Let's get your agency ready, together.
You and your Enroll Here specialist work in the same place. You'll always see what's done, what's next, and who owns it — your team, Enroll Here, or both of us together.
Access is by invitation from your Enroll Here specialist.
What we'll do together
Tell us about your business
Your legal entity, addresses, and the way you'd like us to reach you.
Introduce your people
One admin is required. Add commissions, billing, dialer or banking contacts as you go.
Share your documents
W-9, bank documentation, and your signed agreement — stored privately.
Bring in your user roster
Import a spreadsheet of the people who'll use the platform. Nobody is created automatically.
Everything in one workspace
Each section carries a clear owner so nothing sits waiting on the wrong person.
Business details
Legal entity, addresses, and how we reach you.
Your team
Your people
Who we contact for each part of the relationship.
Your team
Documents
W-9, banking documentation, and the signed agreement.
Your team
User roster
The people who will use the platform.
Your team
Agreements & setup
Commercial terms and hierarchy, completed by Enroll Here.
Enroll Here
Review & handoff
Final check before your account is built.
Together
Activity
Every comment, change, and decision.
Together
Your information stays private
Documents are stored in private storage and are only reachable by your team and the Enroll Here specialists working with you, through short-lived links. We never create platform users automatically from your roster — provisioning always happens after your review.