Approval Route

Zillow Flex Approval Intake

Admin approval form that moves a Flex applicant into onboarding once you decide to proceed.

Best for keeping the application and the approval decision separate while still starting the same Boarder workflow.

Approval Route

Zillow Flex Approval Intake

Use this after the Zillow Flex application has been reviewed and approved. Approval is the trigger for provisioning.

Normalized intake review

Draft workflow

Type: Onboarding Entry: Zillow Flex Application Owner: TBD Office: TBD

Boarder will normalize this submission into a workflow record, package, and readiness path.

Launch package preview
Workflow type Flex Team onboarding
Launch state Waiting for approval before launch
Launch timing After admin approval + provisioning
Next queue lane Provisioning
Next task Create ClickUp user
Task count 29

Included modules

  1. Flex onboarding
  2. FUB / phone setup
  3. Maxa setup and training
  4. Training sequence

Excluded modules

  1. Core onboarding
  2. Flex + Core onboarding
  3. Workspace account setup
  4. Brand / website extras
State transitions
  1. Approval gate opened · Operations
  2. Provisioning staged behind approval · Boarder + Zapier
  3. ClickUp package composed · Boarder
  4. Ready for team launch · Broker Support

Owners: Operations, Broker Support, Onboardee, Boarder + Zapier

Trigger

Admin approval of Zillow Flex application

This is the event Boarder will use to move from intake to active workflow execution.

Automated actions

5

Provisioning and baseline setup will be planned before human task execution begins.

Human task load

19

Boarder will generate admin and agent task tracks from the same normalized record.

Readiness path
  • Done Candidate intake captured
  • Blocked Admin approval complete
  • Planned Automated provisioning package
  • Planned ClickUp onboarding launched
  • Blocked Training and test tasks complete
  • Blocked Go live on Zillow leads
Workflow event map

Event sequence

Intake Received Boarder 2026-04-19T10:04:19.554Z

Captured from Zillow Flex approval.

Intake Mapped Boarder 2026-04-19T10:04:19.554Z

Mapped to Flex Team as onboarding-flex.

Approval Required Operations 2026-04-19T10:04:19.554Z

Zillow Flex approval is required before provisioning can start.

Provisioning Staged Boarder + Zapier 2026-04-19T10:04:19.554Z

Provisioning jobs are queued for launch.

Task Package Composed Boarder 2026-04-19T10:04:19.554Z

Parallel ClickUp tracks are assembled from canonical modules.

Clickup Package Ready Boarder 2026-04-19T10:04:19.554Z

Onboarding package is ready for launch.

Training and readiness guidance

WRG LMS

WRG Flex Foundations

38%

Maxa familiarization

Maxa familiarization and first business-card review

28%

Next nudge: No active nudge needed.

What this route does

Direct-link intake instead of nested forms

  • DirectEach intake path now has its own permanent URL for demos and admin use.
  • CleanerThe main dashboard stays focused on orchestration rather than embedding long forms.
  • NextThese routes can later be split further into shorter, role-specific steps if needed.