Onboarding

Pre-Onboarding Information Form

Contact & Business Info

Title (e.g., Realtor, Team Leader, Broker) *

Full Name

Email Address *

Phone Number *

Business Name *

Address

Street Address *

City *

State *

Country *

Postal Code

Brokerage Name *

Branding & Online Presence

Upload Your Professional Headshot *

About You / Bio (short paragraph for “About” section or funnel pages) *

Upload Your Company Logo *

Google Business Profile Link (GMB) *

Business Website URL *

LinkedIn Profile *

Facebook Business Page Link *

Instagram Handle *

YouTube Channel (optional)

Lead Handling Preferences

Best Phone # to Forward Inbound Calls or Texts *

Main Email for Lead Notifications *

Days/Hours you want leads to be able to book appointments *

Example: Monday–Friday, 9 AM – 5 PM (EST) 💡: Please include both the days and the exact time range when leads can book.

Do you want AI Voice Agents activated? *

Yes

No

Do you want AI to answer inbound calls? *

Yes

No

Do you want AI to follow up on missed calls/texts? *

Yes

No

Preferred Calendar Type: *

Google Calendar

Outlook / Other

Domain & Email Setup

Do you want to connect a business email? (e.g., [email protected]) *

Do you own a domain? *

Yes

No

If Yes: What is your domain? (e.g., www.JaneSellsOhio.com)

Where is your domain registered? (GoDaddy, Namecheap, etc.)

Please share your login or access method (OR request instructions to grant access)

Would you like us to provide a subdomain instead? (e.g., jane.irepulocal365.com) *

If yes, please provide email and SMTP credentials (or request help)

Buyer & Seller Preferences

Do you want a home value estimate page? *

Yes

No

Primary City/Area You Serve *

Do you focus more on buyers, sellers, or both? *

Link to your preferred home search site (MLS, idx, etc.) *

Any open houses or featured listings to promote? *

Address:
Listing Link:

Onboarding & Support

Preferred Day for Your Onboarding Call *

Preferred Time for Your Onboarding Call *

e.g., 2:30 PM (EST) — please mention your time zone 👉 You can also write a range like between 1:00 PM – 3:00 PM (EST) if you’re flexible.

Do you have a team or is it just you? *

Is this a personal brand or under a brokerage team? *

Any special notes, requests, or goals you want us to know before setup? *

*

I agree to submit this form before onboarding

I agree to provide requested logins

I understand setup starts after form is complete

Lets Get Started!

Fill Out The Form Below With As Much Detail As You Can!