ONBOARDING: VA - Agent Engagement

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You must complete this Onboarding to finalize your order & launch!*

If we do not receive a completed Onboarding Form within 7 days, we automatically cancel the Campaign & issue a refund.

I understand and am ready to go!

Can we do this over a call instead?

Yes! We can book a call to complete the Onboarding at your convenience.

Click "Let's Begin" below. We'll skip ahead to final comments & scheduling.

Confirming Your Info

Account Email ID*

This is the Email ID you use for your REVAS+ Account (should be pre-filled, but please make sure).

Best Contact Phone Number*

Can We Text You On This Number?*

Yes, this is a good number for Texts.

No, please do not text this number.

NOTE: We will only be texting for matters directly related to this Campaign.

Agent Engagement: Campaign Overview

What percentage of your current business comes from Agent Referral Partners?*

0% - 25%

25% - 50%

50% - 75%

75%+

How many Agent Referral Partners do you currently have?*

These would be Agents who are consistently sending you at least 3 - 5+ Deals Per Year (at least ~1 Deal Per Quarter).

0 Agent Referral Partners.

1 - 10 Agent Referral Partners.

10 - 25 Agent Referral Partners.

25 - 50 Agent Referral Partners

50+ Agent Referral Partners

Briefly describe how you nurture current Agent Referral Partners.*

Include anything from phone calls to holiday cards to in-person events you host. The more we can understand about your current relationship with Agent Referral Partners, the more we can build on it.

Agent List Building & Targeting

What type of Borrowers are your preferred Clients for referrals?*

Check all that apply. We will target Agents who specialize in your preferred type of Borrowers.

First-Time Homebuyers.

Bad Credit Homebuyers.

Good- to Great-Credit Homebuyers.

High-End Luxury Homebuyers.

Single Family Investment Buyers.

Multifamily Investment Buyers.

Commercial Real Estate Buyers.

Other.

Please describe your preferred type(s) of Borrowers not listed above.*

What Location(s) are you targeting for new Loans?*

Here you can include anything, from Neighborhoods & Zip Codes (if you have them), to Cities and Metro Areas.

Do you already have any List(s) of Agents you'd like us to target?*

If not, no problem! Part of this solution includes done-for-you List Building from scratch.

Yes, we have a List we'd like to target.

No, we do not have our own List(s).

Is it convenient for you to upload your List(s) right now?*

Yes, show me the Upload box.

Yes, I can link to it in the Cloud.

No, please get it from me later.

Upload your Telemarketing List here:*

Drop files here or

Max. file size: 128 MB.

Link to your Agent Lead List in the Cloud here:*

Lead Capture & Contact Management

Do you have a CRM you use to keep track of Agent Referral Partners?*

Yes, we have a CRM.

We use a Spreadsheet.

No, we don't have any type of CRM.

What CRM are you using to keep track of your Referral Partners?*

What will be the best Lead HAND-OFF Process when we find an interested Agent?*

The "Lead Hand-Off" is the way we'll be sending over interested Prospects who want to speak to you about becoming a Referral Partner.

We can use an Online Calendar to book calls.

We can enter them in an online Lead Form.

We can enter them directly into the CRM.

Please send them to me via Email / Text.

Not sure: let's discuss during the Onboarding Call.

Is it convenient for you to share the Link to your Online Calendar right now?*

Yes, I can copy + paste the link.

No, please get it from me later.

Link to your Online Calendar where we can schedule call-backs:*

Is it convenient for you to share the Link to your Lead Form right now?*

Yes, I can copy + paste the link.

No, please get it from me later.

Link to your Lead Form where we can enter Referral Partner Prospects:*

Conclusion

Any final questions or comments you'd like to add?*

Yes, one last comment or question.

No, that's everything! Let's move on to scheduling the Onboarding Call.

What final question(s) or comment(s) would you like to add?*

Agent Engagement Onboarding Form

ATTENTION: Your Virtual Assistant Order Is STILL PENDING!

Confirming Your Info

Agent Engagement: Campaign Overview

Agent List Building & Targeting

Lead Capture & Contact Management

Conclusion

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