Onboarding — Epik TC

Agent & Brokerage Information

Full legal name

License number

Brokerage name

Broker contact

Phone

Email

System Access & Tools

Platforms access granted

Authorization status

Yes Not yet In progress

Transaction Preferences

Preferred title company

Preferred escrow officer

Preferred lender

Home inspection company

Termite inspection company

Roof inspection company

Other preferred vendors

Communication Preferences

Preferred method

Email Text Phone Mixed

Update style

As-needed Daily Weekly Deadline-based

Listing Coordination (if applicable)

Will you use listing coordination services?

Yes No

Headshot

Attached Pending

Brokerage logo

Attached Pending

Agent bio / listing notes

Branding guidelines

Compensation & Transaction Details

Commission structure (for file entry only)

Referral agreement required?

Yes No

Special escrow / commission instructions

Executed purchase or listing agreement?

Yes No

Escrow / title contact information

Disclosures included?

Yes No

Final Authorization

Preferred weekly update method

Email Text Phone summary Not required

Emergency contact instructions

Authorization to begin coordination?

Yes No

Additional notes

Authorization & Agreement

By submitting, you authorize Epik TC to act in a transaction coordination capacity, access applicable platforms for file management, handle documents and deadlines, and communicate with relevant parties. All services are administrative and coordination-focused and do not replace brokerage, legal, or fiduciary responsibilities.

I have read and agree to the authorization above.

Client name (signature)

Date

Start your file.

Agent & Brokerage Information

System Access & Tools

Transaction Preferences

Communication Preferences

Listing Coordination (if applicable)

Compensation & Transaction Details

Final Authorization

Authorization & Agreement

Ready to Elevate Your Transactions?