Agent File Onboarding
Agent Name
*
First Name
Last Name
Brokerage Name
*
Email
*
example@example.com
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
Please enter a valid phone number.
Brokerage's Phone Number
*
Please enter a valid phone number.
What Is Your Preferred Method Of Communication?
*
email, cell phone etc.
What Is The #1 Complication You’ve Had With TC’s In The Past?
*
Please Select
Communication
Organization
Inexperienced
What Is One Great Habit Or Flow You Got Into With Your Previous TC?
Systems Used And Passwords (Compliance, E Signature, CRM, etc.)
*
Systems Used And Passwords (Compliance, E Signature, CRM, etc.)
*
Systems Used And Passwords (Compliance, E Signature, CRM, etc.)
*
Do You Have An Agent Or Brokerage Checklist You Would Like For Us To Use? (Upload below)
*
file checklist, compliance requirement checklist
Upload Checklist(s)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
What Day Of The Week Works Best For You To Meet With Your TC?
Do You Have A Preferred Lender Partner(s)?
Do You Have A Preferred Title/Escrow Partner(s)?
Do You Have A Preferred Inspector Partner(s)?
Do You Have A Preferred Home Warranty Company(s)?
Information Needed When Submitting a File
Client’s Name(s)
*
Client's Phone Number
*
Client's Email Address
*
Client's Attorney or Title Company Information
*
Client's Lender's Contact Information
*
Inspector If Applicable
*
Upload Contract
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Signature
*
Please verify that you are human
*
Submit
Submit
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