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NEW FILE INTAKE Form

Welcome! Please complete this brief form so we can learn how you work, set up your preferences, and connect you with the support and resources you need.

Your Contact Information

Are you on a team?
Yes
No

Brokerage Address if applicable

Multi-line address

About You!

Birthday
Day
Month
Year

Communication

Preferred Method of Communication
Email
Phone
Text
Preferred Communication Style
Keep me updated at key milestones
Contact me only when action is needed
I prefer frequent updates
No preference
Transaction Management System
Dotloop
SkySlope
Brokermint
Paperless Pipeline
TransactionDesk
Other
None
Contract / Document Processing System
Dotloop
DocuSign
Adobe Acrobat Sign
SkySlope
TransactionDesk
Brokerage System
None
Other

Passwords

Please complete all fields for sites that you use and would like for us to access on your behalf.

WHJGroup will not share your information for any reason

Do you have preferred vendors you would like us to use?
Yes-I have a preferred vendor
No-I need a vendor
Not sure-I’d like help finding oneI need

If Yes:

Preferred Vendor List

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