Onboarding

Awesome team onboarding to retain your top talent

Each new starter gets a dedicated workspace
Hiring managers can engage warmly over digital
Checklists to securely supply and receive key documents

Managers connect with new starters.
Anywhere. Anytime.

Dedicated persistent workspaces for each new starter set up from your HR platform
Connect using video conferencing as often as needed in the persistent workspace
New starters can go into the workspace again in their own time
No downloads or installations needed

As if you’re in the same room

Use multimedia whiteboards to bring your team culture to life
Pre-load with company information, org charts, policies and videos
Dynamic checklists ensure you collect key documents and remain compliant

Your new starter to an excited team member

Dynamic checklists ensure you collect key documents and remain compliant
Complete editable PDF Forms together
Automatic reminders help get all activities done on time

Don’t take our word for it. Let our customers do the talking.

“Interactive and comprehensive tool to drive discovery and provide instant, tangible value to the customer.”

Johnie

Mortgage broker, True Savings

“Makes it incredibly easy to understand what my customers are after and help them again and again.”

Mark

Senior mortgage broker, True Savings

“This will make my life so much easier.”
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Calvin

Financial planner

“I loved the canvas tool.”
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Philippa

Home loan customer

“Really liked the interactive workbook and video chat.”

Scott

Home loan customer

Redefine your
customer experience

Expertli. Get your customers™

Try for free with no obligations.