Broker Compliance - Intake Form
Broker Compliance
Agent Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
What software platform do you use for transactions & signatures? (First Time Users Only)
Please Select
DocuSign
DotLoop
Form Simplicity
Transaction Desk
SklySlope
Other
Platform Login Credentials (First Time Users Only)
Username
Password
Does your brokerage use an additional platform for compliance, such as Command? If so, please list platform? (First Time Users Only)
Please Provide Login Credentials for Compliance Software - (First Time Users Only)
Username
Password
Property Information
MLS ID
Folio Number
*
Which Party Do You Represent?
*
Seller
Buyer
Both
Property Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Cooperating Broker/Other Agent
Name
*
First Name
Last Name
Cooperating Brokerage Company
*
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Back
Next
Buyer/Seller - Party You Represent
Client #1
*
First Name
Last Name
Client # 1 Email
*
example@example.com
Client #1 Phone Number
*
Please enter a valid phone number.
Client #2
First Name
Last Name
Client # 2 Email
example@example.com
Client #2 Phone Number
Please enter a valid phone number.
Title/Escrow Information
Title Company Name - If Not Listed On Contract
Title Email
example@example.com
Title Phone Number
Please enter a valid phone number.
Lender Information
Lender Name
*
First Name
Last Name
Lender Company Name
*
Lender Company Name
Lender Email
*
example@example.com
Lender Phone Number
*
Please enter a valid phone number.
Preferences
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