Brokerage Intake Form
Independent or Franchise
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Required
Independent
Franchise
If Franchise, how long do you have remaining on your contract?
How long have you been in business?
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Required
What are the Top 3 things you love to do as an Owner?
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Required
What are the Top 3 things you procrastinate on with you brokerage operations?
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Required
Are you currently locked into any leases for space or equipment?
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Property Lease
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Required
Copier
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Required
Other
Affiliate MSA Agreement
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Required
Vendor
Vendor 2
Vendor 3
Yes or No
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Required
Company/Vendor
Time Remaining on Lease?
Can you sublease/buyout options?
Property Lease
*
Required
Copier
*
Required
Other
Affiliate MSA Agreement
*
Required
Vendor
Vendor 2
Vendor 3
Yearly Production
2023
2024
2025
Sales Volume
Closed Ends
Agent Count
2023
2024
2025
What is your average closed ends per agent?
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Required
What is your current market share in your MLS?
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Required
What are your current commission splits with the agents?
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Required
Do you have different commission splits with agents?
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Required
What is your net profit per agent?
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Required
What is your 1-3-5 year plan?
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Required
Are you a producing broker? If so, what was your production the last two years?
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Required
What is your current staffing? Positions and wages?
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Required
Are you interested in having us take over your back end operations?
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Required
Yes
No
This includes Onboarding, Training, Tech & Resources, Coaching, Compliance, Legal, Finance, Systems, Premier Partner Program, Perks, Social Media, Marketing, Operations, Conflict Resolution
Are you interested in a succession plan for your company?
*
Required
Yes
No
How soon would you like to roll your company in?
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Required
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