Agent Name * First Name Last Name How many buyer-side transactions are you averaging each month? * Have you worked with a TC or contract to close service before? Tell me about that experience. * How many listing-side transactions are you averaging each month? * What is your preferred calendar method? (gmail, outlook, pen & paper, etc.) If web-based, please provide the best email for us to send you calendar invites. * Are you currently collecting reviews from past clients? * Yes No If so, what platforms do you use to collect reviews? * Google Zillow Realtor.com Facebook Other Does your firm have specific disclosures required for compliance I should be aware of? * What are you hoping to spend more time on once you have an excellent TC? * In your eyes, what is the most important part of the clients' contract to close experience? * What is your preferred document signing/storage method? * Docusign Rooms Dotloop Loops Google Drive Skyslope/Digisign Command Other (please list below in notes box) How do you prefer your concierge contact you with quick questions that need resolution? * Phone Text Email Is there anything else we should know about you or your business? * How involved are you hoping to be with client communication once you have a concierge in place? Tell us specifically the parts of the transaction you would like to remain in control of. * Are you interested in taking advantage of concierge as client-paid on the settlement statement? * Yes No Unsure Thank you!
