Activity Type - Account, Contact, or Transaction
Inbound Phone Call
Outbound Phone Call
Email
Text
Note
Appointment/Meeting
Account Details
Birthday
Board Affiliation (dropdown if multiple)
Board Membership number
Drivers License Number
Emergency Contact Name
Emergency Contact Phone Number
Emergency Contact Relationship
Full-time or Part-time
Home Address
Languages Spoken
Make, Model, and Color of Vehicle
MLS ID Number
Real Estate License Number
Real Estate License Expiration Date
Agent Website
Referring Agent
Specialty areas
Certifications
States Licensed
Account Files
W-9
Independent Contractor Agreement
Commission Agreement
Policy & Procedures Manual
Marketing Form
Team Agreement
Credit Card Authorization Form
Direct Deposit / ACH Form
Copy of Voided Check for Direct Deposit
Copy of Drivers License
Copy of Real Estate License
- Copy of Auto Insurance Certificate
- Miscellaneous
Headshot
Action Plan Tasks - Contact or Transaction
Call
Contact
Email
Mail
Research
Text
Bank Accounts
Brokerage Bank Account
Escrow Agent
Title/Closing Company
Attorney
Commission Line Item
Errors & Omissions
Franchise Fee
Marketing Fee
Transaction Coordinator Fee
Transaction Fee
Compliance Review Fail Item
Missing Signature(s)
Missing Initial(s)
Contact Details
Approved Mortgage $
Birthday
Children
House Anniversary
Pets
Point of Contact
Referred by
Significant Other
Contact Tags
- Annual
- Financing Loan Commitment
- Pre-approved
- Pre-qualified
- Sphere
- Neighbor
- Investor
- Seasonal
Expense Type
Meals/Entertainment
Gas & Tolls
Gift Card
Housewarming gift
Professional Photos
Marketing: Postcards/Flyers
Staging
Property Type
Apartment
Commercial
Condo
Co-Op
House
Land
New Construction
Shopping Plaza
Townhome/Villa
Transaction Type
Commercial Lease
Commercial Sale
Condo/Co-Op
High Rise
Residential Sale Listing
Residential Rental Listing
Land
New Construction
Vendor Details
Additional Contact Person
Additional Contact Phone Number
Area serviced
Business License Number
Real Estate License Number
Company Website
Miscellaneous
Referred by
Specialties
EIN #
Vendor Files
Business License
Business Insurance
Corporate Docs
Miscellaneous
W-9