New Client Onboarding Form

Congrats! We select our clients carefully, and we’re thrilled to be working with you! We have already started setting up the AI technology for your account. The remaining setup includes information that we need in the form below. Please complete the form at your earliest convenience.

MAREKTING INFORMATION

Do you currently have any promotions that we could utilize in our ads? What is a special offer that we could run? (ex. $1k back at closing, free appraisal, etc)

Do you have any accreditations or awards? BBB, Industry Specific Trade Chambers, Angie's list, Review Sites etc. If so, please add the link where we can find your profile.

Describe your ideal customer/audience? (age, interests, income, etc)

Geographic area you would like to target?

What is the URL of your company's Facebook page?

LOGIN INFORMATION

Hosting Provider UN & PW:

Website Provider UN & PW:

WEBSITE CONTACT INFO

Please provide us with the contact information that should be displayed on your website.

Address:

Hours Open:

Contact Phone Number:

Contact Email Address:

Terms & Conditions Link:

Other Requirements (NMLS, disclaimers, etc):

New Client Onboarding Form

COMPANY INFORMATION

MAREKTING INFORMATION

LOGIN INFORMATION

WEBSITE CONTACT INFO