Operations Module

    Professional Onboarding

    Onboard new professionals into your network faster with digital applications, document and license uploads, background screen kickoff, W-9s, direct deposit info, and signed agreements.

    Streamlined Onboarding Workflows

    Get professionals active in your network faster with efficient onboarding processes.

    Streamlined Workflows

    Pre-configured onboarding workflows that guide professionals through every step of joining your network.

    Document Collection

    Streamlined requests for licenses, certifications, W-9s, and signed agreements.

    Smart Reminders

    Timely follow-ups for incomplete applications and pending document submissions.

    Progress Tracking

    Real-time visibility into onboarding status with completion checklists and milestones.

    Background Screen Kickoff

    Trigger background screening automatically as part of the onboarding workflow.

    Self-Service Applications

    Professional-friendly application portal that reduces administrative workload.

    Why Choose Eclipse Onboarding?

    Transform onboarding for your network of professionals from weeks to days with streamlined workflows and self-service tools.

    • Streamline onboarding workflows
    • Eliminate paper-based processes
    • License & W-9 collection built-in
    • Self-service applications
    • Direct deposit info collection
    • Complete audit trail
    Fast
    Onboarding
    Smart
    Workflows
    Easy
    Doc Collection
    Self
    Service

    Ready to Streamline Onboarding?

    Get professionals active in your network faster with streamlined onboarding.