New Agent Intake

Oak & Olive Transaction Coordination

The Transaction Coordinator you didn’t know you needed — until you tried to juggle contracts, timelines, and actually selling homes.

New Agents

New Contract

New Listing

Write an Offer

Let’s get a few details so we can take things off your plate and keep everything running seamlessly.

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Full Name

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License #

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Brokerage / Team Name

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Brokerage Address

Please enter a valid address

E-Mail Address

Please specify an answer

Phone number

Please enter a valid phone number

Preferred Method of Contact

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Your business, your rhythm — let’s map it out.

How many deals a month do you average?

5 or less

10 or less

11 to 19

20+

What transaction management platform do you use? (Dotloop, Skyslope, etc.)

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What CRM do you use?

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Preferred lender(s) you frequently work with

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Preferred title company & closer

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How often would you like updates?

How would you like updates delivered?

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Anything else you'd like to add or me to know?

Please specify an answer

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Now for the important stuff… your coffee order and all the little things ☕️

Starbucks order (or coffee shop preference)

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Favorite restaurant

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Favorite snack or treat

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Favorite color

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Favorite sports team (NFL, College Team, etc)

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T-shirt size (for branded or holiday gifts)

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Any allergies or dietary restrictions (for gifts and food)

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Anything else you'd love for your TC to know about you?

Please specify an answer

✨ You’re all set! Your information has been received and your account is now set up. The next step is submitting your first contract so we can get to work. Go ahead and enter the details below, and we’ll take it from there.

Congrats!! 🎉 You got it under contract — now pass it off and breathe 😌

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Your Name

Please specify an answer

License #

Please specify an answer

Property Address

Please enter a valid address

MLS #

Please specify an answer

Are you representing:

Buyer

Seller

Both

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Buyer #1 Name

Please specify an answer

E-Mail

Please specify an answer

Phone Number

Please enter a valid phone number

Buyer #2 Name

Please specify an answer

E-Mail

Please specify an answer

Phone Number

Please enter a valid phone number

Relationship status

Married

Single

Trust

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Buyer's Lender & Title Company

Buyers Loan Company

Please specify an answer

Loan Officer

Please specify an answer

Phone Number

Please enter a valid phone number

Lender E-Mail

Please specify an answer

Buyer Closing Company

Please specify an answer

Closer

Please specify an answer

Phone Number

Please enter a valid phone number

You can skip this and the next question if you've submitted a deal with their info before.

Closer E-Mail

Please specify an answer

Sellers Title Company

Seller's Closing Company

Please specify an answer

Closer

Please specify an answer

Phone Number

Please enter a valid phone number

You can skip this and the next question if you've submitted a deal with their info before.

Closer E-Mail

Please specify an answer

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First time with Oak & Olive TC? Go ahead and e-mail transaction management login details, and make sure your contract is uploaded. Your information is kept secure and used solely to manage your transaction.

[email protected]

System

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Anything else I need to know about this transaction?

Please specify an answer

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Seller #1 Full Name

Please specify an answer

E-Mail

Please specify an answer

Phone Number

Please enter a valid phone number

Seller #2 Full Name

Please specify an answer

E-Mail

Please specify an answer

Phone Number

Please enter a valid phone number

Relationship status

Married

Single

Trust

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Step 4

Buyer's Lender & Title Company

Buyers Loan Company

Please specify an answer

Loan Officer

Please specify an answer

Phone Number

Please enter a valid phone number

Lender E-Mail

Please specify an answer

Buyer Closing Company

Please specify an answer

Closer

Please specify an answer

Phone Number

Please enter a valid phone number

You can skip this and the next question if you've submitted a deal with their info before.

Closer E-Mail

Please specify an answer

Sellers Title Company

Seller's Closing Company

Please specify an answer

Closer

Please specify an answer

Phone Number

Please enter a valid phone number

You can skip this and the next question if you've submitted a deal with their info before.

Closer E-Mail

Please specify an answer

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[email protected]

Transaction System

Please specify an answer

Anything else I need to know about this transaction?

Please specify an answer

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Buyer #1 Name

Please specify an answer

E-Mail

Please specify an answer

Phone Number

Please enter a valid phone number

Buyer #2 Name

Please specify an answer

E-Mail

Please specify an answer

Phone Number

Please enter a valid phone number

Relationship status

Married

Single

Trust

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Step 2

Step 3

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Seller #1 Full Name

Please specify an answer

E-Mail

Please specify an answer

Phone Number

Please enter a valid phone number

Seller #2 Full Name

Please specify an answer

E-Mail

Please specify an answer

Phone Number

Please enter a valid phone number

Relationship status

Married

Single

Trust

Step 1

Step 2

Step 3

Step 4

Buyer's Lender & Title Company

Buyers Loan Company

Please specify an answer

Loan Officer

Please specify an answer

Phone Number

Please enter a valid phone number

Lender E-Mail

Please specify an answer

Buyer Closing Company

Please specify an answer

Closer

Please specify an answer

Phone Number

Please enter a valid phone number

You can skip this and the next question if you've submitted a deal with their info before.

Closer E-Mail

Please specify an answer

Sellers Title Company

Seller's Closing Company

Please specify an answer

Closer

Please specify an answer

Phone Number

Please enter a valid phone number

You can skip this and the next question if you've submitted a deal with their info before.

Closer E-Mail

Please specify an answer

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[email protected]

Transaction System

Please specify an answer

Anything else I need to know about this transaction?

Please specify an answer

New listing, let’s go ✨

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Address

Please enter a valid address

List Price

Please specify an answer

Agreement start date

Please select a date.

Agreement end date

Please select a date.

Total commission % or flat fee + any other fee

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Seller's Broker Split (% or $)

Please specify an answer

Buyer Broker Split (% or $)

Please specify an answer

Protection period (days after termination)

Please specify an answer

Lease/rental protection period (days)

Please specify an answer

Check all that seller DOES authorize:

Authorize disclosure of buyer's broker compensation amount?

Authorize disclosure of existing offers?

Authorize lockbox on property?

Purchase RSA? If so, RSA cost $

Please specify an answer

Has seller been notified property is in a flood hazard area?

Please specify an answer

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Seller #1 Name

Please specify an answer

E-Mail

Please specify an answer

Phone Number

Please enter a valid phone number

Seller #2 Name

Please specify an answer

E-Mail

Please specify an answer

Phone Number

Please enter a valid phone number

Relationship status

Married

Single

Trust

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Associate Name & License Number

Please specify an answer

Associate Phone Number

Please specify an answer

Associate E-Mail Address

Please specify an answer

Name of Managing Broker or Branch Broker

Please specify an answer

Managing Broker or Branch Broker Email

Please specify an answer

Managing Broker or Branch Broker Office Number

Please specify an answer

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[email protected]

Transaction System

Please specify an answer

Anything else I need to know about this transaction?

Please specify an answer

Oak & Olive Transaction Coordination

Coming soon! For now, e-mail me at:

[email protected]

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