Executive Transaction Assistance
Name* (required)
Phone* (required)
Email* (required)
What state(s) are you licensed in?* (required)
Brokerage* (required)
Are You on a Team?
YesNo
If So, What Team?
Brokerage Address
Agent License #* (required)
Brokerage License #* (required)
What are your goals this year for units?* (required)
How many units did you do last year?* (required)
Email
Phone
Managing Broker Name
How Did You Hear about Us?* (required)
Home Address* (required)
Birthday (Month and Day Only)* (required)
Favorite Type of Food* (required)
Favorite Sweet Treat* (required)
Favorite Way to Indulge Yourself* (required)
Which do you prefer?
StarbucksDunkin Donuts
Do you have children/pets?* (required)
Are you married/In a Serious Relationship?
Partner Name
Favorite Sport or Sports Team* (required)
Favorite Hobby* (required)
Checklist can be found:
Brokerage Checklist for Documents (PDF)
Executive Transaction Assistance will not share your information with anyone for any reason.
Brokerage System Used* (required) DotloopDocuSignSkySlopePaperless PipelineZiplogixKW CommandOther
Brokerage System Username* (required)
Brokerage System Password* (required)
Other Brokerage System Username
Other Brokerage System Password
MLS System Name
MLS Username
MLS Password
Additional MLS System Name(s)
Additional MLS Username(s)
Additional MLS Password(s)
ShowingTime Username
ShowingTime Password
Notes or any other sites
States you do transactions in?* (required)
What is your website address?* (required)
Who Creates the Commission Statement?* (required)
Loan Commitment – Should we follow up with buyer’s agent before due date (ONLY on your listing)?
Should we send out a Review Request after closing?* (required)
[radio* review-request use_label_element “Yes” “No”]
If sending Review Request – where do you want us to send client?
Any notes or specifics we haven’t covered?
Lender (Name, Email, Phone)
Title / Escrow Company (Name, Email, Phone)
Sign Installation (Name, Email, Phone)
Home Inspector (Name, Email, Phone)
Stager (Name, Email, Phone)
Notes or any other vendors
Payment is due within 7 days of closing.
Preferred Payment Method* (required) ZelleVenmoACH / Bank TransferCheckPaid by Brokerage
Logo (Agent and/or Team) – JPG/JPEG
Headshot (Agent) – JPG/JPEG
Commission Statement (PDF)
Brokerage W9 (PDF)
Other Documents (PDF)
