READY TO GET YOUR TIME BACK?FILL OUT THE AGENT ONBOARDING FORM Name * First Name Last Name Email * Phone (###) ### #### Brokerage & Role * Team Size * Single Agent 1-5 Agents 5+ Agents Estimated Monthly Transactions * 1-2 Transactions 2-5 Transactions 5-10 Transactions 10+ Transactions Provide any "need to know" info about your business and preferences. * Brokerage Compliance Manager's Name, Phone, Email This info allows me to get a compliance list, let me set up any accounts I need to, and learn how to submit documentation per your compliance manager's standards. Documentation Storage Check all that apply Brokerage CRM/Compliance Software CTM Google Drive Other I don't have a system Preferred Vendors/Partners Add any preferred partners/vendors and I will automatically default to scheduling them unless told otherwise - i.e. Title, inspectors, etc. Thank you! I will review the info you provided shortly, and if we haven’t spoken already, I will be reaching out very soon to introduce myself! If you would like to go ahead and book a time, schedule a slot on my calendar. I look forward to working together soon!-Ryan Ryan WilliamsLicensed Transaction Coordinatorryan@rr-services.co501-827-0764 WANT TO TALK FIRST?Give me a call or email at the info above, or schedule a time on my calendar below!
