On-boarding | ValleyTC

Agent Name

Agent DRE#

Email

Phone

Brokerage Name

Broker DRE#

Brokerage Address

Phone

Broker Name

Broker Email (Where commission demands are signed)

AGENT MLS ID

MLS Username

MLS Password

C.A.R. (Zipform) Username

C.A.R. (Zipform) Password

Transaction Management

Transaction Management Username

Transaction Management Password

We use Glide to draft disclosures and send them out for signatures. By agreeing, you authorize us to use Glide for handling your transaction documents.

Yes

No

Agent Preference

Permission is granted for the Transaction Coordinator to send documents for signatures.

The Transaction Coordinator is authorized to draft documents; however, the agent must review and approve them before they are sent for signatures.

Permission is granted for the Transaction Coordinator to contact clients directly to request any missing signatures or initials.

Permission is granted for the Transaction Coordinator to contact all relevant parties, including escrow, lender, inspectors, appraiser, cooperating agent, and others as needed.

Contact Preference for Reminders

Text

Email

Is it acceptable to receive calendar invites for contingency reminders?

Agent Expectations

Please review the following information and check the boxes to confirm you understand what is expected of you.

I agree to promptly provide all necessary transaction documents to Valley Transaction Coordinators (VTC) to ensure a smooth and efficient process.

I agree to be present for all inspections unless alternative arrangements have been made.

I commit to completing my AVID promptly, ensuring it can be included in the disclosure packet so that all disclosures can be signed together in a timely manner.

I agree to proactively step in and request necessary documents from the cooperating agent, lender, escrow, inspectors, or any other relevant parties if they fail to respond to my initial requests.

I agree to promptly respond and communicate in a timely and effective manner to ensure smooth collaboration and the successful completion of all tasks.

What to expect from VTC

1. Timely Document Management

VTC ensures all transaction documents are organized, reviewed, and submitted promptly to keep the transaction on track.

2. Clear and Consistent Communication

Expect regular updates and clear communication throughout the transaction process, ensuring you’re always informed about progress and any outstanding items.

3. Coordination with All Parties

VTC will efficiently coordinate with agents, lenders, escrow officers, inspectors, and other stakeholders to ensure all tasks are completed seamlessly.

4. Deadline Monitoring and Reminders

VTC tracks all key dates, such as contingencies and closing deadlines, and provides timely reminders to keep the transaction running smoothly.

5. Proactive Issue Resolution

If any issues arise, VTC will step in to address them quickly, seeking solutions and requesting missing documents to avoid delays.

6. Professional Support and Guidance

Expect expert advice and support from VTC throughout the transaction, ensuring you can focus on your clients while we handle the administrative details.

Growth requires help—if you’re not willing to hire, you’re holding yourself back!

Agent On-boarding

Agent Expectations

What to expect from VTC

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