Onboarding

Pre-Onboarding Information Form

Personal Info:

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

Full Name

Email Address *

Phone Number *

Business Info:

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 *

NMLS # (if MLO)

License/Reg Number (if Realtor / Service Pro / Other)

Years In Business *

Number of Team Members *

LinkedIn Profile

Facebook Business Page Link

Instagram Handle

YouTube Channel (optional)

TARGETING + GEOGRAPHY:

Primary Service Area (City/Country/Zip)

City
Country
Zip

Expanded Service Area (if any)

Do you want nearby zip codes included? *

Yes

No

If yes, list up to 10 extra zips

Do you want statewide signals? *

Yes

No

AUDIENCE PROFILE:

Who is your ideal client?

Primary goals with our system *

More conversations

More appointments

Higher quality pipeline

Others.....

BRAND & VOICE:

CURRENT SYSTEMS:

Do you use a CRM? *

Yes

No

If yes: Which one?

Do you want automatic CRM sync? *

Yes

No

Do you use a dialer or texting platform? *

Yes

No

Do you want calendar integration? *

Yes

No

Preferred calendar tool: *

Calendly

Google

Outlook

Other..

OUTREACH & MESSAGE PREFERENCES:

Maximum outreach per day (suggested) *

How aggressive should follow-up be? *

Conservative

Balanced

Assertive

Do you want voicemail drops? *

Yes

No

Do you want SMS sequences? *

Yes

No

Do you want Email sequences? *

Yes

No

Do you want multi-channel sequences? *

Yes

No

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

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!

AUDIENCE PROFILE:

BRAND & VOICE:

CURRENT SYSTEMS:

OUTREACH & MESSAGE PREFERENCES: