Client Onboarding Form for Listing Management and Contract-to-Close

We are excited to go to work for you! Thank you for the opportunity to manage your real estate transactions. The information within this secure form is kept strictly confidential and is only for the private use of Agent Operations and Contract-to-Close.

Section 1: About You
Name*
First Last
Birthday (Month and Day Only)*
Mobile Phone*
Office Phone
Email*
Preferred Method of Communication
- Email
- Text
- Phone Conversation
Website*
Brokerage*
Work Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
How did you hear about us?*
Section 2: Vendors and Listing Management
Home Stager
First Last
Home Stager Contact Info
Photographer
First Last
Photographer Contact Info
Please provide any preferred vendors for listing preparation, including handyman, painter, flooring provider, etc.
If you'd like for us to customize your listing management plan, tell us what you'd like to see included:
Section 3: Login Info
Please fill out all that apply to your service with us. These are kept strictly confidential.
MLS Login URL
MLS Login ID
MLS Password
Supra Login ID
Supra Password
ZipForm Username
ZipForm Password
Docusign Username
Docusign Password
DotLoop Username
DotLoop Password
Listhub Username
Listhub Password
Feedback Service
Feedback Username
Feedback Password
Database or CRM Software
Database or CRM Software Username
Database or CRM Software Password
YouTube Username
YouTube Password
Facebook Username
Facebook Password
Twitter Handle
Twitter Password
Google Drive Login (if used for transaction files)
Google Drive Password (if used for transaction files)
Notes or Any Other Information You'd Like for Our Team to Have for Listing Management
Section 4: Contract-to-Close Info
Title Company Name
Escrow Officer Name
First Last
Escrow Officer Email
Escrow Officer Assistant Name
First Last
Escrow Officer Assistant Phone
Escrow Officer Assistant Email
Preferred Lenders (Up to 3)
Please include company name and loan officer name, along with phone number and email address.
Preferred Inspectors (Up to 3)
Please include company name and inspector name, along with phone number and email address.
Preferred Insurance Companies (Up to 3)
Please include company name and insurance agent name, along with phone number and email address.
Please upload any files that you feel would be helpful to our Team:
Drop files here or
Terms and Conditions
Click here to view our Terms and Conditions.
Terms of Use*
I agree to the Agent Operations Terms and Conditions, Privacy Policy, Refund Policy.
Signature*
Date*

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Section 1: About You

Section 2: Vendors and Listing Management

Section 3: Login Info

Section 4: Contract-to-Close Info

Terms and Conditions

How Can We Help?

Gratitude

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Free Gift: Win at Social

Our •shine• Email Digest

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Client Onboarding Form for Listing Management and Contract-to-Close

Section 1: About You

Section 2: Vendors and Listing Management

Section 3: Login Info

Section 4: Contract-to-Close Info

Terms and Conditions

How Can We Help?

Gratitude

Be a VIP

Free Gift: Win at Social

Our •shine• Email Digest

Sitemap

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