New Agent Intake Form
Agent Name
*
First Name
Last Name
Brokerage Full Name
*
Agent's LLC or Business Name (if different than Broker's)
Please type it exactly how you want it to appear on your invoices.
Agent's Business Mailing Address (if different than Broker's)
Please include if you want an address included on your invoices.
Agent's Preferred Email Address
*
example@example.com
How did you hear about us?
*
Your Broker
Another Agent
Title Company
LinkedIn
Facebook or Instagram
Search Engine (Google, ChatGPT, etc.)
Other
Do you have an assistant that we should coordinate with?
*
No
Yes
If so Assistant's Name
Assistant's Email Address
Agent License Number
*
Brokerage License Number
*
Please tell us what Transaction Platform your Brokerage primarily uses (ie: Business Tracker, DotLoop, SkySlope, etc):
*
Do we have permission to work on your behalf in MLS?
*
Yes, TC can impersonate me as a team member in my MLS account
No, I will handle all MLS updates myself
Please select from the list below which software you want us to use on your behalf. After submitting, we will contact you directly regarding sign in information.
Austin MLS
Central Texas MLS
Three Rivers MLS
NTREIS
Supra
Showing Time
Sign Otter
DocuSign
Other
Do you use Sellers Shield for the Seller's Disclosure Notice?
*
Yes, TC will send you an invite to link accounts
No, TC can send SDN to seller through TC's SS account
No, I prefer my clients complete the SDN manually
Preferred Title Company and Escrow Officer Name (if any):
Preferred Photographer Name and Company Name (if any):
Please upload a PDF of your IABS, as this is requierd to take on any new agents for TC services. Please make sure it is the 2026 version as this is required by TREC (the 2026 version has "11/3/2025" in the upper right corner of the form).
*
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Any other information we should know. Please do not include login credentials on this form. Instead, we will send you a separate email with all credentials we will need to work on your transactions.
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