Yrney runs on one idea: you tell us how your brokerage is organized and what a new agent has to do, and we run the rest. Setting up in the wrong order means redoing work — regions have to exist before offices, offices before people, roles before tasks.

If you're brand new, our guided setup walks you through most of this the first time you sign in. This article is the map, and what to do if you skipped a step.

Logo

Upload a PNG or SVG, 5 MB max. It shows in the light-mode navigation for everyone in your brokerage, so use the version of your mark that reads well small.

Brokerage details

Brand color

Your accent color. It carries through the agent's experience so onboarding feels like your brokerage, not like software.

Welcome video

This is the piece most brokerages forget, and it's the best one. Add a video and it plays for the agent at the end of intake — the moment they've just finished their paperwork and are wondering what they joined.

• Paste a link (YouTube or Vimeo), or
• Upload an MP4 directly.

Brokerage time zone

Event times are entered and shown as written. The time zone is what they mean when they leave Yrney — on a calendar invitation, or when someone adds an event to their own calendar. Set it before you create events.

Event categories

Categories are how events are grouped and colored on the calendar. A few are built in (Company, Office, Training) and can't be deleted, but you can rename them and change their colors — renaming one updates it everywhere, and existing events keep their category. Add your own with Add category.

Keep the list short. Five or six categories that everyone understands beat twenty that nobody filters by.

Send events to real calendars

With this on, every published event is sent as a calendar invitation to the people who can see it, so it lands on their Google or Outlook calendar without anyone opening Yrney. Invitations come from the event author's own connected calendar; someone who hasn't connected one sends nothing, and the composer warns them. Editing an event updates the invitation, deleting it cancels the invitation. Whether an invitation asks people to reply is set per event, with the RSVP toggle.

Why this matters more at a brokerage than anywhere else

Not every agent gets a company email address, so shared company and office calendars have never really worked — most brokerages have a pile of workarounds instead. A company-wide calendar that can also be office-specific fixes that for everybody, whether or not the agent has your domain on their email.

Pre-configure the plans agents can be assigned. You don't need your full commission schedule in here — just enough to identify the plan, put it on paperwork, and hand it to your back office.

Where plans show up later

• Creating a person — pick their plan, and add commission notes for anything negotiated on top of the standard plan. Notes are visible to brokers and admins only, never to the agent.
• E-sign documents — plan label and value are available as data points when you map fields, so an ICA can carry the plan without anyone retyping it.
• Downstream — the external ID travels with the agent record.

Organization is your brokerage's shape. Everything downstream — who sees which events, which admin gets which task, what an office code stamps onto a document — reads from here. Build it top down: regions → offices → teams.

Regions

A region groups offices — Northeast, Southeast, West Coast, however you actually talk about your footprint. Give it a name, a short description, and assign a region manager. Region managers matter for roles: a role holder can be scoped to a region, meaning they cover every office in it.

Offices

Teams

Teams are the group an agent works inside. Give the team a name and description, assign a team admin, and say whether it's a single-office team or one that operates across multiple offices — plenty of teams do.

People is everyone in the company. Search by name, email or specialty, and filter by region, office, team, or role — the role filter is the quick way to answer questions like "who are my admins in the Southeast?"

Adding a new user

Click Create New User. They'll get an invite to set up their account, and the agent gets a welcome text message.

Basic information

Office and team assignments

Choose their region, their office, and their team if they're on one.

Onboarding

Two decisions that shape their whole first week:

• Which onboarding plan — typically a "new agent" plan and an "experienced agent" plan, because a 12-year veteran doesn't need the same 40 tasks a first-year licensee does.
• Which intake form — the questions they answer at first sign-in.

You can also skip onboarding entirely. Use that for a veteran agent who just needs access, or for a staff member who isn't going through an agent plan.

Roles do two jobs in Yrney: they say what someone is, and — more importantly — they decide where tasks land. When a task is assigned to "HR" or "Commissions", Yrney needs to know who that is for this particular agent, in this particular office.

Built-in roles

Broker/Owner (full platform access), Admin, HR, Marketing, IT / Systems, Trainer, and more. Each has a short description so it's obvious what belongs to it.

Custom roles

Click Create Role for anything your brokerage has that we don't ship — Recruiter, Transaction Coordinator, Relocation Director. Custom roles behave exactly like built-in ones: they can hold tasks and be assigned to people.

Primary holders and scope

This is the part to get right. Every role should have at least one primary holder — the person who receives tasks for that role. You can assign more than one primary holder, and each holder has a scope:

A single role can mix scopes: one company-wide admin plus a specific admin for San Diego is a completely normal setup.

The Knowledge Base holds your company documents, policies, and training materials. Upload with Upload Doc, tag it (Procedures, Policies, Training), and it's available to the people who need it.

What to put in here

• Policy manuals
• Brand guidelines
• Training manuals and handbooks
• Links to training videos

Why it's worth doing early

Our AI can search the knowledge base. That means an agent asking "what's our policy on yard signs?" at 9pm gets an answer instead of waiting for Monday — and your admins stop answering the same eleven questions every time someone new joins.

A brokerage-wide calendar that works for agents who don't have a company email address is something most brokerages have never had. This is that. Events can be company-wide or office-specific, and views include agenda, week, and month.

Creating an event

RSVP settings

Turn Ask for an RSVP on when you need a headcount, and set a capacity if the room has one. Replies go to your calendar.

Visibility — who sees this

• All offices — visible company-wide.
• Specific offices — choose which.
• Specific people — a private event for a handful of invitees.

Announcing it

An event nobody hears about doesn't exist. From the event you can announce through Broadcast, which pushes it to Connect, email, and text. You can also create a calendar event directly from the Broadcast composer — same result, whichever way you start.

Brokerages have asked the same question for years: how do I communicate with all my agents, easily? Facebook groups are a thing of the past. Agents have their own text chains you're not part of, and half a dozen other layers you don't know about. Broadcast lets a broker at a company of five thousand people reach everybody at once, across multiple mediums.

The goal is simple: meet agents where they are.

Writing the post

• Optional title, then rich text — headings, lists, quotes, links, images, emoji.
• Templates for the posts you send over and over.
• Write with AI for a first draft you then edit.
• Add file for slides or handouts. Attachments are sent as links, so a large file never bounces an email.

Two switches worth knowing

• Create calendar event — adds the event to the company calendar as part of the same post, so the announcement and the invite are never out of sync.
• Schedule for later — pick when it goes out.

Audience — the powerful part

Channels — how many layers it hits

The composer shows you broadcast reach before you send — how many people will receive the post across the channels you picked. Check it. It's the fastest way to catch an audience you scoped too narrowly.

The HR Locker holds employee documents, per person, behind permissions. Only staff members and leadership who are allowed to see them will see them — and the scope follows the same rules as roles, so a manager can only access the HR Locker for their own office.

What lands in here automatically

• Anything signed through Yrney — independent contractor agreements, continuing education and renewal paperwork, policy attestations.
• Anything uploaded through a task — a voided check, a professional headshot, a copy of a driver's license.
• Anything uploaded manually by an admin.

Finding things

Search the employee list, select a person, and you'll see their documents. That's the whole workflow — no folder structure to maintain, because documents file themselves when the task or the signature completes.

Intake is what shows up at the very beginning of the process, when an agent signs in for the first time. Get it right and everything downstream fills itself in.

If you went through guided setup you already have a sample intake form. Use Create Form for more, Import Template to start from one, and Preview to see exactly what the agent sees.

What the agent experiences

1. They confirm their information. Anything you already entered is pre-filled — there is no double data entry, ever.
2. They answer your questions. Everything is encrypted where it needs to be.
3. They can enter direct deposit information, if you've turned that on for this form.
4. They add a headshot, which becomes their profile photo and avatar.
5. They secure their account — and get some confetti, because finishing should feel like finishing.

Direct deposit

Each form shows a Direct Deposit On/Off badge. When it's on, direct deposit details captured during intake automatically land on the direct deposit forms the agent has to sign — so they never rekey their banking information later. That's a small thing that removes a real point of friction and error.

Which forms to build

Each form card shows how many questions it has, how many people have completed it, and its estimated completion time — a useful gut check that you haven't built something nobody will finish.

The task library is every task that can happen during onboarding. It's the most powerful part of the platform, and the part worth spending real time on: get this dialed in and the rest of the engine just runs.

Tasks belong to roles, not people

Each task is created for a role — agent, admin, broker, marketing, IT, HR — and Yrney routes it to whoever holds that role for that agent's office. Change the office admin next year and the tasks follow automatically, because you never hard-coded a name.

Browsing the library

Search by name, filter by role or category. Task names should read like instructions — "Countersign onboarding paperwork", "Set up SkySlope account", "Marketing packet review with agent" — so anyone can scan the list and know what happens.

Anatomy of a task

Every task has a title, an assigned role, a category, a one-sentence description, and optional step-by-step instructions. Then come the four pieces that make it powerful — each has its own guide:

Resources embed videos, images, files, or links inside the task, so whoever does it has everything in one place. Add as many as the task needs.

Sub-tasks break a task into a checklist. They're the right tool when one instruction actually means several small actions that all have to happen.

The classic example

Task: Log into your company systems.

• Sub-task: Log into your transaction management system
• Sub-task: Log into your CRM
• Sub-task: Log into your CMA tool

Three real actions, one line on the agent's task list. Without sub-tasks you either get three separate tasks cluttering their day, or one vague task they check off having done a third of it.

How they behave

• Each sub-task has a title and an optional description.
• Reorder them — the order is the order they'll be done in.
• Every sub-task must be checked before the task as a whole can be marked complete. That's the enforcement that makes them worth using.

An action button is a primary call-to-action that sits next to the Complete button on a task. The user still marks the task complete after acting — the button just means they don't have to go find the thing they're supposed to do.

Action types

Sign documents

This is the one that changes onboarding. Pick the documents that need signing — your ICA, W-9, direct deposit form, policy attestation — in the order you want them shown. All documents are merged into a single envelope, and the agent sees one Sign Now button.

• Documents come from your e-sign templates. Need a new one? Upload and map signature fields, and our team will help you set it up.
• Reorder documents in the envelope with the arrows.
• Because fields are mapped to data already in Yrney, most of the paperwork arrives pre-filled.

No more chasing paper files around for onboarding paperwork. The agent signs in the same place they're doing everything else, and the signed documents file themselves into the HR Locker.

Triggers fire side effects automatically when a task is completed. They're what turn a checklist into an engine: the work moves to the next desk without anyone remembering to hand it off.

In the task builder, under When this task is completed, click Add trigger. A task can have several.

Notify a role

Tell a role that something happened. Classic uses, all off the back of "documents signed":

• Notify Commissions — paperwork is signed, go assign the commission plan.
• Notify Marketing — kick off the marketing workflow: headshot, bio, announcement, business cards.
• Notify the Broker — countersign these documents.

Create a task for a role

Pick a role and a task template, and when this task completes, that task is automatically created and assigned to whoever holds that role for this agent's office. This is how you chain a process across departments without a project manager in the middle.

A worked example

Task forms are like a Google form or a web form, built into onboarding. They're reusable — build one, embed it in as many tasks as you like — and the answers can be viewed here or mapped onto e-sign templates.

Each question has a label, a type (short text, upload, choice, and more), optional placeholder and help text, and a Required toggle. Drag to reorder.

Three kinds worth building

1. Get-to-know-you forms

The fun ones: favorite restaurant, favorite sports team, favorite vacation spot, wedding anniversary. This is culture-building and marketing fuel — and it's not trapped in Yrney. Form answers can be sent by webhook wherever they need to go, so an external gifting tool can know it's someone's anniversary and that they like red wine, and put a bottle on the way without anyone remembering.

2. Upload forms

"Upload your professional headshot" — which may be a different photo from their profile picture, because this one goes in marketing and company materials. "Upload a voided check." Anything uploaded into a task automatically lands in the HR Locker, attached to that person.

3. Ordering forms

A custom business card ordering form with rich image options showing each design, plus the fields that go on the card. When the task completes, a trigger notifies marketing that the business card information is in, and they place the order.

