BIAB Information Form

YOUR NEXT STEPS FOR OUR PARTNERSHIP

1. Complete the required information form in these next steps in order for us to customize your Broker-In-A-Box. You will begin this form upon selecting next down below. This form access is being sent to your email inbox as well.

2. Within 24 hours (usually less), you will receive a secured link via text to complete your Broker-In-A-Box transaction.

3. Once steps 1 & 2 have been completed, it will take up to 5 business days to receive your customized box.

4. You will receive your Partner Agreement while we are customizing your Box.

5. Expect to schedule your onboarding call 3 business days after receiving and reviewing the contents of the box in order to discuss the box it's usage and questions you may have.

We are looking forward to working together!

Your Contact Info:
Name
First Last
Email (Use the SAME email you previously provided)*

Very Important not to cause duplicate records and delays.

Info Needed to Draft the Agreement:
Legal name of the business*
Legal name of the business owner or person authorized to sign on behalf of the business*
Title of that person*
Corporate mailing address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code

Info Needed to Customize the BOX:
Business name used for marketing if different from above
Best contact email to be used for collateral*
Best contact phone # to be used for collateral*
Name for Business Cards*
First Last
Title for the name on the Business Cards*
Mailing address for business cards if different from the corporate address
Same as previous

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Facebook pixel if you have one (to go on landing page)

Uploads Needed for Customization:
Company logo (high resolution)*
Social proof/Member logos (i.e. TrustPilot, NACLB, Chamber of Commerce, etc.)
You can provide up to 4 social proof files. Please use the corresponding Social Proof upload buttons as needed.
Social Proof (2 of 4) Upload
Social Proof (3 of 4) Upload
Social Proof (4 of 4) Upload
Link to Your Privacy Policy*
Link to Your Website*

YOUR NEXT STEPS FOR OUR PARTNERSHIP