This Survey will allow you to input Referral Partners, and other crucial information for the functionality of your Elevate Account.
Make sure to click "Submit" at the end of the survey to update your account.
Click "Next" to Begin.
Notification Settings
The Elevate CRM System functions off of these notifications. Enter your phone number and email address that you want to receive all notifications to.
To add a Lender Connection (this allows you to refer clients and send/receive updates instantly), fill out the Name, Phone Number & Email. If you do not wish to add or change this info, click next.
To add a Preferred Title Rep (to automatically order listing packets for potential sellers), fill out the Name, Phone Number, Email & Company Name. If you do not wish to add or change this info, click next.
To add a Preferred Escrow Officer (this is who you would like to use for your sell-side transactions), fill out the Name, Phone Number, Email & Company Name. If you do not wish to add or change this info, click next.
To add a Transaction Coordinator (this person will receive important reminders on every transaction), fill out the Name, Phone Number & Email. If you do not wish to add or change this info, click next.
Click "Submit" to Finalize