Broker roster, onboarding, and pipeline coverage
ProLast updated 2026-09-09
Onboarding, tracked per broker
The Roster page (Practice Management → Roster) shows every broker's onboarding progress at a glance — not started, in progress, or fully onboarded — with a five-item checklist behind each one:
- Employment/contractor agreement signed
- AML/CTF training completed
- Introduced to compliance procedures (best-interests duty, complaints register, CPD tracking)
- CRM/Frank access granted
- Introduced to the lender panel and assessment settings
Tick items off as a new broker completes them; the roster's status badge updates automatically.
Reassigning a pipeline
The same page is the entry point for reassigning a broker's leads and applications — for leave, a departure, or just rebalancing coverage — rather than digging through Settings to find it. It reuses the same reassignment action available elsewhere in the app; this page just makes it a natural place to reach for it when you're already looking at who's carrying what.
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