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Welcome to Celebrity Agent (DEMO ONLY)

Before we get started, what should we call you?

First name

Thank you !

Our goal is to ensure that your onboarding experience is a seamless one. This onboarding form should only take a few minutes. The information you share here is completely secure, and will never be shared or sold.

One quick note, : if you have any questions while completing the form, you can send a message to our support team at (628) 267-2876, and we'll get you taken care of.

Let's get started.

Confirm Contact Information

Last name

Email

Important: Please use the same email that you provided during the sales process

Phone

Business address

e.g. 1529 Closers Way, San Francisco, CA 94115

Note: This should be your return address

Branding

Upload your profile picture (headshot)

*.png, *.jpeg files up to 10MB at least 400px by 400px.

This can always be updated under your profile settings.

Note: This will be the profile picture that's optionally included on direct mail messages

Team name

What is your 'official' full team name? e.g. Jane Smith Team Brokered by eXp Realty

Upload your team logo

*.png, *.jpeg files up to 10MB at least 400px by 400px

This can always be updated under your profile settings

Upload your 'Official' brokerage logo

Often required when publishing public facing assets (IDX websites, direct mail etc...)

*.png, *.jpeg files up to 10MB at least 400px by 400px

This can always be updated under your profile settings

Email & SMS Communications

For both intelligent email and sms communications, are you ok with the 'from' name being , or would you prefer a different name variation?

e.g. Phillip > Phil, or Steven > Steve

Direct Mail Signature

By default, your direct mail signature will include the following: Full Name License# | Brokerage Name Phone Number

Please choose from the following options to confirm your direct mail signature:

Direct Mail Marketing Compliance

Does your state or brokerage have any requirements for information that must be present on your direct mail marketing?

SMS Registration Information

The following information is required to register your business as a compliant SMS sender:

Business legal name

It's required that this business name match exactly with the business name tied to your EIN. If unsure, the business name that's used on your tax return is the formal legal name.

Business type

Business registration ID (EIN)

An Employer Identification Number (EIN) is a nine-digit number that IRS assigns in the following format: XX-XXXXXXX. If unsure, this is the EIN on your tax return

Proof of EIN Documentation

Upload EIN documentation. e.g. Form SS-4 or IRS Letter (EIN Confirmation)

Business contact phone number

Business address

e.g. 1529 Closers Way, San Francisco, CA 94115

Note: This should be your return address

Your primary website address

MLS Information

What MLS are you associated with?

What is your license number?

What is your MLS ID number?

What is your Office ID?

Name of your Real Estate Brokerage

e.g. REAL Brokerage, Keller Williams Realty

Name of Real Estate Team (if applicable)

Team/Brokerage Name. e.g. Smith Group Brokered by eXp Realty

Designated Broker's Name

(The person authorized to sign MLS agreements)

NOTE: This is a persons name. Not company or team name.

Designated Broker's Email

Would you like to add a second MLS?

Yes

MLS Requirement

Note: We purchase a new URL for all of our clients, as it is a requirement of the MLS boards that the URL's be registered to us and that we maintain all data that feeds the URL. This way, your current website remains unchanged and under your control.

Untitled multiple choice field

I understand

Goal Setting

At Celebrity Agent, our goal is to empower you to spend less time 'organizing' your marketing efforts, and more time face to face with buyers and sellers.

Strategy - Direct Mail

Past Clients + Sold Properties

Are you interested in using Celebrity Agent to mail personal, one-to-one notes to your past clients and/or the new owners of properties you have sold?

Don't worry: we will build and maintain the lists for you, and you can review and approve all the details.

Past Clients + Sold Properties

Yes

Neighborhood Seller Leads

Are you interested in using Celebrity Agent to mail neighbors of homes you list and sell, and neighbors of homes other agents sell in your preferred communities?

Notes will invite the neighbors to contact you for more information, such as how the recent closing on their street will impact their property value.

Don't worry: we will build and maintain the lists for you, and you can review and approve all the details.

Neighborhood Seller Leads

I want to target both, the neighbors of homes I list and sell, and that other agents list and sell

I only want to target neighbors of the homes that I list and sell

Budget

What is your approximate monthly budget for sending highly targeted, personalized direct mail?

Budget

$100-$200 per month

$200-$300 per month

$300-$500 per month

$500-$1000 per month

$1000-$2500 per month

A higher amount

Strategy - Targeted Area

Let's dial in the specific area where you want to focus on obtaining more listings. You can always add more and expand your targeted area later.

Preferred Area

What is your top zip code?

e.g. 90210 (On your go live call, our team will assist you in outlining a precise targeted area)

Acceptable Use Policy

Email Acceptable Use Policy

Here at Celebrity Agent, we are always looking for ways to improve email deliverability.

Email deliverability is simply the rate at which emails make it to a subscriber's inbox. In efforts to establish and improve your deliverability, we have implemented a few email policies. You'll want to make sure you read these carefully to help answer any questions you may have.

Celebrity Agent Inc. strictly prohibits any involvement in Unsolicited Commercial E-mail campaigns (UCE, more commonly called "Spam").

1. Contact Consent Verification:

• You must complete this consent form prior to importing any contacts to ensure the validity of the contact list and that you have documented consent for each lead being imported.

