After we have connected and agreed to work together....

Please complete the following questions to the best of your ability to help me create a personalized experience for you as your transaction coordinator.

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This question is required
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This question is required
For most of my communications, I function out of a software program that allows me to automatically assign an email signature for each transaction. For these communications, I will sign as "Respectfully on behalf of XXX" and add your email signature. I also function directly out of Gmail. Unfortunately, those emails will just have my signature. Thanks for your understanding!
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For most of my communications, I function out of a software program that allows me to automatically assign an email signature for each transaction. For these communications, I will sign as "Respectfully on behalf of XXX" and add your email signature. I also function directly out of Gmail. Unfortunately, those emails will just have my signature. Thanks for your understanding!
Compliance & Systems





Comfort Controls
My primary method of communication is email to ensure proper delivery and compliance. However, there are obviously instances where texting is needed. On a scale of 1-10 (1 = I despise texting, 10 = I'm a texting machine :), please rate your preference for text communications.
This question is required
My primary method of communication is email to ensure proper delivery and compliance. However, there are obviously instances where texting is needed. On a scale of 1-10 (1 = I despise texting, 10 = I'm a texting machine :), please rate your preference for text communications.
When I'm copied on document delivery, my intention is to take quick action. Obviously there are some documents that are sensitive (i.e. a 35R that does not waive the contingency) that I would hold off delivering until I can confirm with you. Every agent has personal styles and preferences. On a scale of 1-10 (1 = I like to approve every document before delivery, 10 = I feel very comfortable with your ability to decipher appropriate delivery decisions) please rate your comfort level with document delivery.
This question is required
When I'm copied on document delivery, my intention is to take quick action. Obviously there are some documents that are sensitive (i.e. a 35R that does not waive the contingency) that I would hold off delivering until I can confirm with you. Every agent has personal styles and preferences. On a scale of 1-10 (1 = I like to approve every document before delivery, 10 = I feel very comfortable with your ability to decipher appropriate delivery decisions) please rate your comfort level with document delivery.
Vendor Preferences
My introduction email to financed buyers usually includes a homeowners insurance referral.
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My introduction email to financed buyers usually includes a homeowners insurance referral.
This question is required
This question is required
This question is required
Personal
Just a bit of fun to help me get to know you better!
Color, warm drink, cold drink, resteraunt, etc
Color, warm drink, cold drink, resteraunt, etc
Spouse, partner, children, pets
Spouse, partner, children, pets

Expectations
Note: The purpose of the TC role is one of contract specific support (which can be different from an assisntant role). The transaction remains the ultimate responsibility of the Agent and the Agent remains the main point of communication. It is the Agent's responsibility to interpret, negotiate and draft all legal documents and make decisions pertaining to the transaction.
This question is required
Note: The purpose of the TC role is one of contract specific support (which can be different from an assisntant role). The transaction remains the ultimate responsibility of the Agent and the Agent remains the main point of communication. It is the Agent's responsibility to interpret, negotiate and draft all legal documents and make decisions pertaining to the transaction.
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