Information to help us better 

serve you and your clients!

• Please fill out the Intake Forms. Without those, your transaction could become lost in a sea of emails! The Intake Forms alert the entire TC Department and we can jump on your transaction right away.

• Please fully fill out the Intake Form. We really do need contact phone numbers, emails, marital status, etc☺️

• Whenever emailing the TC Department, please use the tc@weareadvisors.com email address so we can better serve you

• If you call and get our voicemail, please leave a message so we can have any needed information ready when we call you back

• Just a reminder that we do not handle anything regarding the Earnest Money for your buyers. You must send out the link to request the earnest money from your buyer, once received you must receipt the actual page of the contract, and then send that receipted page of the contract to the co-op agent

• Please do not fill out an Buyer Sale intake form until you have a fully executed purchase contract

• If a transaction falls through please alert the TC Department immediately

• Please alert us when there are addendums/changes to the contract. We are not alerted of addendums in Dotloop/Lone Wolf etc.

• Our hours are Monday-Friday from 9:00am-5:00pm