BIAB Information Form

Step 1 of 5


    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!

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