CTC Agent Onboarding

Please briefly share how you heard about our Contract to Close Team *

In what state(s) are you currently licensed? *

FloridaTexasMinnesotaWisconsin

Agent Name *

First Name

Last Name

Preferred Email *

example@example.com

Agent MLS Number and Login Credentials (encrypted) *

Agent Phone Number *

Please enter a valid phone number.

Please share your preferred mailing address *

Name of your Broker *

First Name

Last Name

Email of your Broker *

example@example.com

All Agent Information

Name of your Real Estate Brokerage *

Are you a team lead or part of a team? *

YesNo

What Platform does your Brokerage use to file documents?

Office Admin/Brokerage Contact Information (This includes Agent Services, Transaction Submission, Office Administration and/or anything comparable) *

Preferred Title Company / Closer Contact Information - you may include more than one *

Preferred Title Company Email Address *

example@example.com

Preferred Lender Contact Information - you may include more than one *

Preferred Lender Email Address *

example@example.com

Preferred Vendor List: Inspectors, Insurance Agents, Home Warranty preferences, etc - you may include more than one *

If you would like CTC to Send Review Requests Post-Close, PLEASE INCLUDE LINKS to your Review Landing Pages: Facebook, Google, Realtor.com, Zillow, etc. If you do not want review requests sent out, please answer with NA *

Would you like CTC to send Client Follow-Up Reminders after closing? *

YesNo

You'll be billed when your Transaction closes. If your brokerage allows a third-party TM fee to be deducted from your commission, let us know how you'd like that handled. Note: MLS Listing work is always billed to the Agent directly once the listing service is complete.

How would you like your CTC fee handled? *

Please add the CTC fee to each file as a reduction from my commissionPlease bill me directlyTo be determined

Will you be using CTC for Pre-MLS Listing Work?

YesNoUndecided

Can CTC include you in a WELCOME TO CTC social media post?

YesNo

CLICK CONTRACTS USERS ONLY - Do you want CTC to have access to your account?

YesNo

Additional secure information for CTC (encrypted)

Upload any supporting documents

e.g. a voided check or bank letter for wire verification

Terms of Service

Thanks for onboarding with us - We appreciate your partnership with our CTC team!

Please confirm receipt and acknowledgment of the terms of service provided in this correspondence

Our CTC Team strives to deliver 5-star service on every contract we manage for you and your clients. To help ensure an exceptional experience, please see the best practices below:

ASK QUESTIONS AS NEEDED - WE LOVE THEM!

There will be LOTS of questions at the beginning to avoid redundancy and to ensure all tasks are being completed. If you are unsure whether our CTC Team handles a specific task, please ask. The more questions asked, the faster we can become familiar with each other's processes.

EMAIL COMMUNICATION

Email is CTC's primary method of communication to ensure all parties consistently receive the same information and maintain proper documentation. Texts and phone calls are welcome when needed, but formal communication will be sent and requested via email.

PLEASE CC YOUR TRANSACTION MANAGER

To be efficient and effective, it's important that we are included in all communications. Please CC your Transaction Manager on all transaction-related emails so we can accurately track progress, document important details, and keep everything moving smoothly. We'd much rather be included on one extra email than miss an important update.

We know you're busy—that's why you hired us! To provide the level of service you and your clients expect, we rely on timely responses to requests for documents, information, or decisions. Delayed responses can impact workflow and, ultimately, your transaction timeline.

CTC HOURS OF OPERATION

Our hours are Monday–Friday, 7 AM–5 PM. Requests received evenings, weekends, or holidays will be completed the next business day. If something is time-sensitive outside these hours, the agent should manage accordingly.

PAYMENT

When available, CTC will submit the TC fee through your brokerage system. If direct billing is preferred, we can accommodate upon request. Please note that payment is due upon receipt. A late fee of $15 will be applied every 30 days of non-payment, and any current or new file processing will be halted until the balance is paid. A $15 fee is applied for all returned payments.

CANCELLED TRANSACTIONS:

When a file is canceled, you have two options - please let your TC know your preference at the time of cancellation:

Option 1: CTC steps out (no fee) — Agent handles termination docs, signatures, and any MLS updates.
Option 2: CTC manages the cancellation for a $30 fee. CTC will prepare docs, collect signatures, and close out the file.
Please note: A $115 cancellation fee applies if the termination occurs within TWO WEEKS of the original closing date. Your TC will manage the termination documents and process.

MLS LISTING WORK

Once a listing is ACTIVE in the MLS, our CTC Team will close out the file until the property is under contract. The agent will manage all price or status changes in the MLS and ShowingTime.

IMPORTANT ITEMS TO NOTE

CTC does not review, approve, or submit final commission amounts to the brokerage. Commission structures can vary, including caps/splits/other brokerage-specific factors that may change; our team does not have full visibility into the final commission amounts. For that reason, we ask agents to review and provide final approval to ensure accuracy. We will gladly send you notifications when the file is ready for final approval.
CTC does not review or approve the Preliminary Settlement Statement. The Agent is responsible for reviewing to ensure accuracy.
CTC does not draft Listing Contracts, Seller Net Sheets, Purchase Agreements, or Buyer Representation Agreements. These documents must be submitted to our CTC Team fully executed for us to begin processing a new file. Our team can assist with drafting addenda, amendments, and referral agreements.
CTC does not schedule inspections for your buyers. We will share your preferred inspector and ask them to schedule directly, then share the date/time with our team.
All New Listings and Transactions must be submitted through the Jotform. We cannot begin processing without this information. Please ensure accuracy, especially for legal names, email addresses, and commission amounts.

Please let me know if you have any questions or if there is anything we can do to support you!

I confirm receipt and acknowledgment of the CTC Terms of Service above.