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Agent Offboarding

When an agent requests to leave Epique and offboard from the brokerage, a few things in the Power Portal need to happen. 

  • On the People page, the agent lead should be moved to the Archived pipeline, tagged as archived, and the Agent role in the profile should be changed to Offboarding Agents
  • This change to the Pond will remove all assigned roles and replace the Agent role with the lead pond name, Offboarding Agents
  • Once the offboarding process is complete, all systems are shut down for the offboarded agent, and their license is transferred away from Epique, they can be moved to the Archived Agents pond by changing the Agent Role assignment from Offboarding Agents to Archived Agents

The agent lead will then be kept in that lead pond. If the agent rejoins, they can be brought out of the lead pond and information updated as needed. 

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