Rapid Profile - LevPros

LEVPROS ONBOARDING PROFILE

Market Center *

Keller Williams ID Number *

Check the email wherein you received the links to these forms; included in that email will be your LevPros Client ID.

Name *

Email *

Phone *

Birthday (Month & Day) *

Mailing Address *

Can we promote your listings through our Social Media platforms? *

What are your social media handles? We'd like to tag you when we share your content. *

How many units did you close last year? *

ACCESS INFORMATION

In order to provide the fastest service, we will need access to your Real Estate transaction management accounts. This information will not be shared outside of Conveyance Pros.

What is your Login and Password for Command *

What is your Login and Password for Docu-Sign/Dotloop *

What is your Login and Password for the Multiple Listing Service (MLS) *

What specific "Agent Remarks," Instructions, or Documents do you add to your Listings? *

Which Online Showing Service do you use? What is your Login and Password? *

Does your State have a database for Use & Occupancy Requirements? What is your Login and Password? (N/A if not applicable in your area) *

PREFERRED VENDORS

Please provide the name, email, and phone number for any of your preferred vendors. Our process includes a day 1 email to all parties involved to streamline communication and transactional timelines. Please type "N/A" if you do not have a specified vendor.

Preferred Lender(s)

I have NO PREFERRED LENDERS

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Lender 1 Name *

Lender 1 Email Address *

Lender 1 Phone Number *

Lender 2 Name *

Please Enter "N/A" if Not Applicable

Lender 2 Email Address *

Lender 2 Phone Number *

Lender 3 Name *

Please Enter "N/A" if Not Applicable

Lender 3 Email Address *

Lender 3 Phone Number *

Preferred Title Agency

I have NO PREFERRED TITLE AGENCY

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Title Agency Name *

Title Agency Full Address *

Title Agency Best Point of Contact *

Title Agency Phone Number *

Title Agency Email Address *

Title/Conveyancing Ordering Instructions *

Please include any login information if the Agency you prefer uses a specific website for ordering.

Preferred Attorney

I have NO PREFERRED ATTORNEY

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Attorney 1 Name *

Attorney 1 Address *

Attorney 1 Best Point of Contact *

Attorney 1 Email Address *

Attorney 1 Phone Number *

Attorney 1 Title/Conveyancing Ordering Instructions *

Please include any login information if the Agency you prefer uses a specific website for ordering.

Attorney 2 Name *

Please Enter "N/A" if Not Applicable

Attorney 2 Address *

Attorney 2 Best Point of Contact *

Attorney 2 Email Address *

Attorney 2 Phone Number *

Attorney 2 Title/Conveyancing Ordering Instructions *

Please include any login information if the Agency you prefer uses a specific website for ordering.

Attorney 3 Name *

Please Enter "N/A" if Not Applicable

Attorney 3 Address *

Attorney 3 Best Point of Contact *

Attorney 3 Email Address *

Attorney 3 Phone Number *

Attorney 3 Title/Conveyancing Ordering Instructions *

Please include any login information if the Agency you prefer uses a specific website for ordering.

Preferred Home Inspector(s)

I have NO PREFERRED HOME INSPECTORS

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Home Inspection Company 1 *

Home Inspection 1 Contact(s) *

Home Inspection 1 Phone Number *

Home Inspection 1 Email Address *

Home Inspection 1 Ordering Instructions *

Please include any login information if the Agency you prefer uses a specific website for ordering.

Home Inspection Company 2 *

Please Enter "N/A" if Not Applicable

Home Inspection 2 Contact(s) *

Home Inspection 2 Phone Number *

Home Inspection 2 Email Address *

Home Inspection 2 Ordering Instructions *

Please include any login information if the Agency you prefer uses a specific website for ordering.

Home Inspection Company 3 *

Please Enter "N/A" if Not Applicable

Home Inspection 3 Contact(s) *

Home Inspection 3 Phone Number *

Home Inspection 3 Email Address *

Home Inspection 3 Ordering Instructions *

Please include any login information if the Agency you prefer uses a specific website for ordering.

Preferred Insurance Agency

I have NO PREFERRED INSURANCE AGENCY

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Insurance Agency Name *

Insurance Agency Contact *

Insurance Agent Phone Number *

Insurance Agent Email *

Preferred Listing Photographer

I have NO PREFERRED LISTING PHOTOGRAPHER

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Listing Photographer Name *

Listing Photographer Contact *

Listing Photographer Phone Number *

Listing Photographer Email *

Listing Photography Ordering Instructions *

Please include any login information if the Agency you prefer uses a specific website for ordering.

Preferred Sign & Lockbox Placement Company

I have NO PREFERRED SIGN & LOCKBOX COMPANY

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Sign & Lockbox Company Name *

Sign & Lockbox Company Contact *

Sign & Lockbox Company Phone Number *

Sign & Lockbox Company Email *

Sign & Lockbox Ordering Instructions *

Please include any login information if the Company you prefer uses a specific website for ordering.

Logos and Headshots!

Please provide us with a high resolution Logo for your real estate business as well as your most recent headshot. These items help us integrate our systems with your own, educate your clients on who we are, and how we work with you.

Logo and Headshot File Upload

Click or drag files to this area to upload. You can upload up to 5 files.

Name

Keller Williams Realty, Inc., a franchise company, is an Equal Opportunity Employer and supports the Fair Housing Act.
Each Keller Williams office is independently owned and operated.

© 2022 Keller Williams® Realty, Inc.