CTC AGENT ONBOARDING
Please briefly share how you heard about our Contract to Close Team:
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In what state(s) are you currently licensed?
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Florida
Texas
Minnesota
Kentucky
Virginia
Wisconsin
Other
Agent Name
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First Name
Last Name
Preferred Email
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example@example.com
Agent MLS #
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Agent Phone Number:
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Please enter a valid phone number.
Please share your preferred mailing address:
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CTC may need access to your MLS and TrustFunds Account to manage your Listings and Transactions. Would you like CTC to set this up on your behalf?
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YES
NO - My office and I will manage the TrustFunds and MLS activity for my Listings and Contracts
MLS Password (Required for Team Setup)
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Which Realtor Association are you affiliated with?"
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SPAAR
MAAR
SPAAR AND MAAR
Other
Name of your Broker
First Name
Last Name
Email of your Broker
example@example.com
Additional FL Agent Information
MLS Login Info (Username, password, link to MLS)
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Agent license#
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Broker License #
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Office license#
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All Agent Information
Name of your Real Estate Brokerage
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Are you a team lead or part of a team?
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Yes
No
Provide Team Name and other member's Name / Email / Phone Number.
Office Admin/Brokerage Contact Information (Including an email address to which documents should be sent) Enter N/A if not applicable
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Login Information for your Broker System (Skyslope, BackAgent, Command, Etc) Enter N/A if not applicable
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Preferred Title Company / Closer Contact Information - Enter N/A if it varies by contract
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Preferred Lender Contact Information - Enter N/A if it varies by contract
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Preferred Vendor List: Inspectors, Insurance Agents, Home Warranty preferences, etc - Enter N/A if it varies by contract
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If you would like CTC to Send Review Requests Post-Close, PLEASE INCLUDE LINKS to your Review Landing Pages: Facebook, Google, Realtor.com, Zillow, etc. If you do not want this task, please answer with NA.
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Would you like CTC to send you Client Follow-Up Reminders Post-Close? If so, please share the cadence at which you would like the reminders sent, ie: 3 month, 6 months, 1 year anniversary. PLEASE INDICATE IF YOU WOULD LIKE THIS DONE FOR YOUR BUYERS, SELLERS, OR BOTH. If you do not want this task, please answer with NA.
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Will you be using CTC for Pre-MLS Listing Work?
No
Yes
Undecided
LISTING SUPPORT INFORMATION
Are you a Coldwell Banker Realty Agent
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Yes
No
Do you want CTC to use Listing Concierge?
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Yes - you will need to provide your credit card information
No
TBD
Please provide your credit card information to use for ordering photos (or indicate you will contact Becca directly with the information)
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Credit Card Expiration Date
Listing Conciege Photoshoot / Provide preferred photographer/ package / paper etc.
Preferred Photographers - include ordering website and login information if applicable
Preferred Sign Installers - include ordering website and login information if applicable
Preferred Stagers - Enter N/A if it varies by contract
Additional Information Required for each listing - ie, brokerage or team splits, co-agents included in the MLS listings
Broker Admin Fee $ - enter N/A if not applicable
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Upload any standard documents that should be added to MLS Listing Supplements
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Credit Card info (NOTE: this is required for administrative use only, no charges will be made without your notification)
Type of Card
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Name on Credit Card
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Credit Card Number
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Credit Card Expiration date
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Credit Card 3 or 4 digit code
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Billing Zip code for Credit Card
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Submit Information
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