Sociavate Agent Onboarding

Sociavate

Onboarding Form

Please provide all the information required below to optimize your Ads and CRM onboarding process. If you do not have the necessary information, please type 'N/A'.

Verification of Meta Business Suite

(Please Complete The Steps Shown On The Onboarding Video To Give Access to your Meta Business Suite)

Leadsie Form Fill Out Verification

Meta Ads Questionnaire

CRM Onboarding

Please input your brokerage logo, real estate team logo, professional realtor headshot.

What are your available hours throughout the week, from Monday to Sunday?

Please pay close attention to your email and SMS messages, as you will receive verification codes. Once you receive them, please send them to me via Whatsapp.

Phone Number - A2P Registration

You can find your US EIN on your CP 575 form from IRS
The number used to identify your business. In case of US EIN, must be a 9-digit number e.g.12-3456789.

Business Address

Must be a valid address linked to your business.
Enter the city name as it appears in the Tax listing.
Enter the state as it appears in the Tax listing.
Country
Enter the Postal/Zip code as it appears in the Tax listing.

Authorized Representatives

This can be any person that can answer questions about this brand, if needed. Please note that you cannot reuse contact information between brands. Each brand you create must have unique contact information.


Please provide both buyer and seller testimonials, as these will be added to your qualifying buyer & seller funnels and your email newsletter. (make sure to include testimonials with your name and the client's name.)

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