.

Real Estate Client Onboarding, Before vs. After

Before
  • Representation agreements signed late, if at all
  • Pre-approval letters buried in text threads
  • Buyer needs and budget captured on scratch notes
  • Disclosures acknowledged verbally, not on record
  • No clear status on which clients are ready to go
  • You are showing homes before the paperwork is done
  • Agreements signed late, if at all
  • Pre-approvals buried in texts
  • Buyer needs on scratch notes
  • Disclosures not on record
  • No clear readiness status
  • Showing homes before paperwork
After
  • One link with the agreement and every request
  • Pre-approval and IDs uploaded to one portal
  • Buyer or seller needs captured in a structured form
  • Disclosures acknowledged and logged on record
  • Real-time status: signed / uploaded / waiting
  • Every client ready before the first showing
  • One link with agreement and requests
  • Pre-approval and IDs in one portal
  • Disclosures acknowledged and logged
What you get back

Zero setup. Faster kickoff. Cleaner cash flow.

The payoff of onboarding that builds and runs itself.

Zero setup

No templates to build or forms to configure. Describe the onboarding once and it’s ready to send.

Faster kickoff

Recipients finish intake in days, not weeks. You start billable work sooner.

Less admin time

No more chasing missing docs, re-sending forms, or opening every upload, it’s tracked, read, and summarized for you.

Fewer dropped balls

Real-time status means nothing sits in someone’s inbox for two weeks.

Better onboarding experience

One clean link. A checklist they can follow. No logins, no confusion, no "did you get my email?"

Faster revenue recognition

Projects start on time, so invoices go out on time. Fewer stalled engagements, cleaner cash flow.

Built for any team that onboards.

Bookkeeping & Accounting

Collect W-9s, bank statements, and account access through one branded link, so every new client is set up without the back-and-forth.

W-9sBank docsIntake

Marketing Agencies

Gather brand assets, platform logins, and approvals in one tracked portal, so campaigns can kick off on day one instead of week three.

Brand assetsAccessApprovals

MSPs & IT Services

Request asset inventories, credentials, and security details through a secure portal, so you can onboard new clients without chasing scattered spreadsheets.

InventoriesCredentialsSecurity

Consultants

Run discovery, signed contracts, and KPI baselines from one link, so every engagement starts with the information you actually need to deliver.

DiscoveryContractsKPIs

Law Firms

Collect engagement letters, client IDs, and retainers in a secure portal, so you can open new matters without a pile of email attachments.

EngagementsIDsRetainers

Financial Advisors

Handle KYC, risk questionnaires, and account transfers in one place, giving new clients a smooth, compliant start to the relationship.

KYCRisk formsTransfers

Mortgage Brokers

Request pay stubs, statements, and IDs up front through one portal, so applications move to underwriting without weeks of document chasing.

Pay stubsStatementsIDs

Real Estate Agents

Collect pre-approvals, disclosures, and IDs through a branded portal, so you can keep every buyer and seller moving toward closing.

Pre-approvalDisclosuresIDs

Insurance Agents

Gather applications, declaration pages, and payment details in one link, so new policies get bound without the usual paperwork bottleneck.

ApplicationsDec pagesPayment

Recruiters

Onboard candidates with I-9s, agreements, and documents in a single portal, so every new hire is ready to start on schedule.

CandidatesI-9sAgreements

Employee Onboarding

Send I-9s, W-4s, and policy sign-offs before day one, so new employees arrive fully set up and ready to work.

I-9W-4Policies

Vendor Onboarding

Collect W-9s, insurance certificates, and banking details in one tracked flow, so you can approve new vendors without the manual follow-up.

W-9COIBanking

Anyone who onboards

Whatever you collect to get someone started, describe it once and OnboardMap builds a branded portal that gathers every document and answer for you.

Web developersPhotographersCoachesFreelancersWedding plannersInterior designersArchitectsTherapistsProperty managersNonprofitsTutorsEvent planners

Describe It Once. Everything Else Is Handled.

AI-built onboardings

Describe what you need and get a complete onboarding in seconds.

Intake forms

Questionnaires built from your prompt, with the fields you need.

Automated follow-ups

Nudges go out on your schedule. No manual chasing.

Real-time status

Done, waiting, or blocked, with clear owners at a glance.

Branded portal

Your logo and colors. A polished onboarding experience.

In-portal messaging

Message recipients in their portal, no more email tag.

Why not just use email + Drive + Forms?

Because that’s what’s breaking now.

Here’s what changes when a sentence builds and runs the whole onboarding for you.

What you’re trying to do
Email + Drive + Forms
OnboardMap
Set up an onboarding
Build checklists, forms, and requests by hand, every time.
Describe it in a sentence. Built in seconds.
Collect documents
Files scattered across inboxes, threads, and attachments.
One portal. One checklist. Every file tagged to a request.
Read what comes in
Open and skim every attachment yourself.
Uploads are read and summarized for you.
Know what’s missing
Scroll through email and guess.
Real-time status: done, waiting, blocked.
Onboarding experience
Confusing email chains, broken form links, "forgot your password?" loops.
One link. Zero logins. Step-by-step.
Security
Docs live in inboxes forever, easy to forward or leak.
Encrypted uploads, expiring links, activity logs.
Reminders
You nag, manually, and hope.
Automatic nudges on the schedule you set.
Team handoff
Nobody else on your team can find anything.
Team access with roles and clear owners.
PM tools vs OnboardMap

Does this replace Asana, Notion, or Monday?

