A Step-by-Step Auction Technology Onboarding Plan for New Real Estate Offices
How Can Corporate Real Estate Groups Onboard New Offices to Auction Technology?
A repeatable onboarding process for new offices, including account setup, user roles, auction workflows, testing and the first live event.
Key Takeaways
- Confirm the office account structure and owner before creating users or importing listings.
- Train staff on the tasks they will perform, not just the menu layout.
- Test bidder registration, event access and result updates before the first auction.
- Give every new office a clear support route and a follow-up review.
What Must Be Confirmed Before an Office Is Set Up?
Begin with the office’s basic operating details: business name, location, primary contact, auction formats and expected first event. Then establish whether the office will hold its own subscription or operate through an approved corporate or auction house arrangement.
This matters because account structures can affect who is billed, who can change settings and which users can see shared information. In Auctions Live, a non-financial office may be connected to a corporate subscription while retaining responsibility for its own settings and users.
Also identify any listing feed or integration the office expects to use. Do not assume property imports, user roles or branding will automatically match another office in the group. Record what needs to be checked before the first live listing is created.
| Onboarding area | Information to confirm | Who should confirm it |
|---|---|---|
| Account structure | Office, corporate link and primary user. | Corporate coordinator and office principal. |
| Users | Office admins, selling agents and auctioneers. | Authorised office administrator. |
| Auction workflow | Formats, registration and event operators. | Office auction lead. |
| Listing data | Manual entry or supported integration requirements. | Office operations and technical contact. |
| Launch date | First auction and time for a rehearsal. | Office auction lead and group coordinator. |
Who Owns Onboarding at Group and Office Level?
Head office should provide the checklist, approved brand assets, account coordination and a way to track progress. The office should supply correct business information, nominate its primary administrator and confirm how it will run auctions. The platform provider may be involved where a new account, corporate link or supported service request is required.
Give each task one named owner. For example, a group coordinator can request account creation, but the office administrator should check the office settings. A marketing team can provide presentation assets, but the auction operator should confirm they display correctly at the venue.
If a step has no owner, it is likely to be missed. Keep the onboarding record simple enough that everyone can see what is ready and what is still outstanding.
What Is a Practical Seven-Step Office Onboarding Plan?
Use the same sequence for every office, then adapt the training and testing to the auction formats it actually uses.
Collect the office details
Confirm the business, location, primary contact, intended auction formats and first auction date.
Arrange the account relationship
Check whether the office needs a new account, a corporate link or another supported setup request.
Create the right users
Nominate the primary office administrator, add selling agent profiles and create auctioneer access only where needed.
Review office settings
Check registration forms, messages, documents, notifications, branding and relevant auction defaults.
Confirm listing and data flow
Test how a property reaches the auction system and verify key dates, addresses and agent assignments.
Run a complete rehearsal
Use a suitable test workflow to check registration, approvals, operator access, presentation or streaming where relevant, and result recording.
Support the first event and review
Give staff a clear help path, confirm the outcome was recorded and discuss any problems shortly after the auction.
What Training Does Each Role Actually Need?
A principal or office administrator needs to understand account ownership, users, settings and where to get support. A selling agent needs to manage a listing, review registrations and communicate with bidders. An auctioneer or scribing operator needs to understand the event controls and what happens when the auction closes.
Train people using the work they will do. A short exercise in which an agent reviews a sample registration is more useful than asking them to remember a long tour of the system. Where an office uses Multi-Lot / In-Room Auctions, include the Order of Sale and the handover between presentation and scribing roles.
Check what training is actually available under the account arrangement. For example, Auctions Live documentation states that non-financial accounts use its published user guides rather than receiving live training as part of that account type. The group may therefore need to arrange its own internal coaching.
Do not mark an office as ready just because the login works. The team should be able to complete its main auction tasks without guessing.
How Can a Group Prevent First-Auction Problems?
The most common avoidable issues happen at handover points: the wrong auction date is imported, an agent is not assigned, registration messages have not been checked or the operator cannot access the event. A rehearsal should deliberately test those points.
Check the actual device and browser arrangements that will be used. For an In-Room presentation, confirm screen scaling and presentation output. For a livestream, test the connection and have a plan for technical interruptions. For remote bidding, make sure the buyer-facing instructions match the supported participation method.
Give the office a short pre-auction checklist it can reuse. It should cover property details, bidder approvals, auctioneer instructions, operator access, communications and who records the final result.
What Should Happen After the Office Goes Live?
Arrange a short follow-up after the first auction or first few events. Ask what staff found easy, what caused delays and whether any listing or bidder records were left incomplete. The purpose is to improve the process, not to score the office.
Confirm that the office knows how to add new users, update settings through authorised roles and submit a service request when it needs account support. If a corporate group is bringing on several offices, record recurring questions and turn them into a simple onboarding FAQ.
A consistent onboarding process helps the next office start more smoothly. It also gives head office a more reliable understanding of which offices are active and which still need assistance.
Frequently Asked Questions
Does a new office need its own Auctions Live subscription?
Not always. Some offices operate through approved corporate or auction house arrangements. Confirm the intended account type and commercial setup before onboarding.
Who should be the first user at a new office?
The office should nominate an appropriate primary administrator or principal who can take responsibility for users and relevant office settings.
Can the group copy all settings from an existing office?
Use existing settings as a starting point, but check local requirements, the account structure and the new office workflow before applying them.
Should a new office run a test before its first auction?
Yes. A rehearsal helps staff confirm the listing, registration, operator access and result process before a live event.
What happens if an office needs a new account or shared user?
Use the supported account or service request process and confirm the correct office and corporate relationship.
How Can Auctions Live Support New Office Onboarding?
Auctions Live provides account-management workflows and user guides that can form part of a structured corporate onboarding plan.
Set up the office, then test the actual work
Eligible corporate, HQ and auction house users can submit service requests for creating linked office accounts. Supported requests also cover shared users and account relationships. Office administrators can then review users and settings according to the account type. The group should confirm available training and help arrangements rather than assuming every account includes the same services.
Review the service request processRelated Auctions Live Knowledge Hub Guides
These guides provide further detail on the relevant account settings, workflows and reporting features.
Important information: This article provides general operational guidance for real estate professionals. Confirm your own account configuration and relevant local auction requirements before applying the process. System features and permissions may vary by subscription, role and account structure. Reviewed November 2026.
Posted 3rd November, 2026