Agent Onboarding

Section 01

About You

First Name *

Last Name *

Preferred Email * This is the email we will use for all file communications and invoices unless you tell us otherwise later.

Phone Number *

Your Birthday (optional) Month and day only. We love celebrating our agents.

Home/Mailing Address *

City *

State *

ZIP Code *

Who is your preferred TC? *

Heather Ichiki Melissa Lewis No Preference

Which state do you serve? *

Colorado Florida

Section 02

Your Brokerage

Brokerage Name * The full legal name as it appears on your license.

State License Number *

Team Name If you operate under a team name, enter it here. Leave blank if not applicable.

Managing/Employing Broker * The name of the broker of record or employing broker associated with your license.

How is your business structured? * This helps us prepare your commission disbursement authorization (CDA) accurately.

What name should appear on your commission disbursement authorization (CDA)?

Do you have an assistant or admin? *

Yes No

What is your assistant's name?

What is your assistant's email?

Section 03

Brokerage Compliance

Your brokerage's compliance information helps us make sure every file is submitted correctly and on time. No dropped balls on our end.

What email does your brokerage use for compliance submissions? * This is typically the email address used to submit documents to your brokerage's compliance or transaction review department. Not sure? Check with your managing broker.

What compliance system does your brokerage use? * The platform your brokerage uses for document compliance and file review. Examples: ReZEN, Command, Dotloop, Skyslope. If you're not sure, your office admin or broker will know.

What transaction management platform do you use? The platform you use to manage contracts and transaction documents. Examples: CTM eContracts, TransactionDesk, AppFiles, Dotloop. If your compliance system and transaction platform are the same, just enter it once.

How would you like to give us access to your compliance system? * You're welcome to add Hive Transactions as a Transaction Coordinator directly, or provide login credentials. Whichever is easiest for you.

I'll add Hive Transactions as a TC in my system I'd prefer to provide login credentials

Please provide your login credentials.

Section 04

MLS Access

If your MLS allows TC or assistant access, the easiest path is to add Hive Transactions directly through your MLS dashboard after completing this form. We'll remind you in your welcome email. No credentials needed here.

Which MLS system(s) do you use? * Enter the name of your MLS. If you belong to more than one, please list all of them.

Section 05

Communication Preferences

We want to communicate in whatever way works best for you. Let us know your preferences below and we'll get everything set up on our end.

What are your preferred contact hours? Select all that apply.

Morning (8am - 12pm) Afternoon (12pm - 5pm) Evening (5pm - 8pm) Weekdays only Weekends OK Anytime works for me

How do you prefer we reach you day-to-day? * This is how your Hive TC will communicate with you on active files. You can always update this preference later.

Text Email Phone Call

How would you like file updates delivered? *

Text Email Phone Call

How often would you like a summary of your active files? * We'll send you a snapshot of everything in progress so you're always in the loop.

Daily Every other day Weekly Only when something needs my attention

Section 06

Your Go-To Vendors

Sharing your preferred vendors upfront means we never have to ask file by file. Leave any blank if you don't have a go-to yet.

Who is your preferred title company? Please include a name and contact.

Who is your preferred lender? Please include a name and contact.

Who is your preferred inspector? Please include a name and contact.

Section 07

Electronic Signatures

Do you use electronic signatures? *

Yes No

Which e-signature platform do you use?

Section 08

Billing

Contract-to-close coordination fees are typically collected through the closing statement. Pre-listing coordination and any additional services are invoiced separately. If your invoices should go to someone other than you, like a bookkeeper, assistant, or office manager, let us know below.

Should your invoices go to someone other than you? *

Yes No, send them to me

Invoice contact name Only if invoices should be addressed to or received by someone other than you.

Preferred email for invoices Only if invoices should be sent to a different email than the one you provided above.

Section 09

Anything Else?

Is there anything else you'd like us to know? This is a great place to share special preferences, notes about your team setup, how you like to communicate on files, system quirks we should know about, or anything else that helps us serve you well from day one.

Let's get you set up.