Getting Started Intake Form

This intake form is the first step in setting up your platform. Please complete the questions below so we can understand your business and brand. Your answers will help us build your campaign and train your AI Recruiter to accurately respond to agent inquiries.

You will be asked to upload documents and photos, please have them ready.

Step 1 of 4

Email *

Add your logo *

Add your logo

GIF, PNG, JPEG or JPG

Add your brand kit (If you have one)

PDF, PNG, JPEG or JPG ( max 10 Files )

Add pictures of your team or group pictures

Add team pictures

PNG, JPEG or JPG ( max 5 Files )

Add headshots of your top producing or well known agents

Add headshots of your top producing agents

PNG, JPEG or JPG ( max 10 Files )Please name the image with the name and last name of the agent

Add headshot of the managing broker, team leader or owner

Add a headshot of the managing broker or owner

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Add headshot of the recruiter

Add a headshot of the recruiter or person who is taking the calls if different

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Add CP 575 or 147C form from the IRS *

Add CP 575 or 147C form from the IRS

PDF, PNG, JPEG or JPG We need this for A2P registration

Add Your Most Recent Independent Contractor Agreement *

Add Your Most Recent Independent Contractor Agreement

PDF, DOCX or DOC