On-Boarding Form
The following information provides valuable information for our team to determine the best possible campaigns to run in your area. It also provides our team with additional information used to respond to your leads and to set-up your CRM account. Please answer all the required questions in detail.
Your Contact Info
Realtor Name or Team Name
*
Example: Realtor Name or Team Name
Brokerage Name
Example: Century 21
Primary Contact Name
*
First Name
Last Name
Primary Contact Phone Number
*
-
Area Code
Phone Number
Primary Contact Email
*
example@example.com
Business Location
Street Address
*
City
*
Province / State
*
Country
*
Postal / Zip Code
*
Please select your time zone, it will help us set-up your account properly
Results
Number of years in business
*
Average number of transactions / year
*
Transaction goal for the next 12 months
*
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Market Details & Additional Information
Areas of focus (i.e. City, Township, County, etc.)
*
Current Strength of the market in your area / region?
Median Home Price in your market
*
Any additional details on your market.
Provide any additional information that may be advantageous for us to know. For instance, area is in transition and older demographic moving away to cash in. Younger people moving into the downtown core. A specific area is in transition, new development, etc.
What sets you apart from your competition
*
Provide a brief overview of your value proposition, strengths, key differences, etc
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Technical Details
Do you currently use a CRM system?
*
YES
NO
What CRM do you currently use?
Upload a list of additional users, name, email and phone number (if applicable)
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of
Upload a logo or creative if you have any to help us customize your CRM
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Primary Website
Facebook Business Page (link)
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ISA questionnaire
If you are going to be subscribing to our ISA service in addition to CRM, please select "Yes" below and answer the following questions.
Will you be using our ISA service?
*
Yes
No
What area code(s) would you prefer we use to call your leads (please provide two):
For appointments, what's the best location? Your office? Local Starbucks? At the property?
Do you accept Live Transfer calls from Leads that Speak Spanish?
Yes
No
Preferred Lender information (Name, Email, Phone)
How do you want the ISA's to refer to your team?
Example: The Ashley Smith Team
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?
Any additional comments you'd like to add?
Submit Results
Should be Empty: