New Agent Onboarding Intake Form

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Hello!

Thank you for choosing Precise Closings. Please fill this out so I have all the information needed to begin working on your transactions. This must be filled out prior to receiving any contracts. Your logins & passwords will be kept secure. If you do not feel comfortable providing passwords through this form, please reach out to me directly to provide the login information.

Thank you,
Kristen Booth - Precise Closings

First & Last Name: *

Email: *

Phone Number: *

Brokerage Name: *

License #:

Agent's Mailing Address:

What is your preferred method of communication?

Name and links to compliance software/website. Please include your username and password. *

Name any Website/Software TC will need to use. Please include username & password. *

List Preferred Vendor Name, Email, & Phone. (attorney, lender, inspectors, etc)

Please include anything else we need to know to process your transactions that you feel is important. *

Submit

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