MK+Co Client Onboarding

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Your Details* This field is required.
Your Name
Your Mailing Address
Your Phone
Your Email
Your TREC License Number
2
Your Broker Details
Your Broker Name
Your Broker License Number
Your Broker Address
3
Listing PhotographyWho are your preferred photography providers?
Primary Provider Name | Website Link
List or describe any special instructions or standard services you prefer.
Please Select
Please Select
Photographer has my payment information on file.
Photographer will bill or invoice me separately.
MK+Co to pay with my payment information kept securely on file.
How is payment made for services?
Please Select
Please Select
Yes
No
Do you have a Secondary listing photographer
Provider Name | Website Link
List or describe any special instructions or standard services you prefer.
Please Select
Please Select
Photographer has my payment information on file.
Photographer will bill or invoice me separately.
MK+Co to pay with my payment information kept securely on file.
How is payment made for services?
4
Printing and Marketing ServicesWho are your preferred printing providers?
Provider Name | Website Link
List or describe any special instructions or standard services you prefer.
Please Select
Please Select
Printer has my payment information on file.
Printer will bill or invoice me separately.
MK+Co to pay with my payment information kept securely on file.
How is payment made for services?
5
Sign Installation ServicesWho are your preferred providers?
Provider Name | Website Link
List or describe any special instructions or standard services you prefer.
Please Select
Please Select
Provider has my payment information on file.
Provider will bill or invoice me separately.
MK+Co to pay with my payment information kept securely on file.
How is payment made for services?
6
Inspection ProvidersWhen using FULL Transaction Management services, MK+Co will send email communications to your clients throughout the transaction. One of those communications is regarding scheduling their home inspection. It is usually recommended that you share at least three (3) different providers to allow your client to choose who they prefer to use. (A copy of this email template can be sent to you upon request.) If you would like us to include this email to your buyer clients, please give us the name/contact information of those providers, in the order of YOUR preference.
Please Select
Please Select
Yes, please include this email communication to my clients.
No, I do not need assistance with providing Inspectors to my clients.
Do you want MK+Co to assist your buyer clients with choosing their Inspection Provider?
Inspector One - Name / Contact Information
Inspector Two - Name / Contact Information
Inspector Three - Name / Contact Information
7
Title Company and Escrow OfficerDo you have a preferred Title Company (or companies) or Escrow Officer?
Primary Preferred Title Company & Escrow Officer
Title Company Address
Escrow Officer Email
Escrow Officer Phone
Assistant or Team Name and Email
Please Select
Please Select
Yes
No
Submit New Listings to Title to open escrow when going live in MLS?
Please Select
Please Select
Yes
No
Is there a secondary Title Company/Escrow Officer
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Secondary Title Company and Escrow OfficerDo you have a preferred Title Company (or companies) or Escrow Officer?
Secondary Preferred Title Company & Escrow Officer
Title Company Addres
Escrow Officer Email
Escrow Officer Phone
Assistant or Team Name and Email
Please Select
Please Select
Yes
No
Submit New Listings to Title to open escrow when going live in MLS?
9
Are there any other Service Providers you'd like MK+Co to assist with while managing your Listings and Transactions?Please provide names, website links, and any other details and information necessary.
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Large
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10
Credential Confidentiality

Any usernames, logins, access codes, or similar credentials provided by Client to Coordinator shall be treated as confidential information. Coordinator agrees to use such credentials solely for the purpose of performing the requested Transaction Management Services and to take reasonable steps to safeguard such information from unauthorized use or disclosure.

Coordinator shall not intentionally share Client credentials with any third party, except as required to perform services or as required by law or brokerage compliance.

Client acknowledges that certain platforms may restrict credential sharing and agrees that access may instead be granted through user permissions when available.
11
Brokerage Document and Compliance SystemTell us what system your Broker requires you use for document and transaction compliance. * If your Broker's system has the capability of allowing TM access to your system without providing your own access credentials, we can work with you to get the TM access set up.
Please Select
Please Select
My system will allow TM/TC services it's own access
My system will require MK+Co to use my login credentials.
How will MK+Co access your Broker's Compliance System?
Please Select
Please Select
Real Broker - ReZen
Skyslope
Back Office
Other
What system does your Broker use?
Website Link
Login Access Credentials
12
Documents and SignaturesMK+Co uses ZipFormPlus/Transaction Desk with Authentisign for signatures as our primary document and signature system. When working with documents for your transactions, we can utilize the system you prefer or our ZipFormPlus system. Please note that all completed documents will be shared with you via email or other electronic means. Do you prefer we use YOUR Document/Signature System or our own ZipFormPlus system?
Please use my Document/Signature system
Use MK+Co's ZipFormPlus system
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Documents and SignaturesPlease indicate what document and signature system you use, give the website link (if applicable), and provide your login and access credentials. *Note: If you have the capability to allow TM access to your system without providing your own access credentials, we will work with you to have the TM/TC access set up.
Please Select
Please Select
ZipFormPlus
Dotloop
Skyslope
Docusign
Other
System website and/or link
Login Access Credentials
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If MK+Co will be ordering services that require payment at the time placing the order, such as listing photography or sign installation, please provide your preferred payment information that we will securely store on file.All credit card and payment information is kept solely for the purpose of performing the requested transaction and listing services and MK+Co will take all reasonable steps to safeguard such information from unauthorized use or disclosure.
I will attach a photo of the payment card with all details to this onboarding form.
I will contact Minta Kulas directly to provide the information.
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If there are any forms or additional information you would like to provide to assist us while managing your listings and transactions, please attach it here.
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Max. file size: 10.6MB
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