Signing up
In this section we will guide you through signing up and creating your account.
In order to sign up as a letting agent you will need to go to our sign up page. To do so type the following into your web browser:
https://app.onboardpro.co.uk/signup
Once on the Sign up page you will see a screen similar to that shown below. Select the ‘Are you an Agent?’ option in the middle to continue.
Select your plan
You will be presented with the different plans available, this will outline the different modules available to you in each plan so you can customise your OnBoard experience to fit your business needs.
Use your mouse to click the ‘Select’ button under your selected plan to continue with sign up. Once selected you will see the form below which will ask for a number of details.
Under the user details tab you will be asked to setup your branch manager account, you will need to provide the name, email address and password of the branch manager that looks after the branch.
Once filled out select 
to continue to the branch details page.
Branch Name - This will be the main name for your branch.
Branch Phone number – This is the main phone number for your branch office.
Branch Email Address – This email is used to send notifications and is normally a shared inbox e.g info@estateagent.com
Once entered click on 
to move to the optional details tab
On this form you are asked for optional details.
Stripe Account – Stripe is an integrated service within Onboard Pro which can be used to take online card payments (you can find out more about Stripe at this link https://stripe.com/gb). If you have a Stripe account already you can untick this option to enter your stripe key.
Default application fees – to save time when processing applications you can set up your default application fees here. These can be changed later during an application if you wish.
Once you’ve completed these fields, click on the green ‘Submit’ button to finish the sign up.
You will now receive an email confirming that your signup has been successful. If you have requested a Stripe account you’ll get an additional email with details of this account shortly.
Your account is now ready to be activated. Our Support team will check your details and make sure we have everything we need to provision your account. This can take up to one working day.