Welcome to Taylor Transactions!
As your transaction coordinator, we are here to provide seamless support and help you streamline your business processes. To ensure a smooth onboarding experience, we kindly request you to complete a brief Google Form. This form will help us understand your specific needs, preferences, and goals, enabling us to tailor our services to best serve you. We look forward to collaborating with you and building a strong partnership. The information within this secure form is kept strictly confidential.
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Brokerage Name
*
Preferred method of contact?
Email
Text
Call
Are you apart of a team?
Yes
No
If you are apart of a team please provide the team information below and let us know if there is anyone else we should keep in the loop during the transaction.
What type of services would you like? Check all that apply.
*
Transaction Management (Contract to Close)
Listing Coordination
Contract Writing
Is there any additional information we should be aware of?
Vender Preferences
Share your network of trusted vendors with us so that we can provide your clients with the right recommendation when the time comes.
Mortgage Professional Preferences (Provide Name & Contact)
Property Inspector Preferences (Provide Name & Contact)
Title Company Preferences (Provide Name & Contact)
Closing Attorney Preferences (Provide Name & Contact)
Any others?
Access
In order to assist you we will need access to certain tools you utilize in your business. This will ensure we have all the tools and information we need to provide the best, most consistent service to your clients.
What system do you use to collect electronic signatures from your clients?
*
Dotloop
Skyslope
Docusign
Zipforms
Remine
Please enter Login and Password information for your electronic signatures platform
What system do you use for Broker Compliance? Please list the website and login information.
What do you use for the MLS? Please list the website and login information.
Before you go...
Please use the space below to provide any additional information you would like us to to know
Sign Form
Signature
Continue
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