Agent Onboarding
Your Name
First Name
Last Name
Your Email
example@example.com
Brokerage Name
*
Brokerage/Office Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Personal Mailing Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Broker's Name
Designated Broker
Broker's Phone Number
Broker's Email Address
Is the Designated Broker also Licensed Supervisor?
Yes
No
Licensed Supervisor Name
Licensed Supervisor Phone
Licensed Supervisor Email
Compliance/CDA Point of Contact
Who do we get in touch with?
Compliance/CDA Contact - Phone
Compliance/CDA Contact - Email
Compliance & CDAs - Describe broker policy for submitting documents & requesting CDAs (timelines only, we'll discuss list of documents separately.) Please list broker fees/splits or special notes about commissions.
Your Communication Preferences - Method of Communication & Times of Day
10+ Experience - What can we do to provide a 10+ Experience for you & your clients? What are your expectations for us?
*
Vendors - Priority/Top inspectors, pest inspector, warranty companies we'd likely work with on the first transaction
We will do a full build-out of customized templates and send a separate form to provide a more thorough list of vendors.
Broker Platform - User Name
Broker Platform - Password
Put "XXX" if you prefer to send passwords via LastPass or over the phone
Digital Signing Platform
DocuSign, Dotloop, Skyslope, E-Sign, Zipforms, etc...
Signing Platform - User Name
Tech Stack - Compliance Platform, CRM, Signing?
*
List all we will need access to!
Service Areas & MLS/Board Memberships
*
Signing Platform - Password
Put "XXX" if you prefer to send passwords via LastPass or over the phone
Save
Submit
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