Business Info

First Name

Last Name

Legal Business Name

Not your brokerage's name UNLESS they are paying for the services

Public-Facing Business Name

Business Type

How the legal business name operates

Real Estate License Number

Used for advertising compliance and brokerage disclosures only. We don’t verify or publish this without your approval.

Address

Street Address

Use the address associated with the business name above. This can be a home address.

City

State

Country

Postal Code

Your Focus Right Now

Primary Focus

Deal Types You Do NOT Want

Ideal Deal Price Range

Primary Market/ Service Area

Zip Code/Town Name

Qualification Rules

For buyers, are you requiring pre-approval?

What timelines do you want to prioritize?

What disqualifies a lead for you?

Anything else we should filter out early?

Meeting Preferences

Preferred appointment length

Preferred contact method

Any days/times you do NOT want appointments?

Brand & Messaging Guardrails

Brand Tone

Phrases you do NOT want used

Any required disclaimers?

Asset Uploads

*None of these are required

Logo Upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Headshot/ Profile Picture Upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Platform References

Meta Business Manager ID

Meta Ad Account ID

Facebook Page URL

Instagram Handle

Google Ads Customer ID

Domain Name

Domain Registrar

DNS Provider

Confirmation & Acknowledgement

Acknowledgements

I understand onboarding begins once this form and access are completed

I understand Vantage does not request passwords

I acknowledge the expectations discussed on the call