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 Account Information
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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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Which Realtor Association are you affiliated with?"
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SPAAR
MAAR
SPAAR AND MAAR
Other
Name of your Broker
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First Name
Last Name
Email of your Broker
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example@example.com
Additional FL Agent Information
MLS Account Information
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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.
What Platform (if any) do you/your Brokerage use to file documents? Please provide account information below:
Office Admin/Brokerage Contact Information (This includes Agent Services, Transaction Submission, Office Administration and/or anything comparable)
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Broker Admin Fee $ - enter 0 if not applicable
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Preferred Title Company / Closer Contact Information - you may include more than one
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Preferred Lender Contact Information - - you may include more than one
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Preferred Vendor List: Inspectors, Insurance Agents, Home Warranty preferences, etc - - you may include more than one
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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 review requests sent out, please answer with NA.
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If you would like CTC to send you Client Follow-Up Reminders Post-Close, 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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INVOICING: You will be billed when your Transaction closes. If your brokerage allows for a third Party TC to be paid as a reduction in your commission, would you like us to add our fee to the file or would you like to be billed directly? NOTE: MLS Listing work is ALWAYS billed to the Agent directly once the listing service is complete.
Please add the CTC fee to each file as a reduction from my commission
Please bill me directly
To be determined
Will you be using CTC for Pre-MLS Listing Work?
No
Yes
Undecided
CLICK CONTRACTS USERS ONLY - Do you want CTC to have access to your account?
No
Yes
Please provide your Click Contracts credentials:
LISTING SUPPORT INFORMATION
Preferred Photographers - include ordering website and account information if applicable
Preferred Sign Installers - include ordering website and account information if applicable
Additional Information Required for each listing - ie, brokerage or team splits, co-agents included in the MLS listings
Preferred Stagers - Enter N/A if it varies by contract
Click on the Submit Button to Complete your Onboarding
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