New User Intake | Home Reverse

1 · Who is this?

The basics we need to create their account.

First name *

Last name *

Job title *Used exactly as written, on their pages, signature and business card.

Preferred display nameOnly if it differs from “First Last” — for example including credentials.

2 · Contact details

How we reach them, and what their Home Reverse address will be.

Their personal email *Their own address, not a Home Reverse one. Their account invite goes here.

Their current mobile number *Never published. Their business number is issued separately.

Start date

Preferred Home Reverse emailLeave blank unless their first name is already taken.

3 · Licensing

This decides how their NMLS shows on every page, and whether they can be given leads.

Does this person hold an active NMLS license? *

Yes No

4 · Availability

Their booking calendar is built from this.

Time zone *Set this correctly — their whole calendar is built relative to it.

Day starts

Day ends

5 · Photo & profile

Used on their bio page, booking page, email signature and business card.

HeadshotA good phone photo is fine. Send the highest quality version you have.

No photo available — use their initials instead. Perfectly fine; nothing is held up by this.

Do they speak Spanish? *Adds a “Hablo español” marker to their pages.

Yes No

Anything else we should know?

6 · Leads

Please answer both — routing is never assumed from someone’s job title.

Should this person receive leads automatically from the shared rotation? *

Yes No

Should they get their own personal referral link? *Any lead who uses it is locked to them.

Yes No

7 · Paperwork

Last step. Please don’t attach tax or licensing documents here — send those separately.

Their licensing paperwork and W‑9 have been sent separately and are complete.

Your name *So we know who to come back to with any questions.

Add a new user