New Agent Onboarding Details

New Agent Onboarding Details

Share your service preferences, and access/workflow details so we can work together smoothly from day one. While this form is intended to be comprehensive, many fields are optional and any additional details you choose to provide are incredibly helpful as we begin our partnership.
Agent & Business Profile
Full Name

First NameMiddle NameLast Name
Preferred Name
Business / Team Name
Brokerage Name
Office / Location
NWMLS ID Number
Primary Email
example@example.com
Operations or Alternative Email
example@example.com
Mobile Phone
Please enter a valid phone number.Format: (000) 000-0000.
Preferred Communication Method
Availability

Other
Website
Service Areas
Do you have a team or assistant?
Brokerage Authorization & Supervision
Confirmed with Designated/Managing Broker that working with an independent TC is permitted
Acknowledgement if approval is not yet confirmed
Designated/Managing Broker name

First NameMiddle NameLast Name
Designated/Managing Broker email
example@example.com
Designated/Managing Broker phone
Please enter a valid phone number.Format: (000) 000-0000.
Brokerage address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Brokerage requirements for independent TC onboarding

Other
If any required items are yes or unsure, explain what is needed
Upload brokerage required forms or related documents

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Services & Working Relationship
Services Needed

Other
Anticipated Start Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Desired Outcomes
Current Pain Points
Tasks You Will Keep
Tasks Your Elevated Realty Support Transaction Manager Should Own
Actions Requiring Your Express Approval
Preferred Proactivity Level
Turnaround Expectation
Any Planned Upcoming Vacations of More than 5 Days?
Backup Contact
Upload SOPs, Templates, Checklists, or Brand Guide

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Positive or Negative Prior TC Experiences
Communication & Client Experience
Preferred update cadence
Preferred email style
May ERS communicate directly with clients?
Preferred client-facing title/introduction
Communication boundaries and limits
Parties ERS may contact

Other
Preferred greeting, sign-off, team language, and phrases to use or avoid
May ERS send client reminders?
Milestone update method
Transaction Intake & Workflow
How are new transactions or listings submitted to the team?

Other
Who typically sends the intake information?

Other
Do You Use a Transaction management platform
Platform URL
Is a separate invitation or setup step needed?
Administrator or contact for platform setup

First NameMiddle NameLast Name
Invitation or setup process details
Target setup date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
No password or login credentials should be provided here.
Calendar system used for transaction deadlines
Preferred escalation method for missing documents, deadline conflicts, or compliance issues

Other
Preferred contact for form or legal questions

Other
E-Signature, Forms & Documents
E-sign platform

Other
Forms library

Other
Separate access needed for the e-sign platform?
Separate access needed for the forms library?
Platform URL
Administrator name
Invite email or access request process
May ERS populate documents with exact written agent instructions, subject to agent approval?
Preferred envelope sender, signing order, and reminder cadence
Any personal preferences or restrictions on preparing, sending, or modifying documents outside of scope of agency law guidelines?
Brokerage Compliance
Compliance platform
Compliance platform URL
Invitation contact email (if applicable)
example@example.com
Administrative contact email (if applicable)
example@example.com
Who opens the file

Other
Who submits documents

Other
Brokerage Compliance reviewer contact email if other than DB/Managing Broker
example@example.com
Escrow, Title & Lenders
Preferred Title/Escrow Companies or Branches
Who typically opens title/escrow?

Other
Who sends contracts and addenda to the title/escrow company?

Other
How should title/escrow be ordered?

Other
Preferred Lenders
Companies or vendors to avoid
Additional escrow, title, or lender preferences
Photographer / Media Contact Email
example@example.com
Photographer / Media Contact Phone
Please enter a valid phone number.Format: (000) 000-0000.
Signage Vendor Company
Signage Vendor Contact Name

First NameMiddle NameLast Name
Signage Vendor Email
example@example.com
Signage Vendor Phone
Please enter a valid phone number.Format: (000) 000-0000.
Signage Vendor Portal or Order Method
Brand Asset Uploads

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Any Required Fair-Housing, Brokerage, and MLS Language
Preferred inspectors
Should ERS send final documents and a review request?
Additional Preferred Vendors & Local Resources
Vendor Entries
Vendor Categories Used

Other
Preferred Vendor Company
Vendor Contact Name
Vendor Email
example@example.com
Vendor Phone
Please enter a valid phone number.Format: (000) 000-0000.
Service Area
Brand, Templates & Accessibility
Brand voice
Briefly Describe Your Preferred Client Experience
Team bio
Preferred ERS email signature
Upload any required disclaimer or compliance documents

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If no brokerage required disclaimers, what would you like included as part of your Transaction Managers email signature? TC disclose, wire-fraud disclosure, privacy disclosure, etc
Google review link
Zillow review link
Facebook review link
Communication practices to avoid
Billing Details
Billing Name

First NameMiddle NameLast Name
Billing Contact Email (if other than agent primary)
example@example.com
Billing Address (if different from primary Brokerage address)

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Preferred Invoice Delivery Method
Anything else needed for setup?
Final Notes & Acknowledgements
Acknowledgements
Upcoming files to prepare
Immediate deadlines or transition concerns
Anything else helpful
Signature
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Should be Empty:

New Agent Onboarding Details

Agent & Business Profile

Brokerage Authorization & Supervision

Services & Working Relationship

Communication & Client Experience

Transaction Intake & Workflow

E-Signature, Forms & Documents

Brokerage Compliance

Escrow, Title & Lenders

Additional Preferred Vendors & Local Resources

Brand, Templates & Accessibility

Billing Details

Final Notes & Acknowledgements