Agent's Information Form
Full Name
*
First Name
Last Name
Phone Number
*
E-mail
*
example@example.com
Birthday Month
*
Social Media
Website
Emergency Contact (Should you become unreachable for any reason, is there someone you trust that we can contact in case of urgency related to your transaction?)
*
How did you hear about Branching Out Solutions (BOS) Transaction Coordination Services?
*
Broker Name and Email Address
*
Do you have a team member who should be copied on all emails? If so please provide a name and email address.
*
Login information for DotLoop, Docusign, ZipForms, Skyslope, Authentisign, etc.*
How do you like to schedule inspections?
TC Schedules
Agent Schedules
Your Client Schedules
Preferred Home Inspectors
Bright MLS Login Information for Listing Coordination Service
If you have a survey that you'd like us to send to your clients after closing please EMAIL us the template that you'd like used.
YES I will email my template
NO I do not have one
Other: I would like one sent but need it created
BOS will collect payment on the ALTA when possible. If for any reason payment cannot be made at closing we will invoice you after closing. Payment should made within 30 days of invoice.
Please explain your broker's policy for submitting contracts:
Additional notes and information/brokerage requirements
Submit
Should be Empty: