The Onboarding Process

Fill out the form below to start the onboarding process. Please answer all questions completely and accurately. I will be in contract with you if I need any further information. Please do not hesitate to reach out to me with any questions or concerns. I look forward to working with you!

Onboarding Form

Name

First Name

Last Name

Phone

(###)

###

####

What is your SkySlope username & password?

Do you use DocuSign or Digi-Sign? What is your username & password?

Do you use ZipForms or SkySlope Forms? What is your username & password?

What MLS system(s) are you apart of?

Are you looking for MLS input?

Yes

List each team member's full name & contact information.

What is your team's commission split?

How many transactions do you/your team do per month?

Do you want me to open escrow with the Title Company when your listings go pending?

Yes

Do you want me to send a Transaction Summary to all parties when you have a new pending transaction?

Yes

Do I need confirm with you before sending required disclosures to your clients to sign?

Yes

Are there any other services you want to add?

Frequently

Asked

Questions

How Do You Get Paid?

I get paid through escrow once your transaction is closed. I will submit my fee in the Commissions Tab in SkySlope, and it will be reflected on your Commission Disbursement that is sent by eXp Realty to the Title Company.

Do I Pay A Fee If One Of My Transactions terminates?

I will accommodate up to 6 canceled listings or terminated transactions per agent, per year. Any additional canceled listings or terminated transactions will incur a $50 fee to be paid within 3 days.

How Do I Let You Know I Have A New Listing or New Pending Transaction?

Please send me at email at Caitlin.Crosby@eXpRealty.com with the executed documents you have, your client’s full names and contact information, and the source of the lead. I will need this for every transaction to be able to start it in SkySlope.

Do you only work with eXp Agents?

As of right now, I am only working with eXp Agents or agents from other brokerages who use SkySlope.