New Agent Onboarding

New Agent Onboarding Form

Please fill out the form below to the best of your knowledge. The more information we have upfront, the less back and forth is needed with each transaction, allowing you to focus more on what you do best! Thank you, we look forward to working with you!
Name*

First NameLast Name
Phone Number *

Area CodePhone Number
E-mail*
Which of the following services are you interested in?*
How did you hear about us?
Are you a KW agent?*

YesNo
Would you like to donate to any of the following?*

$10 KW Cares$10 KW Kids CanOther
Are you an individual agent or team?*
Who do you use as your settlement company for listing sales/closings? Please include their contact name & email address below.*
On average how many transactions do you typically close each year?*
Please insert a list of your recommended inspectors and their contact info for us to pass along to your buyers.*
Would you like us to coordinate the final walk-through with your clients?*

Yes pleaseNo, I'll handleOther
Would you like your clients cc'd on ShowingTime requests?*

YesNoOther
Would you like us to send your clients a link to their MLS listing once it's live?*

YesNo
Would you like us to email your clients after closing asking them to leave you a review?*

YesNo
If so, please include links to your Facebook and Zillow review pages below. If you have an email template you'd like us to use, please insert it below as well, otherwise we have one we can use!*
Would you like a closing gift ordered (online only) for you to give to your clients on closing day?*

YesNo
If so, what would you like ordered?*
Please enter credit card info below for ordering closing gifts. This is a secure, encrypted form so your information is completely safe!*
Would you like us to email a tax letter including the final signed CD/ALTA to your clients at the beginning of the year (mid-January)?*

YesNo
Please enter your login info for the following accounts. This is a secure, encrypted form so your information is completely safe!
MLS: Username* PW*
Supra/Lockbox Acct: Username* PW*
Command (if KW): Username* PW*
DocuSign (if applicable): Username* PW*
Dotloop (if applicable): Username* PW*
Preferred Home Warranty Company: Company Name* PW*
Do you agree to let us access the above accounts using your provided login info?*

YesNo
Do you use Google Calendar?*

YesNoOther
If so, do you agree to give us access to your Google Calendar so we can add important dates & deadlines (inspection deadlines, inspections, final w/ts, closings, anniversaries, etc.)?*

YesNo
Which of the following dates would you like added to your calendar after buyer closings?*

1 Week Follow-up Call1 Year Anniversary5 Year AnniversaryOther
Do you understand that our fee for buyer transactions is $350 per transaction ($250 billed upfront & $100 billed after closing)?*

YesNo
Do you understand that our fee for seller transactions is $350 per transaction ($250 billed upfront & $100 billed after closing)?*

YesNo
Do you understand that our fee is $200 per transaction (billed upfront & due bi-weekly)?*

YesNo
Do you understand that invoices are billed out and due bi-weekly?*

YesNo
Thank you so much for trusting us with your business! We're very much looking forward to working with you! Please feel free to leave any questions or additional notes for us below.
Signature*

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New Agent Onboarding Form