ISA Onboarding Form
Name
First Name
Last Name
Email for notifications
example@example.com
Phone Number for notifications
-
Area Code
Phone Number
Brokerage name (Keller Williams, Re/Max, C21, etc)
What area code(s) would you prefer we use to call your leads (please provide two):
What cities/areas/counties do you service? How would you describe your service area?
Please enter your calendar link (Calendly or Go High Level calendar ONLY) so we can enter appointments directly in your calendar
For appointments, what's the best location? Your office? Local Starbucks? At the property?
If you'd like to receive Live Transfers of Hot Leads to your phone, what phone number would you like?
-
Area Code
Phone Number
Do you accept Live Transfer calls from Leads that Speak Spanish?
Yes
No
Preferred Lender information (Name, Email, Phone, Calendly link)
*
Otherwise use N/A
How do you want the ISA's to refer to your team?
*
Example: The Global Home Team
What's yours or your team's website?
*
Otherwise use N/A
Please add some bullet points for your Unique Value Proposition. Why should buyers/sellers work for you instead of anyone else? Any special offers/programs you have?
*
Please be descriptive, it will help us sell your brand
What's your office address?
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Do you use one of the following CRM's?
*
Follow-Up Boss
LionDesk
Active Campaign
Go High Level
CINC
KVCore
Other / Not Using One
If using one of the CRM's above, please provide us with your API key to integrate
Please use N/A if you do not wish for us to integrate with your CRM
Any additional comments you'd like to add?
Submit
Should be Empty: