Realtor Partnership Intake Form 📋🤝
Please fill out this form to help us understand your business and explore collaboration opportunities.
Basic Information
Full Name
*
First Name
Middle Name
Last Name
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email Address
*
example@example.com
City and State You Primarily Work In
*
What State(s) Are You Licensed In?
*
Real Estate License Number
What Brokerage Do You Currently Work For?
*
Brokerage Office Location
*
Experience
How long have you been in real estate?
*
Less than 1 year
1–3 years
3–5 years
5–10 years
10+
Is real estate your full-time or part-time profession?
*
Full-time
Part-time
How many homes do you typically sell per month?
Please Select
0–1
2–3
4–6
7–10
10+
How many transactions did you close last year?
*
Business & Lead Generation
What is your primary marketing strategy?
*
Social media
Referrals
Open houses
Online leads
Paid advertising
Sphere of influence
Networking events
Other
Do you currently run paid marketing campaigns?
*
Yes
No
What platforms do you use?
Facebook
Instagram
Google
Zillow
Other
Buyer & Seller Focus
Buyers %
*
Sellers %
*
First-time homebuyers %
*
Investors %
*
Do you currently work with first-time homebuyers?
*
Yes
No
Partnership Alignment
Are you open to a mutual referral partnership program?
*
Yes
No
Do you commit to responding to referred clients within 1–2 hours?
*
Yes
No
Do you commit to providing excellent communication throughout the transaction?
*
Yes
No
Do you commit to working collaboratively to ensure a smooth closing process?
*
Yes
No
Transaction Process
How do you typically communicate with clients?
*
Phone
Text
Email
CRM systems
How quickly do you typically respond to leads?
*
Please Select
Immediately
Within 1 hour
Within 24 hours
Do you currently have systems in place for nurturing leads?
*
Yes
No
Partnership Expectations
What do you look for in a lender partnership?
*
Fast pre-approvals
Communication
Creative loan solutions
Marketing collaboration
Co-hosted events
Other
Are you open to co-branded marketing?
*
Yes
No
Are you open to hosting homebuyer seminars?
*
Yes
No
Are you open to joint social media content?
*
Yes
No
Are you open to community events?
*
Yes
No
Final Questions
Why are you interested in partnering with Key to Lending?
*
Back
Next
What makes you different from other real estate agents?
*
What areas or cities do you primarily serve?
*
Do you currently have clients actively looking to purchase?
*
Yes
No
How many clients are actively looking to purchase?
Instagram handle
Facebook profile/page
TikTok handle
Submit
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