Agent First Name *

Agent Last Name *

Best Phone Number *

Best Email To Reach You *

Brokerage Franchise *

Brokerage Name *

States/Markets You Work In (Select All) *

What TC Email Do You Want Us To Use? *

What is your preferred communication between the TC and you (our Agent)? *

What Appointment Dates would you like to see on your calendar? *

How do you collect your commission? *

Bank Name

Bank Routing Number

Bank Account Number

Broker Compliance Software *

Compliance Website

Compliance Username

Compliance Password

Compliance Contact Name

Compliance Contact Email

Do you belong to multiple MLS’?

How many MLS’ are you a part of?

MLS Membership *

MLS Username

MLS Password

MLS Username 2

MLS Password 2

MLS Username 3

MLS Password 3

MLS Username 4

MLS Password 4

MLS Username 5

MLS Password 5

MLS Username 6

What system is used for document drafts? *

Documents Platform Website

Documents Platform Log In

Documents Platform Password

Showing Service *

Showing Service Log In

Do you have a Preferred Photographer? *

Yes

No

Preferred Photographer Name/Company

Preferred Photographer Phone

Preferred Photographer Email

Preferred Photographer Scheduling Method

Other Scheduling Method

Do you have a Preferred Title Company? *

Yes

No

Preferred Title / Escrow Officer Name

Preferred Title Company Name

Preferred Title Company Email

Preferred Title Company Phone #

Preferred Title Company Address

Do You Have a Preferred Lender *

Yes

No

Preferred Lender Name

Preferred Lender Company

Preferred Lender Email

Preferred Lender Phone

Preferred Lender Address

Do You Have a Preferred Inspector(s) *

Yes

No

Preferred Inspector(s) Name

Preferred Inspector(s) Company

Preferred Inspector(s) Email

Do You Have Preferred Attorney *

Yes

No

Preferred Inspector(s) Phone

Preferred Attorney Name

Preferred Attorney Company

Preferred Attorney Email

Preferred Attorney Phone

Do You Have Preferred Home Warranty Company *

Yes

No

Preferred Attorney Address

Preferred Home Warranty Company Representative Name

Preferred Home Warranty Company Name

Preferred Home Warranty Representative Email

Preferred Home Warranty Company or Representative Phone

What is your Follow Up Boss Log In?

What is your Follow Up Boss password?

FUB Contact Stages (if not already existing, please indicate any edits or changes).

PreListing

Active Client

Pending

Closed

FUB Deal Stages (if not already existing, please indicate any edits or changes) :

We typically use the following Contact Stages: PreListing - listing is being prepared and MLS is being drafted | Active Client - Buyer Representation Agreement or Listing Agreement is Signed | Pending - Client has a signed contract or lease agreement | Closed - deal is closed and funded | Terminated - deal has terminated | Withdrawn - Listing is withdrawn until further notice | Zombie - deal has been revived

Due Diligence Fees or Option Fees?

Does your State/Market use Earnest Money or Deposit Money?

How many days is it due?

Where is the Deposit typically delivered to?

Other Deposit Option

What are the Deposit delivery options?

FUB TC System & TC Service

FUB TC Services Checkout

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