[email protected]

801-251-6683

Broker Onboarding Enrollment Form

Thank you for helping improve the Onboarding Process. Together, we can improve this experience and keep Presidio Real Estate, Your Branch, and the New Presidio Agents in compliance.

*If incoming agent is required to have a mentor, they would need to select one within one week*

Step 1: Agent Intake Form

Broker Name *

Enrollment Date: *

Agent First Name *

Agent Last Name *

Agent Street Address

City

State

Postal code

Email *

Phone *

Agent Program *

Cap & Fee Structure:

Has this agent done more than 3 transactions? (If no, new agent will be assigned a mentor)

Yes

No

Any additional notes?

STEP 3 – SUPPORT & TRAINING (COMPLETED 2 WEEKS) will be emailed to you by onboarding

1. Onboarding Support (scheduled within 72 hours – completed within 2 weeks)

2. Trainings System (scheduled within 72 hours – completed within 2 weeks)

3. Software Success (scheduled within 72 hours – completed within 2 weeks)

4. Organizational Directory & Who to Call – included in

[email protected]

801-251-6683