2. Zero-Tolerance Policy Against Spam:

• Celebrity Agent, Inc. maintains a Zero-Tolerance policy against Spam, whether direct, indirect, or through any affiliate or agent acting on the Client’s behalf.

3. Proof of Consent:

• As determined by Celebrity Agent, Inc.'s sole discretion, the client shall have proof that all individuals in the client's database have opted in or otherwise agreed to receive communications from the client. The client agrees that all leads being imported into Celebrity Agent Inc. have provided consent, and the client has a record of this consent.

4. Solicited (Opt-In) Lists Only:

• All lists used in conjunction with the services provided by Celebrity Agent, Inc. are required to be 100% solicited (opt-in) lists. This means that the individuals on the list have explicitly agreed to receive information from your business entity. The practice of bartering, purchasing, or renting lists of names and sending e-mails to those people is strictly prohibited.

5. Complaint Rate Compliance:

• The complaint rate ("feedback rate") may not exceed the accepted industry standard at the time of transmission. Failure to comply will result in penalties and restrictions as defined under Violations and Penalties, below.

a. As of this writing, the industry standard for spam complaint rates is less than .1% (1/1000) on a per Email/Internet Service Provider basis. It is the client’s sole responsibility to maintain under the then-current industry standard.

b. Exceeding a complaint rate above this rate will result in temporary restriction of email sending from the Celebrity Agent platform while a deliverability specialist reviews your lists and sending practices.

6. Unsubscribe Requests:

• Written unsubscribe requests must be processed immediately. All unsubscribe requests through Celebrity Agent-provided unsubscribe links are processed immediately.

7. Validation of Imported Lists:

• Initial imported lists will have a sample validated. Any lists exceeding 20% invalid contacts will be temporarily restricted while a deliverability specialist reviews your import and contacts you regarding your list. If deemed necessary, you will be charged for additional contact validation costs.

8. Record Retention:

• The client must maintain verifiable records of consent for all contacts imported into the Celebrity Agent platform for a minimum of 24 months. These records should include the date, time, and method of consent.

9. Compliance with New Regulations:

• The client acknowledges that they are responsible for adhering to all applicable laws and regulations, including but not limited to the Telephone Consumer Protection Act (TCPA) and the CAN-SPAM Act, as amended. This includes ensuring contacts have provided explicit consent and that communications are compliant with federal and state laws, as well as any updates to these regulations.

Email Acknowledgement: By signing, I acknowledge and consent to the use of the Celebrity Agent platform to send email messages on my behalf. I also hereby confirm that all contacts have provided their explicit consent to receive such messages, and I understand that I am responsible for compliance with all applicable laws and regulations regarding electronic communications.

SMS Acceptable Use Policy

1. Contact Consent Verification:

• The client is responsible for ensuring that all contacts provided for SMS messaging have given explicit prior written consent to receive such communications. The client must maintain verifiable records of this consent.

2. Compliance with New Regulations:

• The client acknowledges that they are responsible for adherence to all applicable laws and regulations governing SMS messaging, including the TCPA and any updates to these laws effective as of April 2025. This includes honoring opt-out requests promptly (within 10 business days) and ensuring confirmatory opt-out messages contain no marketing content.

3. Revocation of Consent:

• The client acknowledges that recipients may revoke consent at any time through reasonable methods (e.g., replying "STOP"), and the client is responsible for honoring such requests.

4. Prohibited Practices:

Sending SMS messages to contacts who have not provided explicit consent, utilizing purchased or rented lists, or sending marketing messages to individuals on the National Do Not Call (DNC) Registry without valid exceptions is strictly prohibited.

5. Record Retention:

The client must retain consent records for all contacts receiving SMS messages for a minimum of 24 months, including the date, time, and method of consent.

SMS Acknowledgement: By signing, I acknowledge and consent to the use of the Celebrity Agent platform to register my business and send text (SMS) messages on my behalf. I also hereby confirm that all contacts have provided their explicit consent to receive such messages, and I understand that I am responsible for compliance with all applicable laws and regulations regarding electronic SMS/text communications.

Liability Acknowledgement

By signing this Acceptable Use Policy, the client explicitly acknowledges that:

1. The client is solely responsible for ensuring all contacts provided for email or SMS communications have given valid consent, and that the client maintains verifiable records of this consent.

2. Celebrity Agent, Inc. shall not be held liable for any legal or regulatory actions arising from non-compliance with applicable laws or from messages sent to contacts who have not properly opted in.

3. The client agrees to indemnify and hold Celebrity Agent, Inc. harmless against any claims, losses, or damages resulting from their use of the platform in violation of this policy or applicable laws.

Type Your Full Name

Sign Your Full Name

Acceptable Use Policy Acknowledgement

Final Question

If you were answering this question 60 days from today and looking back over that period, what would need to have happened in your experience with Celebrity Agent for you to feel satisfied with your progress?

You're all set !

We've received all of your information and will get to work. If we should have any questions during the set up process, we'll email you at

To provide you with the fastest support response times, we are an email and sms based support team. If you ever need anything, or have any questions, you can send an email to [email protected] or send a text message to (628) 267-2876, and our team will take care of you.

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