Registration Workflows

← Prototype home · Registration walkthrough → · Styleguide

1 · Initial Registration

Determine Path

→

Gather Agent Information

· · ·

Receive Payment

→

Direct to Advance NIL

→

Status Page

2 · Re-Registration

Determine Path

→

Gather Agent Information

· · ·

Receive Payment

→

Direct to Advance NIL

→

Status Page

3 · Reciprocal Registration

Determine Path

→

Gather Agent Information

→

🔒 AG Human Review

→

Receive Payment

→

Direct to Advance NIL

→

Status Page

Applicant · AAR Payment · PayStar AG human review Advance NIL

What’s in each block

Applicant · AAR

Determine Path

Automatically determined

If we already have the agent in our system, we know it’s a Re-Registration — no need to ask.

Self-selected

If they’re not in our system, we ask “Are you registered in another state?” — yes → Reciprocal, no → Initial. Their choice.

↓

Applicant · AAR

Gather Agent Information

The registration wizard, split into pages: application type & representation, identity & contact, background (education, employment, licenses, criminal/civil, prior agent history), and acknowledgments & signature.

Initial

Full set of pages.

Re-Registration

Pre-filled; confirm & update.

Reciprocal

Same as Initial, plus their other-state registration at the end.

Open For reciprocal: do we require a registration certificate upload, or can they just enter their state of registration and let us confirm it (since AAR already has their info)?

Initial & Re-Registration

skip the review

↓

Reciprocal only ↓

AG human review

AG Human Review

Manual review queue in the staff dashboard.
Gates everything after it — including payment.
Applicant sees an expected wait time.

↓

Payment

Receive Payment

Collected by the State via PayStar:

$1,000 — new (Initial) registration.
$500 — reciprocal or renewal.
Non-refundable — surfaced at this step.
Reciprocal: unlocks only after AG human approval.

Open Expired registrations: does renewing past the 2-year window revert to the full $1,000? · PayStar docs & sandbox (Olivia).

↓

Advance NIL

Direct to Advance NIL

After receiving payment, the agent is directed to Advance NIL, where they are created in their system, enter appropriate information, and complete training. Details being confirmed

↓

Applicant · AAR

Status Page

Not built yet

One reusable page where the agent tracks progress and sees what’s next — used both while a reciprocal application awaits AG human review and through the Advance NIL stages:

Stage	What the agent sees
Awaiting AG review (reciprocal)	Application is in review; shows the expected wait time.
`pending_information`	Finish the Advance NIL onboarding form.
`pending_education`	Complete the training course.
`not_cleared`	Check or course not passed (fee not refunded).
`cleared`	Passed; Advance NIL collecting bio/headshot.
`active`	Live on the directory — links to the listing.

Highest-fidelity view: walk the 13-screen registration prototype.