No. Those are internal PM tools for your team. OnboardMap is the recipient-facing layer that runs before the project starts, so by the time work lands in your PM tool, you already have the docs, forms, and access you need.

Step 1 · Before kickoff
OnboardMap
Recipient-facing
Onboarding checklistDocument requestsIntake formsMagic links
Step 2 · Work starts
Your PM tool
Internal
Your team's tasksProject boardsInternal notesReporting
Free Download

Free Onboarding Checklist for Real Estate Agents

Separate buyer and seller checklists, agreements, pre-approvals, IDs, and disclosures.

  • Buyer and seller representation agreements
  • Pre-approval and proof of funds
  • Buyer needs and budget intake
  • Disclosures and IDs
Get the Free Checklist
Real Estate Onboarding Checklist
Task Owner Status
Representation agreement Client Uploaded
Pre-approval letter Client Waiting
Buyer needs intake Client Done
Photo ID Client Waiting
Agency disclosures Client Waiting

Onboard Anyone in One Sentence

Describe what you need. OnboardMap builds it, sends one link, and tracks every step.
First onboarding free. No credit card required.

Simple Pricing. No Surprises.

Your first onboarding is free. After that, it's just $12 per client onboarding.

Your first client onboarding is free. No credit card required. No monthly limits.
Get Started Free

Pay As You Go

FIRST ONE FREE

No subscription. No monthly fee. Pay only when you send.

$12
per client onboarding
No credit card required to start. Storage limits apply.
What's included
  • Your first onboarding is free
  • AI-built onboardings from a simple prompt
  • No monthly limits, send as many as you need
  • Magic link access for recipients, no account needed
  • Unlimited team seats
  • Intake forms + secure uploads
  • Automatic reminders

Your first client onboarding is free, then $12 per onboarding. No subscription, no monthly fee, no monthly limits. No credit card required to start. Storage limits apply.

Can I send representation and listing agreements?

Yes. Attach your buyer representation or listing agreement and request a signature or acknowledgment as a step. Clients complete it in the portal before you start showing or listing.

Can I capture what a buyer is looking for?

Yes. Use built-in intake forms to capture budget, must-haves, timeline, and pre-approval status, so you only show homes that fit and never re-ask the same questions.

Do my clients need to create an account?

No. Clients access their portal via a magic link sent by email. No signup, no password, no app to install. They click the link, see their checklist, and start completing steps immediately.

Can I collect pre-approval letters and disclosures?

Yes. Request pre-approval letters, proof of funds, and IDs by name, and attach disclosures for acknowledgment. Everything is tied to a specific step and logged.

How does pricing work?

Your first client onboarding is free, then each onboarding you send is a flat $12. There’s no subscription, no monthly fee, and no monthly limits, you pay only when you send. There’s no cap on total clients. Storage limits still apply.

Can I brand the portal with my logo?

Yes. Every onboarding includes a branded portal link, and you can customize your logo and brand colors for a fully white-labeled client experience.

Does this replace my CRM or transaction management tool?

No. OnboardMap is the client-facing intake you send at the start. It complements your CRM and transaction tools like Dotloop or SkySlope.

Can clients upload files securely?

Yes. All uploads are encrypted in transit and at rest. Files go directly to your portal, not text or email. Uploads are tied to specific requests so nothing gets lost.

Ready to onboard anyone?

Describe what you need, and OnboardMap builds and sends your first onboarding in minutes.

First onboarding free, then $12 each. No credit card required.

Check out our blog

Onboarding
Templates
Client CX
Case Studies
Documents
Automation
Real Estate Client Onboarding Checklist (Buyers and Sellers)

Real Estate Client Onboarding Checklist (Buyers and Sellers)

Separate client onboarding checklists for real estate buyers and sellers, from representation agreements and pre-approval to disclosures and closing documents.

Client Onboarding for Real Estate Agents: Turn Signed Agreements Into Closed Deals Faster

Client Onboarding for Real Estate Agents: Turn Signed Agreements Into Closed Deals Faster

Real estate agents do not lose deals at closing. They lose them in the messy first 72 hours after a buyer or seller signs. Here is the onboarding system top producers use to shorten the path from signature to sold.

Client Intake Form Template for Service Businesses

Client Intake Form Template for Service Businesses

A ready-to-use client intake form template with the exact fields service businesses need to collect.

How to Securely Collect Documents from Clients (Without Email)

How to Securely Collect Documents from Clients (Without Email)

Stop collecting client documents through scattered email threads and start using a system that actually works.

The Client Onboarding Checklist Every Service Business Needs

The Client Onboarding Checklist Every Service Business Needs

A practical checklist to onboard new clients faster without dropping the ball on documents, questions, or access requests.

Client Onboarding Guide 2026: The Complete Playbook + Free Templates

Client Onboarding Guide 2026: The Complete Playbook + Free Templates

The definitive 2026 guide to client onboarding for service businesses. Definitions, benchmarks, the 7-phase playbook, industry templates, automation, security, and the metrics that predict retention.