Onboarding Tutorials
Watch the Video Tutorial: https://youtu.be/1h5ErSyj_54
The deck is available here (downloadable PDF file): https://shorturl.at/ceFOT
00:00 - Intro
03:41 - Overview of the system
06:57 - Types of support
09:46 - Initial Setup
11:38 - Explore Richie AI
13:47 - Domains
18:40 - Email Deliverability
22:11 - How to be successful in the first 30 days
1: Introduction to Richie AI for Brokers
- Overview: This tutorial introduces brokers to Richie AI, focusing on how the platform can streamline operations, enhance efficiency, and improve the customer experience.
- Activities:
- Explore the Platform: Navigate through the Richie AI website to understand the services offered.
- Watch an Introductory Video: Find and watch an introductory video on Richie AI to gain insights into its core functionalities and benefits.
2: Setting Up Your Broker Dashboard
- Overview: Learn to set up your broker dashboard, which is central to managing your brokerage operations on Richie AI.
- Activities:
- Dashboard Walkthrough: Log into your dashboard and familiarize yourself with its layout and features.
- Complete Profile Setup: Ensure all your brokerage information is correctly entered and up-to-date.
3: Configuring Domain and Email Settings
- Overview: This tutorial covers the technical aspects of setting up your domain and configuring email settings for optimal operation and communication.
- Activities:
- Domain Configuration: Follow step-by-step instructions to attach your custom domain or subdomain to your Richie AI site.
- Email Setup: Configure your email settings to ensure deliverability and professional communication with your clients.
4: Understanding Richie AI Support and Resources
- Overview: Discover the support and resources available to you as a Richie AI user to help you navigate any challenges and maximize the platform's benefits.
- Activities:
- Explore Support Options: Identify different support channels provided by Richie AI and how to access them.
- Utilize Resources: Engage with tutorial videos and knowledge base articles to deepen your understanding of the platform.
5: Mastering the Merchant Application Process
- Overview: Gain expertise in managing the loan application process through Richie AI, enhancing the experience for both you and your merchants.
- Activities:
- Process Walkthrough: Create and follow through a test merchant application to understand the process from start to finish.
- Application Management: Learn to use the loan application management system for tracking, updating, and communicating with merchants.
6: Enhancing Operations with Advanced Features
- Overview: Dive into the advanced features of Richie AI, such as agent and affiliate management, to streamline your operations and scale your business.
- Activities:
- Agent Management: Set up and manage agent profiles, defining roles and permissions within your brokerage.
- Lender Submissions: Practice submitting a file to lenders using the platform, incorporating conditional logic to match loans and lenders effectively.
7: Scaling Your Business with Richie AI
- Overview: Develop strategies to leverage Richie AI for business growth, focusing on sales, marketing, and operational efficiency.
- Activities:
- Growth Planning: Work with a customer success manager to outline a growth strategy for your brokerage.
- Sales and Marketing Focus: Implement one new sales or marketing strategy learned through Richie AI resources.
8: First 30 Days Action Plan
- Overview: Create a comprehensive plan for your first 30 days on Richie AI, setting the foundation for success and rapid growth.
- Activities:
- Set Goals: Identify specific, measurable goals for your first month on the platform.
- Action Plan Development: Outline a detailed plan, including marketing actions, learning goals, and key metrics to track progress.
9: Joining the Broker Community
- Overview: Understand the value of the Richie AI broker community for networking, support, and shared learning.
- Activities:
- Community Engagement: Join the community, introduce yourself, and participate in your first discussion.
- Peer Learning: Share a challenge you're facing and seek advice, or contribute solutions to someone else's challenge.
These tutorials provide a structured approach to mastering Richie AI, ensuring brokers can effectively utilize the platform to enhance their operations and grow their business.
Watch the Video Tutorial: https://youtu.be/1h5ErSyj_54
00:00 - Intro
03:41 - Overview of the system
06:57 - Types of support
09:46 - Initial Setup
11:38 - Explore Richie AI
13:47 - Domains
18:40 - Email Deliverability
22:11 - How to be successful in the first 30 days
What's next?
Follow the steps here: https://richie.ai/blogs/hey-it-s-time-for-onboarding
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