E-sign templates are your documents, set up once so they can be signed inside a task with most of the work already done. Yrney will help you templatize your documents, but the process is genuinely easy — and a W-9 is already set up for every user in Yrney out of the box.

What to upload

• Independent contractor agreement
• W-9 (already provided)
• Direct deposit authorization
• Policy manual attestation
• Anything else an agent has to sign on day one

Mapping fields

Open a template and you're in the field mapping view: the PDF on the left, your field palette on the right. Click a field, then click the PDF to place it. Set recipients (who signs — agent, broker, and so on), the signing order (any order, or in order), and the data text size.

Signature and inputs

The fields you'd expect: Signature, Initials, Date Signed, Full Name, Text Field, Checkbox.

Pre-stamped data — the part that matters

Any data collected anywhere in Yrney can be stamped onto a form. There is no double entry, ever.

How signed documents reach people

Attach templates to a task with a Sign documents action button. Documents merge into one envelope, the agent signs once, and completed documents land in the HR Locker. Add a trigger so commissions, marketing, and the broker find out the moment it's done.

When you add a new agent and tasks get divvied up, the agent gets their own experience. As a broker, owner, or admin, My Tasks is where you watch the whole thing.

What you see

• Overall completion across every task in flight — "51% complete across 983 tasks · 482 pending".
• Every agent, with pending and done counts and a progress bar.
• Filters for Intake, Active, and Done, plus grid or list view.

Opening an agent

Click into a person and you'll see the phases they're in and what's left in each — and, critically, whose tasks they are. An agent with ten open tasks might be waiting on HR for one, commissions for another, and admin for a third. There are a lot of cooks in the kitchen during onboarding; this is the view that shows you which one is holding things up.

Connect is the communication layer inside Yrney — a real chat product built for the way a brokerage is actually organized. Nothing like it has existed at the brokerage level before.

Channels

• Custom real-estate channels — listings, leads, open-houses, training, marketing, general, random.
• A channel for every office location — san-diego-ca, providence-rhode-island, augusta-georgia — so local conversation stays local.
• Company-wide channels like #announcements and #welcome.

Where broadcasts land

When you send a broadcast to an office or the company, the announcement posts here and hits the agent on their mobile device — or in the platform if they're signed in. Event announcements arrive with their cover image and an RSVP pointer, so the announcement and the calendar are one thing.

Direct messages

Agents can DM each other. Staff can DM each other. The whole brokerage operates inside one platform, tied to their people — instead of scattered across text chains and social groups you're not part of.

Plans are the last thing you build, and the piece that ties everything together. Once you've built out tasks, e-sign templates, forms, and your intake form, you can assemble them into a plan on a classic Kanban board.

Which plans to build

Anything that has a set of tasks or actions that need to be done can have its own plan.

The structure

Building it

• The Task Library sits on the left. Search it, filter by role or category, and drag tasks into a phase.
• Phases can be named whatever you want. The five above are a good starting shape.
• Order matters — set tasks in the order you want them to show up in.
• Each phase has an All Roles filter, so you can look at a phase through one role's eyes and see exactly what the agent, or IT, or marketing has to do in it.
• Two views: List and Canvas. Once a plan gets large, canvas view is easier to reason about.

Dependencies

Click + Dependencies on a task to make it wait for another one. Example: you don't get a tour of the office until you've signed your onboarding paperwork.

Reminders

Each plan has a reminder setting — "Reminders after 7d" in the sample — so stale tasks nudge themselves instead of you chasing.

The dashboard is the first screen a broker or admin sees. It's built to answer one question — what needs me today — rather than to be a wall of charts.

Needs attention

Up top: a greeting and a count of the things waiting on you. Typically:

• Agents haven't started intake — you invited them, but they haven't opened their onboarding email. These are the people about to slip.
• Unread messages — tied back to Connect.

Suggested actions

One click each: Remind awaiting intake, Add people, Send a broadcast. The reminder is the one to build a habit around — a nudge on day two is worth more than a phone call on day ten.

Post Broadcast

Compose from the dashboard, and see your recent posts with their reach ("84 reached · Connect, Email, SMS") and how many you've sent this month. Full detail in the Broadcast guide.

Momentum and recent activity

• Momentum — overall completion across every onboarding task in flight, e.g. "51% complete across 54 agents · 501 of 983 onboarding tasks complete". View details opens My Tasks.
• What's new — new agents this week, unread messages by channel.
• My Tasks — the tasks assigned to you, not your agents.
• Upcoming events — next 14 days from the company calendar, with a Join button on virtual events.

Yrney is designed to be the people layer that feeds your other systems. The Developer section is where your IT team, CIO, or integration partner connects it up — so data you collect once in Yrney flows downstream automatically.

You don't have to be technical to understand what's here. In plain terms:

A webhook is a URL you own. When something happens in Yrney, Yrney sends a message to that URL immediately. That's the whole idea — no polling, no exports, no one remembering to send a spreadsheet.

Adding an endpoint

Click Add endpoint and fill in:

The events

Running them

Each endpoint row has Logs, Edit, Test, Enable/Disable, and delete. Use Test before you trust it, and Logs when something didn't arrive.

This page answers one question: what does a new agent have to finish before your connected systems are told they're ready? Everything you list counts, in any order.

The requirement types

Use Add requirement to add more, then Save requirements.

What happens when they qualify

Yrney sends user.provisioning_ready the moment the last requirement is met — once per agent, in whatever order they finish. The event carries their profile, their intake answers, and every required form's answers, so the receiving system has nothing else to fetch.

The backlog counter

The page tells you how many existing agents already meet the requirements and have not been sent — "5 of 73 agents". Anyone who finishes from now on is sent automatically; the existing five are your catch-up batch.

SkySlope has its own setup flow, because it's the system most brokerages are already running. Connected, it lets Yrney sync to your SkySlope roster and place newly onboarded agents into the correct SkySlope office.

Setup, step by step

Onboarding is where the information about a new agent first exists. Integrations hand that information to the other systems in your brokerage, so nobody has to type it in a second time.

Available integrations

Using another system?

Yrney can also notify your other systems when something happens, like an agent finishing intake or becoming ready for an account. Your IT team or integration partner sets this up with webhooks and provisioning requirements.

Yrney works with Profit Power, so the agent information you collect during onboarding can reach your back office without anyone typing it in again.

Your brokerage uses Yrney to get you set up: paperwork, systems, training, and everything else that has to happen before you can list and sell. Instead of a stack of emails from six different people, it's one guided list, in one place, that you work through at your own pace.

Getting in

1. You'll get an onboarding email from your brokerage. Open it and follow the link.
2. Complete your intake form — this is the one big block of questions, and it's the reason you'll never be asked for the same information twice.
3. Add a headshot. It becomes your profile photo across the platform.
4. Secure your account, and you're in.

What's in the intake form

Your details, your license information, and — if your brokerage has it turned on — your direct deposit information. Sensitive items are encrypted, and everything you enter flows automatically onto the forms you'll sign later, so you won't re-type your license number or your bank details ever again.

The welcome video

The first time you land on your dashboard you may see a short intro from your brokerage. It only shows once — if you want to watch it later, ask your admin for the link.

Where to go next

Your dashboard is your onboarding, laid out as a guided path. You don't have to work out what's next — the dashboard tells you.

The progress line

Under the greeting you'll see something like "36% complete · 4 done · 6 available · 1 blocked". In plain English:

The phase cards

Your onboarding is split into phases — typically Getting Started, Get Set Up – Systems, Marketing, Training, and Launch. Each card shows how far along you are, and the one you're working on is marked ACTIVE with a Continue button. Finished phases get a green check.

A phase with a lock on it isn't your fault: the card tells you what it's waiting for, e.g. "Waiting on Trainer + Broker / Owner". It opens as soon as those people finish their part.

Need help? — the contacts panel

Down the right-hand side is every person you might need, by role: broker/owner, admin, marketing, IT/systems, trainer, recruiter, HR, commissions. Each one has a Message on Connect link, an email address, and often a phone number.

Open a phase from your dashboard, or go to My Tasks, and you'll see your tasks grouped into Available and Completed. Click one to expand it.

