Agent Intake Form

Acknowledgement of Invoicing Policy and Services
By submitting this form, you are confirming receipt of the 2026 Price Sheets below:
Invoicing Policies: Please sign acknowledging this statement... "As Independent Contractors, each coordinator is responsible for setting their own invoicing process. Some will bill on the DA, some at the time of service. Please check with your coordinator directly for their specific invoicing process, payment terms, late fees, etc. prior to ordering services."
Nicole Herrera's Invoicing Policy and Late Fees: Please sign acknowledging ... "All services offered by Nicole Herrera are billed at the time ordered, with the exception of Full Contract to Close (CTC) which is billed via the DA upon closing. In the event the Title company does not offer wire transfers, the CTC fee will be included on your invoice. Invoices will be sent via Quickbooks bi-monthly (1st and 15th) and will include all services for that pay period on a single invoice. All invoices are Due Upon Receipt. Late payments are subject to an automatic late fee of $25 after seven days. An additional $50 per week will be charged until payment is received. Once a late fee is applied it will not be removed. If payment is not received in full within 30 days, additional services will not be offered until all invoices are paid. Fees are subject to change upon written notice."
Melissa Dolezal's Invoicing Policy and Late Fees: Please sign acknowledging ... "All services offered by Melissa Dolezal are billed at the time ordered. No services will be collected on the DA. Invoices will be sent via Quickbooks bi-monthly (1st and 15th) and will include all services for that pay period on a single invoice. All invoices are Due Upon Receipt. Late payments are subject to an automatic late fee of $25 after seven days. An additional $50 per week will be charged until payment is received. Once a late fee is applied it will not be removed. If payment is not received in full within 30 days, additional services will not be offered until all invoices are paid. Fees are subject to change upon written notice."
As the Agent requesting services, please sign acknowledging this statement... "At Coordinate TX, our coordinators are all licensed, however it's up to you as the Agent to adhere to all local, state, and federal laws and implement all rules and requirements issued by your respective Brokerage. Our coordinators will act only as the Transaction and Marketing Coordinators on all hired transactions and listings. They do not act as Brokers, and are not held liable for the Agents actions. Agents who enlist services from a coordinator understand that we will act solely in support and will not lead, negotiate, or decide which terms will apply. You as the Agent release Coordinate TX and it's coordinators from all liabilities that may arise by virtue of these real estate transactions and further agree to indemnify, defend, and hold Coordinate TX and it's coordinators harmless from all claims, disputes, litigation, judgments, and attorney fees that may arise in connection with any hired services. You will still be your client's primary contact and will be solely responsible for all agreements made by parties of the transaction. In addition, all Agents requesting services agree to be an active member of the National Association of Realtors and will have Errors and Omissions Insurance for any listing or transaction in which a Coordinator TX coordinator is hired."
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Acknowledgement of Invoicing Policy and Services