Client Intake

Full Legal Name: *

Preferred Name / Nickname:

Real Estate License Number(s) & State(s):*

Brokerage Name:*

Brokerage License Number:*

Brokerage Address:*

Compliance Coordinator / Managing Broker Name & Email (for file approvals):*

What CRM are you currently using? (e.g., KVCore, Follow Up Boss, Salesforce):*

What Compliance Platform does your brokerage use? (e.g., SkySlope, Command, DotLoop):*

What is your preferred E-Signature tool? (e.g., DocuSign, Authentisign):*

Please provide a link to your Brokerage's mandatory compliance checklist (if applicable): *

Preferred Title Company / Closing Attorney (Name, Company, Email, and Phone):*

Preferred Lender / Mortgage Broker (Name, Company, Email, and Phone):*

Preferred Home Inspector (Name, Company, Email, and Phone):*

Home Warranty Representative (if applicable) (Name, Company, Email, and Phone):*

How do you prefer to receive routine updates? (Select one: Email / Slack / Project Management Board):*

What time of day do you prefer your weekly status recap? *

Friday Morning

Friday Afternoon

Monday Morning

Tueday Morning