Market Center Profile

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LEVPROS MARKET CENTER ONBOARDING PROFILE

Welcome to LevPros! The purpose of this form is to gather some preliminary information that will help us prepare for an organized, purposeful launch in your Market Center. Thank you, Jason Corbett | Senior Director of Tech & Operations | 484.667.6098 | Jason.Corbett@LevPros.com

Market Center Name *

Person Completing this Form *

Please add your First and Last Name

Your Role with the Market Center *

Your Email Address *

COMPLIANCE

Is your Office fully integrated with Command for all Agent matters related to Compliance? *

Which Document Storage Platform is the predominant choice in your office? *

Docu-sign
Dotloop
Other

Please identify the Stages when an Agent in your office is required to submit information for compliance? *

NEW LISTING | When an Agent receives a fully executed Listing Agreement and is preparing a property to go live in the MLS
PENDING TRANSACTIONS | When an Agent represents a Buyer or Seller who has executed a Sales Agreement
CLOSED TRANSACTIONS | When an Agent has a Pending Transaction that is Closing
Other

Please select ALL that apply

DOCUMENTS

Other than the State your Market Center resides, are there other States where your Agents often do business? Please list all states that apply.

Is LevPros already established in your state(s)? *

Go to LevPros.com/Locations OR Click the Blue Button at the top of the Page to learn if we are already in your state!

LOCAL TALENT

Who do you know that is already working as a Transaction Manager in your area? We would love to connect with these folks and learn how we can mutually benefit from this partnership. *

Please provide the following for any Locally Talented Individuals in your area: Name | Email | Phone | Business name or web address.

LIST OF EARLY ADOPTERS

Please provide the Name | Email Address | Phone Number | & Units Closed for 5 -10 Agents in your MC who would be great beta-testers of our service. *

PLEASE NOTE: We will not contact these Agents until we have confirmed with you that you have had a conversation about our Service and they should expect our call.

FINANCIAL | Our Nationwide Average is $125 for Listing Coordination & $400 for Under-Contract to Close.

Are those averages consistent with what you are seeing in your Market? *

Yes
No
Let's discuss this one during our next Meeting

IRS Form W-9 and ACH Form Acknowledgment *

Please acknowledge that once you submit this form you will (within 1-2 business days) receive a docu-sign envelope containing the IRS Form W-9 and ACH Authorization for Profit Distribution.

NEXT STEPS

Next, we need to schedule some meetings to make sure we stay on track for a successful launch!

Meeting 1 : LEADERSHIP MEETING (30 Minutes) | For this meeting, we would like to connect our leadership with the Market Center Leadership and make sure we have answered all questions on the Leadership Level. *

Date

Time

Please provide a date within the next 7-10 days where we can connect with your Leadership to confirm all details.

Meeting 2 : ALC MEETING (30 Minutes) | We have found that this is an important step after the Leadership Meeting to ensure the ALC has the opportunity to ask questions and fully understand the launch plan. *

Date

Time

Please provide a date within the next 10-14 days where we can connect with your ALC to confirm all details.

Meeting 3 : TEAM MEETING (20 Minutes) | This is the final MC Meeting before we begin reaching out to the Agents and setting them up with Info-Session Appointments in our Virtual Office. This meeting is a great way to introduce LevPros with the full support of Leadership. *

Date

Time

Please provide a date within the next 30 days where we can stop by your Team Meeting to discuss our Services.

Meeting 4: PARTNER MEETING (30 Minutes Recurring every 30 days) | This meeting ensures we are holding ourselves accountable to the timeline and discussing and updates, changes, or challenges with our Launch Timeline. *

Date

Time

Please provide a RECURRING date within the next 30 days for our first Partner Meeting. We will continue these meetings every 30 days until our Official Launch.

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