DFY Onboarding Form - Mortgage Growth System / Dovetail MKTG

BEFORE YOU BEGIN...

Make sure you know your Facebook business page name and/or URL (or have deiceded to have us create it)
Have a headshot/photo-of-self ready to upload (in png or jpeg format)
Have a company logo ready to upload (in png or jpeg format)

And if you're a Non-QM broker you also...

Already know the states you can target
Have already researched and gathered your product bullet points

What is your most accurate legal name (this is what the public will see)?*

First NameLast Name

Your best email address for us to use to communicate with you at?*

example@example.com

Your personal cell phone number:*

Please enter a valid phone number.

The precise name of the company you work for (or own)?*

Include LLC, Inc. or similar as-needed- however it is registered or shown on your company website

Your precise professional title (be specific please)*

(i.e., mortgage banker, mortgage planner, mortgage originator, etc.)

What time zone are you in?*

What is your PERSONAL NMLS number?*

If you have other PERSONAL license numbers (like a DRE or similar) please list those here and include WHAT type of license it is (or put NA if not applicable).*

Please list any COMPANY license numbers AND be specific with each. (This will go on your funnel pages for compliance reasons)*

What Equal Housing Logo do you need for your landing pages? (If you're unsure, go to your company website to see what they have.)*

Equal Housing OPPORTUNITYEqual Housing LENDERNot needed

What is your BRANCH or COMPANY address (may be displayed on landing pages)?*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

NOTE REQUIRED: What is your best PERSONAL physical mailing address? (This will NOT be used on landing pages & is for communication purposes only.)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Are you going to use Agentgogo CRM*

YesNo, I just want leads emailed to me (not recommended)No, I've paid an integration fee to connect to my own CRM through Zapier or WebhooksNo, but I want to & am aware of additional fees (must be paid before work iniates)No, I've selected to use GHL with a full build out of it

What's your Agentgogo CRM email login?*

example@example.com

What's the login details of your AgentGoGo CRM account?*

Have you paid for this integration already?*

What's the alternate CRM you are using called?*

What is the login URL?*

What's the user login name?*

What's the login details of your CRM account?*

SCHEDULE OF FEES FOR EXTERNAL CRM INTEGRATION OR GO HIGH LEVEL SETUP

INTEGRATION TYPE	SETUP FEE	UPDATE FEE
GHL Intergration	$100	$50
GHL Full Setup	$250	$100
Lead Mailbox Integration	$100	$50
Webhook Integration	$100	$50

Have you been able to successfully link the email address you'd like to use within Agentgogo? (See Image below)*

Yes, it's goodNo, I'm just waiting on IT to allow the connectionNo, I can't figure it outNo, it's not going to work and I'll just use text without email

Below is an image on checking if your Agentgogo CRM has been connected to the email system.

To get there, just go to Settings then Email Provider

Do you want to use the Agentgogo CRM to work old leads, past clients or leads from other sources?*

Yes, I'd like to do this soonMaybe, but I'll ask for help when it's timeNo, not right now

Do you have other team members who will be using Agentgogo CRM (for round robin) and if so, have you already initiated their subscriptions?*

NoYes

How many other Agentgogo CRM users do you expect to have?*

Are you going to use a 3rd party booking calendar system instead of the CRM one?*

Yes, I'll use Youcanbook.me (recommended)Yes, I'll use Calendly & need you to set it up ($50 charge applies)Yes, I'll use a different one & set it up myself (embed code is needed)Not at this time

What's the login details of your 3rd party booking calendar account?*

Need other team members to have a CRM Subscription too?

Keep this these things in mind...

There is a $50/user 1-time setup fee
All subusers will need their own paid subscription
The sub-users subscriptions have to be initiated from within your own CRM and all CRM subscriptions will get billed to the card on file in the primary user's CRM
- Other than signing up, each sub-user will need to go through the same setup process you did

Below is an example of how we need your calendar booking availability times shown so we specifically know when you would be available.

Keep in mind that the system will already now when you have other appointments on the calendar and block that off.

You can choose any dates/times you want - this is just an example.

