Closewell Transactions - Client Onboarding Form

Client Onboarding Form

Client Onboard Form

Ready to make the best decision of your real estate career? Let's get started! In order to serve you best, we will need some information from you - we promise it will be painless and allow us to best support your transaction! You will thank us later!

First Name*

Last Name*

Primary Phone*

Primary Email*

Agent License #*

Firm/Company name?*

Firm License #*

Are you a personal business or real estate team?*

Personal business

Real estate team

(Optional) If you wish to have team members included in communications and the transaction, please enter in their first and last name, phone, and e-mail address.

Approximately how many closings do you average per year?*

Real Estate System Information

Please provide your real estate system information. If you do not use one of the systems listed below, please put N/A into the comment box.

What is your MLS username?*

What is your MLS password?*

What transaction management system do you currently use? (Dotloop, Command, Zipforms, etc.)*

What is your transaction management system login?*

What is your transaction management system password?*

What contract signing system do you currently use? (Docusign, DropBox Sign, PandaDoc, etc.)*

What is your contract signing system login?*

What is your contract signing system password?*

Preferred Partner Information

If you do not have a preferred partner, please put N/A into the comment box.

Preferred title company?*

Preferred title company's phone number?*

Preferred title company's e-mail?*

Preferred lender's first and last name?*

Preferred lender's phone number?*

Preferred lender's e-mail?*

Preferred lender's company?*

Preferred inspector company?*

Preferred inspector company's phone number?*

Preferred inspector company's e-mail?*

Preferred photographer?*

Preferred photographer phone number?*

Preferred photographer e-mail?*

Preferred sign company?*

Preferred sign company's phone number?*

Preferred sign company's e-mail?*

Does your preferred sign company have an online portal?

Yes

What is your login for your preferred sign company's online portal?

What is your password for your preferred sign company's portal?

Uploads - Headshot and Logos

Would you like the templates we use to be branded with your headshot photo and/or logo(s)?*

Yes

Please upload a headshot picture you would like us to use.

Please upload a personal, team, or business logo(s).

Terms & Conditions:

If we change our policy or procedures, we will notify you immediately. THERE IS NO UPFRONT RETAINER DUE AND IF THE PROPERTY IS NOT SOLD, THERE WILL NOT BE ANY FEE PAID TO CLOSEWELL TRANSACTIONS. Our fees are on the services page of the website. Closewell Transactions will submit an invoice to the agent after the transaction is closed.

View Terms & Conditions

I agree to the Terms & Conditions.*

Yes

Signature Block

E-signature

Signature Block

Please submit an e-signature.