Agent Information Sheet

This form is used to collect your information to ensure a smooth process of the transaction. Upon first login the transaction concierge will be in contact for authentication.

Agent Full Name

Primary Email

Phone Number

Market Center/Brokerage

Real Estate License Number

Preferred contact method ?

Phone

Text

Command Username

Command Password

ShowingTime Username

ShowingTime Password

Do you use DocuSign or Dotloop?

DocuSign

Dotloop

Which MLS's do you participate in?

GLVAR

BRIGHT

PMAR

Other

Links for Review Emails

we will be using this to capture your testimonials on your preferred platform.

Preferred Inspector (Name, Phone, Email)

Insurance Providers (Name, Phone, Email)

Preferred Title Company (Name, Phone, Email)

Preferred Home Warranty Company (Name, Phone, Email)

Notes/Comment

NON-DISCLOSURE STATEMENT

At One Source Central Services, we take your privacy seriously. In providing services such as transaction coordination, marketing support, and CRM management, we may have access to your confidential and sensitive information.

We agree to the following:

Confidentiality: We will not share, use, or disclose your information for any purpose outside of the services we provide to you.
Data Security: We will protect your data and limit access to only authorized team members.
No External Use: Your CRM data, client lists, and business practices will never be used for our gain or shared with third parties.
Upon Request: We will return or delete your information if services are discontinued.

All One Source team members are bound by strict confidentiality standards. By working with us, you can trust your information stays protected.