Welcome Aboard! Onboarding Form
Let’s get you set up for a smooth and seamless transaction process.
Contact Information
Name
*
First Name
Last Name
Phone Number
*
Format: (000) 000-0000.
E-mail
*
example@example.com
Mailing Address - I like to send my clients the occasional card!
Logins
Enter the information you are comfortable with.
Do you use CTM E-Contracts or Transaction Desk? Please Provide Login.
What is your Primary MLS? Please Provide Login.
What is your Secondary MLS? Please Provide Login.
Please Provide Any Additional MLS Logins.
What Compliance System Does Your Brokerage Use? Please Provide Login. (Example- KW Command, Skyslope, Dotloop)
Please provide the Name and Email of Your Brokerage's Compliance Contact.
Please Provide ShowingTime Login (for Pre-Listing Package).
Please Provide Your Sentrilock Login (for Pre-Listing Package).
Some Agents Provide Their Email Login to Streamline Gathering Login Codes or Gathering Information While You Are Unavailable. Feel Free to Input Your Login.
Preferences
Who is your preferred Escrow Officer?
Who are your preferred Inspectors? Would you like me to send these recommendations once under contract to your clients?
Who are your preferred Insurance Agents? Would you like me to send these recommendations once under contract to your clients?
Do you have review links you would like to send out after closing?
Marketing
If you have a headshot and logo, please upload it here for marketing material!
Browse Files
Drag and drop files here
Choose a file
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Would you like me to include review links to your clients after closing?
Yes
No
Yes, but ask me first for each client.
If Yes, please provide your review links below.
Do I have your permission to post a congratulatory "Just Sold" for your closings and tag you on my business page?
Yes
No
Let's Make This A Lasting Relationship!
What are your expectations for response time?
What are the top 3 things you want me to take off your plate?
Are there any tasks you prefer to handle yourself?
What’s your biggest frustration with past transaction management? (So I can avoid it!)
Is there any other information you would like me to have moving forward?
SUBMIT
Should be Empty: