Onboarding Process

  • 1. Provide Your Billing Information (complete)
  • 2. Learn About Setting Up Your Website (scheduled for 1/4/18 at 5am PST)
  • 3. Learn About the TORCHx CRM (Scheduled for 1/25/18 at 5 a.m. PST
  • 4. Learn About Lead Nurturing ( Scheduled 2/16 5:00 am PST )
  • 5. Complete TORCHx Training & Onboarding


Launching Your Website

We will launch your website once we receive the deliverables listed on this page. However, we want to give you time to get your website set up, so you will have access to most of the features of the TORCHx CRM.

We just ask that before your website is launched, you avoid entering information in the "Import Leads" field in the "My Profile" page, since this will trigger communications to your leads.


You can earn a complimentary $200 PPC ad credit by completing this short questionnaire before 1/17/18. You will also need to provide your completed IDX paperwork and MLS approval for your IDX feed to be eligible for the credit.

Otherwise, a Customer Support representative will collect the below information during your first training call, "Learn About Setting Up Your Website."


Customer Support

Get in touch with a representative if you have any questions about the onboarding process.