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Agent Onboarding

To ensure an unparalleled experience, we kindly ask that you complete this onboarding form. Providing the requested details will allow us to tailor our transaction management services to your specific needs. This thoughtful preparation minimizes disruptions and ensures your files are handled with care, enabling you to focus on your clients.​

AGENT INFORMATION

To ensure compliance and efficient coordination, email is the preferred method of communication, as recommended by C.A.R. guidance. For urgent matters, I will text you, and if necessary, follow up with a call to ensure a timely resolution.

Your Preferred Contact Method:
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BROKERAGE INFORMATION

COMPLIANCE & DOCUMENT MANAGEMENT

Does your Brokerage use a compliance system?
Does your Brokerage use a document storage system?
Does your Brokerage use a document checklist?
Upload File or Send Via Email

PREFERRED VENDORS

Do you use Preferred Vendors?
Select your preferred vendors
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How did you hear about Silicon Valley TC?
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