Partner Agent Profile
Thank you so much for completing your Partner Agent Profile! Your Partner Agent Profile will be used to streamline our processes from this point forward, cutting down on the number of questions we have for each file. Said another way, 5 minutes now could save you 10-15 minutes (per file!) in the future.
If you'd like our team to fill out this form for you, simply text Josh at (206) 437-8341 and we'll schedule a time to go over these questions together!
Partner Agent Infomation
Name (First and Last)
Select your Market Center
Keller Williams Puget Sound
Keller Williams Mountains to Sound
Command Username
Command Password
Your password will be stored in our secure credentials platform called LastPass. Hub employees will be able to use an encrypted version of the password and will never know the password itself. In the event an employee leaves Hub for any reason, they will lose access to the password immediately without any need for you to change anything on your end.
Communication Preferences
Preferred Email Address
This is the email address we will use for your daily file updates, and it's also the email address we'll cc in all client communications (assuming you provide permission for client communication below).
Preferred Phone Number
Most of our communications will come via email, however there may be scenarios in which there is an urgent need that requires your attention. In these scenarios, we will call and/or text this number.
Team Communication List
Your Hub Partner Admin will send daily updates to you and anyone else you want to be included. Is there anyone else on your team (e.g. a Buyer's Agent, in-house admin, or virtual assistant) you'd like us to include in all daily update communications?
Client Communication
Does Hub have permission to provide file updates to your clients directly (always cc'ing you, of course), or would you prefer we send updates only to you?
You May Contact Clients
Communicate with Me Only
Please Send Me Examples Before I Decide
Request a Review?
Studies show that agents and businesses with online reviews get more passive leads over time. Would you like us to send friendly requests for your clients to leave a review for your services at key milestones throughout their transaction?
Yes
No
Review URL
Please copy and paste the URL of the page where clients can directly leave a review for your services!
Business Information
Are you a solo agent or on a team?
Solo Agent
Team
Team Name
Team Splits
Does your team have standard/default team splits for Listing/Buyer Opportunities, or is every Opportunity treated differently? Any information you can provide could help us process your new Opportunities faster, so the more info you can provide, the better!
What does it mean for your TC to "win" with you?
We will also strive to exceed your expectations, however it's always helpful to know what matters the most to you and your clients!
What does it mean for your TC to "lose" with you?
Is there anything else we can do to consistently create a 5-star experience for you and your clients?
Verification
SUBMIT FORM
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