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Questionnaire

Complete the form to help WGE experts build your preferences profile to best service you and your clients.

WGE—helping you provide service above the rest

This form will take 5-10 minutes to complete. Please fill it out to the best of your knowledge. If any fields are not applicable, please input N/A or none. Thank you!

First Name

Last Name

Birthday

Street Address

Street Address Line 2

City

Region/State/Province

Postal / Zip code

Phone

Upload File

Upload your preferred logos

Upload File

Upload your preferred brokerage logos

Upload File

Client Care Login Info

Please fill in any areas currently utilized and your preferred email/password once created. Please be advised that you may receive a few confirmation emails during the buildout. Please confirm emails as you receive them, and we will review everything during the consultation appointment.

Current CRM

CRM Login

CRM Password

DropBox or Box Login

DropBox or Box Password

MLS Login

MLS Password

Disclosure.io Login

Disclose.io Password

Trello Login

Trello Password

Preferred Vendors

Please provide their name, email, contact number, and preferred inspector if available.

Home Inspector

Pest Inspector

Roof Inspector

Sewer Line Inspection

Pool Inspection

Septic Inspection

Well Inspection

Business Partners

Please provide their name, company, email, and contact phone number. Please put NA on any fields left blank.

Preferred Broker/Lender

Title & Escrow Compaines

Direct of Operations

Assistant/TC

Marketing Assistants

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White Glove Experience

YOUR HANDS-ON CLIENT SPECIALIST

Helping agents lead to more significant customer retention, a higher lifetime value, and a stronger brand reputation.