Onboarding for Transaction Management

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 our Transaction Coordinators.

Name*
First Last
Birthday (Month and Day Only)*
Mobile Phone*
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/.
Office Phone
Email*
Preferred Method of Communication
- Email
- Text
- Phone Conversation
Website*
Brokerage*
Market Center*
If other above, please enter Market Center name:*
Work Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
How did you hear about us?*
MLS Name (Please specify: ABOR, CTXMLS, etc.)
MLS Login ID
MLS Password
Compliance/Back Office System (Please specify: BackAgent, KW Command, etc.)
Compliance/Back Office Username
Compliance/Back Office Password
Database/CRM Software (Please specify: Chime, Brivity, etc.)
Database/CRM Username
Database/CRM Password
DocuSign Username
DocuSign Password
DotLoop Username
DotLoop Password
ZipForm Username
ZipForm Password
File Storage (Please specify: Dropbox, Google Drive, Sync, etc.)
File Storage Username
File Storage Password
Photography Service (Please Specify: Twist Tours, Virtuance, etc.)
Photography Username
Photography Password
Seller's Shield Username
Seller's Shield Password
Additional MLS Name (Please specify: ABOR, CTXMLS, etc.)
MLS Login ID
MLS Password
Other (Please specify)
Other Website
Other Username
Other Password
Other 2 (Please specify)
Other 2 Website
Other 2 Username
Other 2 Password
Click here to view our Terms and Conditions.
Terms of Use*
I agree to the Agent Operations Terms and Conditions, Privacy Policy, Refund Policy.
Tucker Kaasch LLC dba Agent Operations
Please review our Terms and Conditions | Privacy Policy | Refund Policy in its entirety at https://www.agentoperations.net/terms-and-conditions-privacy-policy-refund-policy/.

For ease of billing, we require each Client to keep a credit card securely on file with us. Our Finance Department will send a credit card authorization form to you via DocuSign.
Signature*
Date*
Date Format: MM slash DD slash YYYY

Our •shine• Email Digest

How Can We Help?

Gratitude

Be a VIP

Subscribe: SMS Updates

Get SMS Updates and Offers From Agent Operations

Our •shine• Email Digest

Sitemap