New Client Form - Real Estate Prospector

Congratulations!
In order to get your software fully set up, we’ll first need you to fill out the following Information…
This form is for the NEW, Updated Real Estate Prospector 2.0. As such, it has been updated and greatly simplified for you convenience.

Please Fill Out and Submit This Form:

1-New Client Onboarding, REP2

Please fill out this form so that we can get your software set up properly.

"*" indicates required fields

Your Information

Today's Date:

Your Name:*

Best Email Address*

*Required. This is the email address we will use to contact you.

Your Cell Phone Number:

Your Customized Information

This section is required for us to use in your customized software installation. The sooner you get this information submitted, the faster we'll be able to get you fully set up!

What Phone Number Would you like use to receive the calls when people CALL you back?*

This can be: Your cell phone; Your assistant's phone; or your live answering service (such as PatLive).
If you're not sure, just put your cell phone number here, and we can always change it later.

What is the preferred local AREA CODE you'd like to use for your Phone Number with the software?*

Please let me know your primary and secondary choices for your desired area code. This is a 3-digit number
I will be buying the phone number & paying the monthly cost for this for you.

What is the BACKUP local AREA CODE you'd like in case your first preference (above) isn't available?

If your first desired area code isn't available, what's your backup choice? (3-digit number).

What Email Address would you like to use to set up your software AND use to send out your prospecting emails? (Optional)

If you want to use a different email address other than the email address you specified above, you may put that here.
THIS IS THE EMAIL ADDRESS WE WILL USE TO SET UP YOUR SOFTWARE. You will receive an invitation to this EMAIL ADDRESS TO GAIN ACCESS TO YOUR SOFTWARE!

What NAME would you like to use that will appear in the recipient's inbox?

We usually like to just use your name, because it's easier and simpler that way. But if you have a different preference, you may put that here.

May I assume you'll want a NOTIFICATION emailed to you whenever you receive a Text Message or a Phone Call?

I HIGHLY recommend you say YES here. This will let you know when someone texts or calls you back, so you can immediately login to the software to interact/get back to your prospect!

YES

Emergency Address Info

Wacky new regulations require that we provide an emergency address for the number.
Please provide any local address you like.

Advanced Options

This section is only for advanced users who are already familiar with the Twilio platform. Don't worry if you don't know what this is.

Do you already have a Twilio account?

Yes, please set me up to use my existing account.

Use Existing Twilio Account

Excellent! I'll be happy to set you up with your existing Twilio account. Please just furnish me with the essential information I need in order to do that in this section.

Your Twilio Account SID

You'll easily find this in your Twilio.com account dashboard.

Your Twilio Auth Token

Found in your Twilio.com dashboard. Click to reveal, then copy & paste here.

Your Twilio Phone Number

Which Twilio phone number would you like to use? Be sure to provide the full 10 digit number.

Your 2nd Twilio Phone Number (Optional)

If you have a 2nd phone number you want me to set up for you in the software, you may provide that here. Again, be sure to provide the full 10 digit number.

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