New Agent Onboarding Form

Thank you for choosing Sweet Home Transactions! We'd like to get to know about you and your vendors, so please fill out and submit the below New Agent Onboarding form so we have all of the necessary information to begin working on your transactions. This must be filled out prior to submitting your first contract to us. Any logins and passwords you share will be kept secure.

New Agent Onboarding

Agent First Name

Agent Last Name

Agent's Preferred Name

Agent Phone

Agent Email

Brokerage Name

License Number

What is your preferred mode of communication?

List the names of compliance software/websites you use.

Free Text

If you use Last Pass, please share your complaince software/website login information with us through that platform using our email, stephanie@sweethometransactions.com. If not, please follow one of the below links in order to provide us with the links, logins and passwords to your compliance software/websites. Then enter the secure link it provides you in the next field.

https://safenote.co/

https://quickforget.com/

Secure Link

Preferred Lender Name

Preferred Lender Phone

Preferred Lender Email

Preferred Title Co Name

Preferred Title Co Phone

Preferred Title Co Email

Preferred Escrow/Attorney Name

Preferred Escrow/Attorney Phone

Preferred Escrow/Attorney Email