Hi {ATTENDEE},

It was a pleasure speaking with you today! Thank you for taking the time to share more about yourself and your business. I'm excited to start working together.

To move forward with the onboarding process, please follow the steps below:

Next Steps:

Complete the Onboarding Form:
Click Here to View Onboarding Form
Review and Sign the Service Agreement via Dotloop:
You will receive an email from Dotloop within 24 hours after completing your onboarding form.

After Onboarding:

Submit Pre-Listing Form:
Please use the link below to submit your Pre-Listing Form. Be sure to save this link for future use.
Please note that payment is required at the time of submission.
Click Here to View Pre-Listing Intake Form
Submit New Transaction Form:
Please use the link below to submit any new transactions under contract. Save this link for future use, or you can also find it on the main page of my website in the top right corner.
Click Here to View Transaction Intake Form
Click Here to view Website

If you have any questions, feel free to reach out at any time. You can also review the Transaction Management Handbook for additional information.
Click Here to View Handbook

I'm looking forward to working with you!

Best regards,
Jessica Duffy
jduffy@ohiotcservices.com
513-432-7225
Transaction Management, LLC