Welcome!

We’re excited to work with you! To ensure a smooth and efficient onboarding process, please review and complete the steps below. These items help us set you up correctly, remain compliant, and begin supporting your transactions right away.

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Next Steps:

1. Schedule a Discovery Call (If Needed) 
   If you have questions about our services or want to confirm we’re the right fit, you’re welcome to schedule a discovery call before moving forward.

2. Complete the New Agent Intake Form 
   Please fill out the New Agent Intake Form in full. This provides us with the information needed to create your profile and prepare your documents.

3. Submit Brokerage Compliance Information
   Attach or send all required brokerage compliance documents as indicated in the intake form instructions.

4. Sign the Agent Agreement
   Once your intake form is received and reviewed, your Agent Agreement will be sent to you via Dotloop for electronic signature.

5. Submit New Bound Contracts
   All newly bound contracts must be submitted through the Contract Intake Form to ensure timely processing and compliance tracking.

If you have any questions at any point, we’re here to help and look forward to working with you.