New Agent Intake Form
Welcome aboard! We're so delighted to have you as a client and look forward to man years of business together. To provide you with the highest level of service, we will create a profile in our virtual office of detailed information about you, your business, and the providers you prefer to work with.
Basic Info
Important Info we will need to get you onboarded :-)
Name
*
First Name
Last Name
Email Address
*
example@example.com
Mobile Phone
*
Please enter a valid phone number.
Mailing Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
When is your Birthday?
*
What is your favorite restaurant?
*
What is your 2nd favorite restaurant?
What is your favorite type of food and favorite type of drink?
*
What is your favorite store to shop at?
*
Business Info
Who were you referred by? If no one referred you, how did you find us?
*
Your Brokerage Name
*
Brokerage Office Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
What is your RE License #?
Who is your broker/Contact Person we might need to communicate with on occasion?
First Name
Last Name
Broker/Brokerage Contact Person's Email Address
Broker/Brokerage Contact Person's Phone Number
Please enter a valid phone number.
What back office systems do you use? (i.e. Dotloop, Skyslope, Form Simplicity) *Please list your login information for any systems we will need access to such as for compliance, sending documents for signatures, and MLS access (if needed)
*
What do you find is your biggest challenge(s) in maintaining your real estate transactions?
*
Have you ever worked with a Transaction Coordinator before?
*
What do you hope to get out of working with a Transaction Coordinator?
*
We offer a few different service packages. Which of the following do you think you may need our help with? Some of these, we currently offer and some we are looking to possibly add as a service. (You may check more than one)
*
Listing Input (Inputting your new listings into the MLS for you)
Listing Coordination with doc prep & Compliance (MLS input + disclosure prep and compliance help)
Contract to Close Coordination (full coordination once a file goes under contract)
Compliance Only (Limited services for files that have gone under contract to make sure your file is submitted and approved by your compliance department only)
Offer/Contract Prep
Social Media Management
Misc. Administrative Tasks
Other (Please elaborate below)
If you selected "Other", please elaborate
Preferred Vendors (if applicable)
Preferred Home Inspector
Inspector's Email Address
Inspector's Phone Number
Please enter a valid phone number.
Preferred Title Company
Preferred Title Company Contact Person
First Name
Last Name
Title Company Email
Title Company Phone Number
Please enter a valid phone number.
Preferred Lender
Loan Officer's Name
First Name
Last Name
Loan Officer's Email
Loan Officer's Phone
Please enter a valid phone number.
Preferred Home Warranty Company
Home Warranty Email
Home Warranty Phone Number
Please enter a valid phone number.
List any additional preferred vendors below (if applicable) such as additional title companies, inspectors (termite/WDO inspectors), additional lenders, etc.
Additional Info
List any information you would like us to have below. This can be in regards to anything you may think of that we may need to know to get started.
Additional Notes
Submit
Should be Empty: