New Agency

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Complete Form

Please fill in the form below

Client Information

First Name

Last Name

Your best contact email

Your direct phone

Establishing Your Business

Please provide 3 possible business names (in order of preference)

Business Name 1

Business Name 2

Business Name 3

Business name needs to be available in the state (Secretary of State) and we will follow up if the names aren’t available.

Please provide three options in case your first choice has already been taken with the State.

For some pointers on how to choose your business name, click here.

Please provide the following for any owners and indicate their percentage of ownership.

Number of Owners

Full Name (owner 1)

% of Ownership (owner 1)

Address (owner 1)

SSN (owner 1)

Full Name (owner 2)

% of Ownership (owner 2)

Address (owner 2)

SSN (owner 2)

Full Name (owner 3)

% of Ownership (owner 3)

Address (owner 3)

SSN (owner 3)

Full Name (owner 4)

% of Ownership (owner 4)

Address (owner 4)

SSN (owner 4)

Full Name (owner 5)

% of Ownership (owner 5)

Address (owner 5)

SSN (owner 5)

Please complete a W9 for any party expected to be paid for services.

You can download W9 forms here.

Upload W9 document(s)

Drag and Drop (or) Choose Files

Tech Infrastructure Setup

Please provide details of the person who will assume the admin role

This person will be responsible for adding and removing team members from your email service provider.

First Name

Last Name

Email AddressPlease provide a personal email address

Contact Number

How would you like your email address to presentname.surname@company.comname@company.com

Team members for Google Workspace setup

Do you have agents that need email addressesYesNo

How many email addresses you need1-56-1011-15

Agent 1

Agent 2

Agent 3

Agent 4

Agent 5

Agent 6

Agent 7

Agent 8

Agent 9

Agent 10

Agent 11

Agent 12

Agent 13

Agent 14

Agent 15

Brand Creation

Do you have any logo/image ideas you like and would like to use?YesNo

Please upload logo sample(s)

Drag and Drop (or) Choose Files

What would you like your logo to convey?

Do you prefer modern, contemporary or classic logo designs?ModernContemporaryClassic

Please select logos you likeLogo 1Logo 2Logo 3Logo 4Logo 5

Are there any other business logos you like that we should take into account during the design process?YesNo

Please upload logo(s)

Drag and Drop (or) Choose Files

Please list names of other logos you like

Which of your competitor’s logos do you think works, and why?

What defines a successful logo in your opinion?

Do you have business cards?YesNo

Please upload business card(s)

Drag and Drop (or) Choose Files

Do you have yard signs?YesNo

Please upload yard sign(s)

Drag and Drop (or) Choose Files

Do you have specific color codes you would like to use?YesNo

Please add 4 color hex color codes

Primary Color Hex Code

Secondary Color Hex Code 1

Secondary Color Hex Code 2

Secondary Color Hex Code 3

Do you have a color/color palette preference?Palette 1Palette 2Palette 3Palette 4Palette 5Palette 6Palette 7Palette 8

This choice will help our design team in curating your color palette.

Is there any other information you would like us to be aware of?

The Basics

Please provide some basic information about your business as you would like it to appear on your website.

Do you have any team members? *YesNo

Team Member Details Instructions

Please provide the Name, Title, Designations, Email Address, Phone Number and License Number for each agent or team member that should be featured on your website.

Example:
Johnny Awesome
Buyers Agent
e-PRO®, MBA, REALTOR®
johnny.awesome@aweseomerealty.com
555 855 5858
LIC# 12345

Team Member Details *

Brokerage Information

Please provide some basic information about your brokerage as you would like it to appear on your website.

Brokerage Name *

Brokerage Address *

Apartment, suite, etc

City *

State *

ZIP *

Brokerage Phone *

Managing Broker Name *

Managing Broker Email *

Brokerage Website *Example: https://mybrokerage.com/

MLS Information

Please provide some basic information about the local MLS system(s) you use.

Do you use more than 1 MLS system? *YesNo

Enter MLS Name(s) *

MLS Member ID(s) Instructions

Starting with the lead agent(s), please provide the MLS Member ID for each agent or team member that should be featured on your website.

Example:
Johnny Awesome - #123ABC
Sally Super - #987XYZ

NOTE: MLS IDs are used to pull listing data from your local MLS system. If you do NOT want listings for a specific team member included, please make a note accordingly.

MLS Member ID(s) *IMPORTANT: Your MLS Member ID may be different than your registered state license number!

Domain Information

Please provide some basic information about the domain you would like to use.

About Domains

If you have already registered a domain, we can point the domain to your new website when its ready to launch. Note that we will need direct access to the registrar account where the domain is registered.

If you have not registered a domain, we will assist in registering your domain on your behalf. Note that domain names must be unique, and we can't guarantee the availability of any domain.

What is the primary domain you would like to use? *Example: https://mydomain.com/

Have you already registered the domain? *YesNo

If the domain is already registered, who is the registrar?Example: GoDaddy

Do you own any other domains that you would like to point to your new website?

Social Media

Do you have a Facebook Business Page? *YesNo

Do you have a YouTube channel? *YesNo

Which channel would you like to use for your social media feed?FacebookInstagramLinkedInTwitterPinterest

Social Channel Links

Please provide a link to any social profiles you would like to feature on your new website.

Example: https://facebook.com/mypage

Facebook Link

Instagram Link

LinkedIn Link

Twitter Link

YouTube Link

Pinterest Link

Zillow Link

Yelp Link

Featured Neighborhoods

Tell us what neighborhoods you would like to feature on your website (if applicable).

About Featured Neighborhoods

We recommend focusing on neighborhoods where you do the most business or would like to do more business.

We also recommend featuring neighborhood areas rather than specific subdivisions.

Which neighborhoods you would like to feature?

Neighborhood 1

Neighborhood 2

Neighborhood 3

Neighborhood 4

Neighborhood 5

Neighborhood 6

Content & Assets

Please provide some basic information about any content and assets you may have.

About Photography & Video

Whenever possible, we will use your custom photography and videography to give your website a distinct look and feel. Alternatively, we will leverage high-quality stock photography where needed.

Which of the following photography assets do you have available to share? *Personal Headshot(s)Team Groupshot(s)Lifestyle PhotographyLifestyle VideographyListing PhotographyListing VideographyNeighborhood PhotographyNeighborhood VideographyNone of the aboveOther

Please specify *

About Text Content

We recommend that all bios and other text content be written in the same voice and similar tone.

Which of the following brand items do you have available to share? *Personal bio for each team memberDesignations, awards or other accomplishmentsTeam bioMission statement, core values, or other service statement(s)Buyers guideSellers guideClient testimonialsNone of the aboveOther

Please specify *

Do you have a tagline?

Blog

Please provide some basic information about any existing Blog you may have.

About Blogs

ATTENTION: If you have an existing blog, we will make reasonable efforts to migrate your legacy blog content to your new website.

NOTE: We cannot guarantee that a technical migration is possible. If a technical migration is not possible, we will manually migrate up to 12 legacy posts.

NOTE: We cannot migrate blog post content that requires custom software or plugins to display properly.

Do you have an existing blog? *YesNo

If so, what is the URL for your blog?

Integrations

Tell us about other technology tools you may use for your business.

Do you use a third-party CRM? *YesNo

If so, what CRM do you use?

Do you distribute an email newsletter? *YesNo

If so, what email marketing software do you use?

Special Features

Please tell us about any special requests.

Are there any special features you would like to have included on your new website?

Is there anything else you would like for us to know?

Save as Draft (30 Days)

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