LINKSEED REAL ESTATE · ONBOARDING QUESTIONNAIRE

Tell us how you work. We'll set your assistants up to match.

This helps us get your Personal Assistants ready before your setup call. It takes about 10 minutes. Most questions are checkboxes or short answers. Required (*): your name, brokerage, email, which MLS you use, and a headshot link (or note that you will email it).

Skip anything you're not sure about. We'll cover it on your setup call.

Please do not include passwords, account numbers, or private client details. We never need them here.

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About you

Best way to reach you

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Your brokerage

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Your market area

What kind of work do you do most? Check all that apply.

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Apps you use

Optional. A name is enough. Skip anything you're not sure about.

How do you keep client contacts today?

We need this so marketing and paperwork assistants match your market. Your MLS password is never collected here.

MLS login access (optional)

Direct MLS login is never required. You can provide listing sheets, photos, and details yourself. Leave unchecked unless you want to allow login.

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Social and branding

Where do you post? Check all that apply.

Required. A clear headshot for digital marketing. If the file is not online yet, type that you will email it to [email protected] after this form.

What other branding do you have ready? Check all that apply.

Only share photos you own or are licensed to use for marketing.

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Deals and paperwork

Please do not include account numbers or passwords. We never need them here.

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Lead sources

Where do your leads come from? Check all that apply.

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Approvals

How would you like to approve drafts?

How fast do you usually review things?

Nothing is posted or sent without your approval.

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Anything else?