Maximizing Your Modules: Automating New Member Requirements

Onboarding new members doesn’t have to mean manual follow-ups, spreadsheets, or uncertainty around compliance. In this webinar, you’ll learn how to automate new member requirements using the Projects & Tasks module—so nothing falls through the cracks.

In this session, you’ll learn how to:

✅Automatically trigger onboarding tasks during the new member application process

✅Assign and track requirements like orientation, Code of Ethics, and MLS training

✅Monitor completion status in real time using Projects & Tasks

✅Generate reports to identify members who are due or past due on requirements

✅Reduce manual follow-up while improving consistency and compliance

Join us to see how GrowthZone helps real estate associations automate onboarding and stay audit-ready—without the manual work.