What's inside a task

Tasks that ask you to sign

Some tasks have a Sign Now button. Everything you need to sign is bundled into one envelope — contractor agreement, W-9, direct deposit, policy acknowledgements — and it opens inside Yrney (there's an "Open in new tab" option if you'd rather have a bigger window).

• Most of the document arrives pre-filled from your intake answers.
• For your signature you can Draw, Type, or Upload one. You'll confirm you consent to signing electronically.
• Signed copies are filed automatically into your HR Locker — you don't have to save anything.

Tasks that ask you to upload or fill in a form

These open a panel on the right. Choose your file or answer the questions, then Submit & complete task — a form task marks itself complete when you submit it. Save draft keeps your answers if you need to come back.

If a task looks stuck

Blocked tasks are waiting on an earlier step or on another person — IT, marketing, your broker. Check the phase card on your dashboard for what it's waiting on, then message that role from the Need help? panel.

Sign in with the email address your brokerage used to invite you and your password. If you're not sure which email that is, ask your office admin — it's usually your personal address, not a company one.

Forgot your password?

Click Forgot your password? on the sign-in screen and follow the reset email.

Easier: a sign-in link

You don't actually need to remember a password. Enter your email, choose Email me a sign-in link, and Yrney sends you an email titled "Sign in to Yrney" from no-reply@yrney.com. Tap Sign in to Yrney in that email and you're straight in — no password needed. There's also a plain link to copy and paste if the button doesn't work in your mail app.

Under Company → Calendar you'll find everything your brokerage has scheduled — training, orientations, office meetings, CE classes, open houses, social events, holidays. You'll see company-wide events plus anything specific to your office.

Using it

• Switch between agenda, week, and month views.
• Open an event for the full details: description, venue or meeting link, and any attachments like slides or handouts.
• Virtual and hybrid events have a Join button right on the event.
• Filter by category or tag to cut it down to what's relevant to you.

RSVPs

If an event asks for an RSVP, answer it — some sessions have limited capacity, and your brokerage uses the count to plan the room and the materials. If your plans change, go back and update your response.

Getting reminded

The easiest way not to miss anything is to keep Yrney on your phone — when the mobile app launches, event notifications will land there instead of in an inbox you check twice a day.

Connect is messaging built into Yrney. It's where your brokerage posts announcements, where your office talks, and where you can reach anyone on the team without hunting for a phone number.

Channels

• Your office channel — the local conversation for your location.
• Company channels like #announcements and #welcome.
• Topic channels — listings, leads, open-houses, training, marketing, general, random. Join the ones that are useful to you.

Direct messages

Message any agent or staff member directly. Every contact in the Need help? panel on your dashboard has a Message on Connect link, so you can go straight from "who handles commissions?" to asking them.

Announcements

When your brokerage sends a broadcast it can arrive in Connect, by email, and by text — important things reach you more than one way on purpose. Event announcements come with the details attached, so you can RSVP from the post.

Using Yrney on your phone today

You don't have to wait. Open Yrney in your phone's browser and sign in — the whole platform works there.

1. Go to your Yrney sign-in page on your phone and sign in, or use a sign-in link emailed to you — tapping it on your phone signs you in there.
2. Add it to your home screen so it opens like an app: on iPhone, Share → Add to Home Screen; on Android, the browser menu → Add to Home screen.

What works well from a phone

Your profile is the source of everything your brokerage uses about you — your name as it appears on paperwork, your license number, your contact details, and your photo.

Keep these current

• Phone number — it's how text announcements reach you.
• Email — onboarding, sign-in links, and event notifications.
• License and NRDS/MLS IDs — these get stamped onto forms and passed to your brokerage's other systems, so an error here shows up in several places at once.
• Photo — your headshot appears throughout the platform. Your brokerage may also ask for a separate professional headshot for marketing.

Your HR Locker

Everything you sign or upload through a task is filed automatically under Company → HR Locker. You only ever see your own locker — never anyone else's. Same for tasks: you see yours, not the rest of the brokerage's.

If something looks wrong

Some fields you can edit yourself; others — like your commission plan or your office — are managed by your brokerage. If a detail is wrong and you can't change it, message your office admin from the Need help? panel and they'll fix it at the source.