Home Reverse New User Onboarding

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, where to ship their business cards, and what their Home Reverse email 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.

Their home address *Where we ship their business cards once they are printed. Never published.

Apartment, suite or unit

City *

State *

ZIP code *

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 confirmation goes to your email, and we’ll come back to you with any questions.

Add a new user