Enboarder
33 Case Studies
A Enboarder Case Study
Compass, the USA’s largest independent real estate brokerage with 12,000+ agents, faced a fragmented, manual onboarding process—DocuSign, Google Forms and multiple Google Sheets—that overwhelmed new agents and gave no visibility into engagement. After proving the value of a 30-day drip approach, Compass evaluated technologies and trialed options, ultimately considering the Enboarder experience-first onboarding platform to replace their silos and tracking gaps.
Compass selected Enboarder (winning 76% of 152 votes) to automate onboarding communications, replace spreadsheet trackers, and provide engagement analytics. Enboarder enabled managers to spend more face-to-face time with agents, delivered week-one check-ins and visibility into opens/clicks, saved approximately 2.5 hours per week per Agent Experience Manager, was named Compass’s best technology investment of 2019, and generated strong positive feedback from agents up to the CEO.
Philip Lakin
Solutions Architect