Welcome to the start of an exciting and rewarding journey with our elevated brand. This simple yet essential welcome packet is designed to set you up with a seamless transition. We are committed to your success and look forward to supporting you every step of the way as you embark on this exciting and rewarding path.
☐ Fill out and return Advisor Information form
☐ Fill out and return Direct Deposit form
☐ Fill out and return Credit Card Authorization form
☐ Fill out and return W9 form
☐ Fill out and return Direct Deposit form
☐ Uncropped high resolution headshot. Schedule new headshot if needed.
☐ Biography if not written on Advisor Information form
☐ Identification / Drivers License
☐ Download to keep records of contacts and communications from precious firm’s email or CRM
☐ If you would like all previous transactions to be transferred in the NWMLS Transactiondesk, an email from the previous firm broker in charge will have to email NWMLS to authorize transer.
☐ Separate DOL license from previous firm and accept EV DOL invitation
☐ Approve new business cards for administrator to order
☐ Order signage
☐ Change voicemail , and all scoial media platforms to reflect new brokerage
☐ Receive EV Dashboard Credentials
☐ Schedule Orientation with administrator
Admin will reach out with instructions and offer help to separate RE license with DOL and accept invitation to new firm. At the same time, paperwork to submit will be provided.
• Submit paperwork & requested items to shop. Physically or submit to seattleeastside.evrealestate.com. •
Approve new business cards for admin to order, order any signage if needed, and schedule in shop orientation with admin. •
If listings need to be transferred, fill out NWMLS form 18 with OTHER checked and include: “Listing#XXXXXX,knownasADDRESSisbeingreleasedbyOLDFIRM(FIRMID#)and transferredtoEngel&Voelkers(FIRMID#)tobroker,YOURNAME(YOURLAG#)”. Email to listinginput@nwmls.com and CC contracts email.
NOTE: The new and old managing broker will need to sign at the bottom in the blank space.
•
During orientation we will go over the shop standards, tools and set you up with our systems (including copier, door codes, etc). We’ll do a thourough rundown of transaction and marketing processes.
1st Emergency Contact Name:
2nd Emergency Contact Name:
Office:
Employee/Agent: Fill out and return to Company.
This document must be signed by employees/agents requesting automatic deposit of paychecks and retained on file by the Company. Employees/agents must attach a voided check to help verify their account numbers and bank routing numbers.
Bank Name: ____________________________________Account Type: Checking ☐
Bank Routing Number (ABA Number: _________________________________________________________
Account Number: __________________________________________________________________________ Attached Voided Check Here
Select Icon to Upload Photo of Void Check
Authorization – This authorizes (the “Company”) to send credit entries electronically or by any other commercially accepted method, to my (our) account(s) indicated below and to other accounts I (we) identify in the future (the “Account”).
This authorizes the financial institution holding the Account to post all such entries. I agree that the ACH transactions authorized herein shall comply with all applicable U.S. Law. This authorization will be in effect until the Company receives a written termination notice from myself and has a reasonable opportunity to act on it.
Signature: Date:
I (cardholder name) hereby authorize Engel & Völkers Gestalt Group to _________________________________ charge my credit card for marketing, signs and other approved expenses and fees incurred by me and owed to Engel & Völkers Gestalt Group or to provide my credit card information to a vendor for approved expenses owed to that vendor. This Authorization shall be ongoing, kept on file, and valid unless I revoke it in writing. I acknowledge this Authorization is valid with a docusign signature.
Type of Credit Card: Mastercard ☐ Visa ☐ American Express ☐
Credit Card Number:
Name as it appears on card:
Expiration Date: __________ Security Code:
Billing Address: ______________________________ _________________ State: ____ Zip:
Telephone: __________________________________
Shop Name:
Signature:
City:
Email:
Date:
These guidelines have been provided to ensure consistent, highest quality images on your website. Please provide these guidelines to any professional photography services being used.
All photos must be in color and no less than 300 dpi. This will allow for best print and online uses. Photos should be provided uncropped and untouched.
• Professional business attire
• Dark colored business suits and light colored shirts
• Solid colors only, no stripes or patterns
• Seamless, white background
• Center of frame, waist up, include both shoulders
• Right or left shoulder forward looking straight ahead, smiling
• Arms at sides, free or on hips
• Body language should express open, welcoming and confident
• Consistent lighting for all advisors
PREFERRED PHOTOGRAPHER
• Jim Garner - (206) 709-9568 or (206) 369-4456 - jim@jgarnerphoto.com, katarina@jgarnerphoto. com. Email is best way to contact.
OR
Share these guidelines with your preferred vendor to schedule your headshot.
Once completed, email your final unccropped high resolution headshot with seattleeastside@evrealestate.com.
BELOW ARE INSTRUCTIONS ON HOW TO SEPARATE FROM YOUR CURRENT FIRM. ONCE COMPLETED, NOTIFY NEW FIRM IMMEDIATELY TO BE ADDED TO NEW FIRM.
• Set up a SAW account at “https://secureaccess.wa.gov/public/saw/pub/displayRegister.do” if you do not already have one
• If this is your first time logging in, select “Add a new service”. If not, select “Access Now” above “PROFESSIONAL AND BUSINESS LICENSING”:
• Select “I would Like to browse a list of services by Agency” (skip step if already have an account set up)
• Scroll down and select “Department of Licensing” (skip step if already have an account set up)
• Once added to your account, Select “Access Now” in your Account section (skip step if already have an account set up)
• Once you get to the “Manage Your Professional and Business Licenses Online” page, select, “Link License” (skip step if already have an account set up):
• Once your license is linked (if you already have an account, your license will already be linked), select your linked license number:
• Then checkmark the current firm line item then select “Separate License(s)”:
• Notify new firm to be added to new DOL firm roster. Once new firm adds on broker via DOL, you will get an email to accept an invitation to your new firm. Once accepted, the transfer process is complete.
