Team Contact Asset Transfer Form

Team Contact Asset Transfer Form
Team Name*
Who is completing this form?*

Team LeadTeam MemberAdmin/Personal Assistant
Please transfer the below checked from the above Team Account*

Clients/ContactsSaved SearchesBoth Clients/Contact & Saved Searches
Please transfer selected above from the Team Account (above) to Name . I understand that the Team Account (in the agent setup) will be made inactive on November 3, 2025. initials*
Team Lead Email*
example@example.com
Team Lead Signature

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