What hours and days of the week do you want your Agentgogo booking calendar setup to accept booked calls? *

Do you already have a Facebook business page that will be used for these ads and is also in the correct formant*

YesYes, but I think it's in the wrong formatNo, please create one for meNo, but I'll make my own ASAP

Are you the admin on this Facebook business page?*

Yes, I definitely amNo, but the person who is will be involved with getting you accessI'm not sure

Did we (Dovetail/MGS) get full access to your Facebook Business Page?*

YesNoNot Sure

What is the precise name of your Facebook Business page (or the precise URL)?*

To get the URL, just navigate to your page and copy it from the web browser domain address bar and paste it here

What's the status of "readiness" of the Facebook page that will be used?*

It's ready to go - all visual and information is updatedIt's totally blank - We, the Client will update images & informationIt's totally blank - Service Provider (Dovetail) will update images & infoIt's mostly ready but needs updating - We, the Client will make the updatesIt's mostly ready but needs updating - Service Provider (Dovetail) will make the updates

Did we (Dovetail/MGS) get full access to your INSTAGRAM Business Account?*

YesNoNot SureDoesn't Apply / Don't Have One

What is the precise name of your INSTAGRAM Business Account? (Not Req'd)

To get the URL, just navigate to your page and copy it from the web browser domain address bar and paste it here

Website & Facebook Page Phone Numbers:

The landing page / website we will create and use for your ads (which is controlled & owned by us) will be custom built to somewhat match your actual website.

On this landing page we will put a phone number that a lead could call. Most clients only get a few direct call-ins per month since we are asking the lead to begin a quote with the form.

Typically we use the primary Agentgogo CRM phone number because it acts as a call tracker and in most setups, is the key phone number leads will receive communications from initially.

However, if you have a different phone number like a main office line or a round-robin office line as examples, we can use that instead.

Please indicate below your preference. And be sure to indicate if we are:

Using the primary user Agentgogo phone number & where
Using another Agentgogo user's phone number & where
Or using a phone number you will provide and where

Tell us your plan with the phone number options for both the Facebook page & the landing page we will build for you:*

If you are using multiple phone numbers you need to provide us, tell us what they are and where we should use them. (Facebook &/or landing page)

NOTE FOR CONVENTIONAL MLOs:

Facebook Pages Should Be Personally Branded!

Lead quantity guarantees are only offered when the Facebook page being used is a personalized one with a person's photo and a personal name like Bob Jones - Loan Officer - NMLS#125456 (or similar)

A company-branded pages like XYZ Mortgage - NMLS#12345 (or similar) do not perform as well and we do not offer lead quantity guarantees when using these types of Facebook pages.

If you currently have a company-branded page, even if you're not receiving a lead quantity guarantee, it's still advisable to use this format. If you need to switch, you can either create a new page or we can create one for you. It is unlikely that Facebook will allow a name change that is this significant

This does NOT apply for Non-QM broker leads. Company-branded pages are fine if you are doing Non-QM leads.

Personal photos/ headshot (Be sure this in in jpeg or png format. Be sure it's high resolution.) - This is only needed if wanted or for use on the Facebook page

Browse Files

This does not have to be professional, but if you are shooting it yourself, try to make sure it's very clear and high resolution.

Please upload a COMPANY logo or two. (A high resolution PNG image is preferred, but other file formats will work too.)

Browse Files

Do you have additional team members or assistants involved who may attend our coaching calls or get support through email?*

YesNo

Please list out the Full names, phone numbers and email addresses of each member and specify the primary assistant if you have one.*

Did you either pay for or select a package where the ISA / Appointment Setting team is included?*

Did you either pay for or select a package where the AI Chatbot is included?*

Yes, they were includedNo, but I may want to laterNo, and probably don't want toI'm not sure

If your 10DLC isn't approved by the time we are set to launch (meaning you won't be able to text from the CRM), what do you want to do?*

Launch anywayLaunch up to 3 days late if it's approved by then or move to next cycle if notLaunch on the next cycle

What kind of advertising are you doing with us?*

Residential (owner occupied purchase or refi)Non-QM/Commercial (real estate investor leads)Residential & Non-QM/Commercial (Extra fees apply)Other/custom

Ad Compliance and Review Options

Good news: A FREE ad review is already included in your onboarding!

You’ll receive your ad copy, images, and a link to your landing page a few days before your scheduled launch. This gives you time to review everything and request changes if needed—at no extra cost.

Important Timing Note

If you need formal compliance approval BEFORE launch, this will delay your start date by about 5–10 extra days (or more if your team takes longer). In most cases, this pushes the launch to the next available cycle.

Your Review Options

✅ Included FREE Review

We send you a document with your ad copy, images, and landing page links.
You (or your compliance team) mark any requested changes in that document.
We make those changes before launch.
No direct contact with your compliance department is included in this free option.
CRM campaigns are not part of this review, but you can handle those internally.

🔍 Full Compliance Review – $1,000 FEE (paid before review begins)

We work directly with your compliance department via email, calls, and Zoom.
Covers ads, landing pages, and any other marketing components.
This process often takes a full month or longer because of back-and-forth with your team.
Delays are common, and we can’t guarantee a specific timeline.
Tip: Most clients use the FREE review since it’s included and much faster.
Select the full review only if your compliance team requires direct involvement.

Do you need to have a compliance person or department review your ads and/or landing pages before going live?*

No, I don't need it at this time and want to launch ASAPYes, but the basic FREE level only realizing there could be a delayYes, I need the full review and understand it's a $1000 fee that needs paid upfront

If you're running ads for multiple lead-types...

You'll need a separate ad budget for each lead type. Typically this would have already been pre-arranged before joining. If it hasn't, we'll provide some guidance.

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It's important to note that when selecting the geo-targeting locations that you only select areas with similar (or similar-enough) looking houses. The images we use in ads are homes that are representative of the homes available in the area you will be targeting.

For example, you would not want to target Massachussetts and Florida at the same time since the homes are drastically different. But Massachussetts and North Carolina wouldn't be a big issue as we'll be able to find home images that would work in both locations.

The map image below is a general guideline of how homes look or are similar in appearance/design by geographic region. Just note that it's impossible to create a perfect map and if you feel like the states you want to target are similar enough in home appearance, then it surely is fine.

(It's usually OK to combine southern CA with FL due to similar enough home images.)

Conventional MLO's: What type of lead did you pay for us to generate for you?*

General home buyerRefinanceHome Buyer & RefinanceCustom / Other

BEFORE YOU FILL OUT WHERE YOU WANT TO TARGET, NOTE THESE RULES OF THUMB...

For homebuyers it's best to target a minimum a very large metropolitan area or several counties (these can be in multiple states or areas throughout a single state)
For refi leads it's best to choose the full state(s) you want to target
As a general rule the more area we target the mor leads you'll get (or the cheaper the cost per lead will be - if possible, target a whole state or multiple areas/states)
To meet lead quantity guarantees (if you have them in your package) we require you to target an area where there is a minimum of 3M Facebook users. Usually a large metro area is enough. If you are in a small state, it may require the whole state or more areas outside that state to achieve this.)

HOME BUYER targeting areas: List your states, counties or metro areas. Please be specific about the State(s) these are in*

Put NA if not doing

REFI targeting areas: List your states, counties or metro areas. Please be specific about the State(s) these are in*

Put NA if not doing

Put any additional targeting notes here or use this for targeting if you have a custom lead type:

If you're running ads in multiple languages...

You'll need a separate ad budget for each language.
You'll also have separate additional services for each campaign in a secondary language

Typically this would have already been pre-arranged before joining. If it hasn't, we'll provide some guidance.

What language do you plan on running ads in initially?*

Just EnglishJust SpanishOther

Unqualified Lead Filtering Options:

Lead filtering only affects the way automations work, how the leads are segmented in the CRM and what leads will be allowed to self-book a call with you. You still receive all leads whether qualified or not. This can be updated later too.

We have the ability to automatically filter your leads automatically to help streamline your efforts.

We highly recommend just using our standard filtering and adjusting it later if you see fit.

Typically we would only consider a lead unqualified if they have both a credit score of 619 or less AND (simultaneously) a household income of $60k or less.

That does mean if they have just one of these, but not both, they would still be considered qualified.

If you choose to have leads filtered, they will be automatically tagged in the CRM as unqualified and receive a truncated follow-up campaign asking them to provide additional details on their situation so you can access whether or not you'd like to pursue a conversation. Unqaulified leads wouldn't automatically be offered the opportunity to book a call with you either.

Below you will have the option to have us setup lead filtering differently than this BUT please note, the more you increase what we filter by, the less leads you'll end up talking to and that typically equates to less conversions. It's best to stick with our initial recommendations.

Do you want your leads auto-filtered?*

Yes, please filter them with your standard setupNo, don't filter at all right nowYes, but use my specific parameters (below)

Please tell us either (or both) the credit score and household income you'd like to filter by. Please be specific:

Done-For-You Onboarding Form

Personal & Company Info Questions

CRM Questions

Facebook Page Questions

Logo & Misc Questions

Compliance Requests

Geo-Targeting For Leads

Targeting & Product Details (non-qm only)

Loan Product Details Section

Confirmation Of Service Engagement