Client Information Request

Etsy Client Onboarding

We'd like to know more about you! Please take a moment to complete this short form.

Name*
First Last
Preferred Phone Number for Use in Marketing Pieces*
Mobile Phone*
By selecting this box, you agree to our SMS terms referenced here: https://www.agentoperations.net/terms-and-conditions-privacy-policy-refund-policy/.
Please send me mobile text messages.
By selecting this box, you agree to our SMS terms referenced here: https://www.agentoperations.net/terms-and-conditions-privacy-policy-refund-policy/.
Email Address*
Website
Brokerage Name*
Brokerage or Business Address*
Street Address Address Line 2 City State ZIP Code
Birthday (Month and Day Only)*
Designations or Certifications
State of Real Estate License*
License or Broker Number*
Detail Any Required Disclosures That You Need to Include in Your Marketing*
If none, please type n/a.
Link to Business Facebook Page (if applicable)
Link to LinkedIn Professional Profile (if applicable)
Link to Twitter Profile (if applicable)
Link to YouTube Channel (if applicable)
Link to Instagram Profile (if applicable)
Link to Other Social Medium You'd Like Us to Know About
If You Need to Upload Any Photos or Files for Your Product Customization, Please Upload Those Here:
Drop files here or

Max. file size: 2 MB.
Think headshot, logo, property photos, or anything else that will appear in your personalized product.

By submitting this form, you acknowledge that you accept the Agent Operations Terms, Conditions, Privacy Policy and Refund Policy. We appreciate this opportunity to serve you!

How Can We Help?

We help real estate professionals market themselves successfully and strategically, increasing referrals, revenue, and work-life balance. Contact us today to learn more.

Gratitude

Thank you to our amazing clients, friends, and strategic partners for your continued referrals and support. We couldn’t do this without you, and you mean the world to us!

Be a VIP

Thinking of delegating your marketing operations? Learn more about our VIP/Retainer Client Program and ALL of the fabulous benefits by clicking here.

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