Agent / Agency Forms

Internal agency, admin, and compliance forms. (4 templates)

Risk RatingPDF

Client Risk Rating

agent-client-risk-rating.pdf

Use case:client risk screening
Required fields:6
Mapped fields:3 mapped
Status:golden-certified
CommissionPDF

Commission Declaration

agent-commission-declaration-2024.pdf

Use case:commission declaration
Required fields:26
Mapped fields:26 mapped
Status:golden-certified
InvoicePDF

Invoice Template

agent-invoice-template.pdf

Use case:all
Required fields:6
Mapped fields:2 mapped
Status:Prototype mapped
FIC / FICAPDF

FIC Risk Assessment Screening

agent-new-FIC-Risk-Assessment-Screening.pdf

Use case:tenant onboarding, purchaser onboarding, client risk screening
Required fields:9
Mapped fields:94 mapped
Status:golden-certified

Commercial Lease Forms

Forms required for commercial leasing workflows. (4 templates)

Tenant FICPDF

Commercial Tenant FIC — Natural Person

commercial-tenant-new-fic-natural-person-form.pdf

Use case:commercial lease
Required fields:6
Mapped fields:3 mapped
Status:golden-certified
Credit Check & FICPDF

Commercial Lessee Credit Check and FIC

commerical-lessee-doc01-credit-check-and-fic-doc-2025.3.9.01-natural-and-legal-persons.pdf

Use case:commercial lease
Required fields:6
Mapped fields:69 mapped
Status:golden-certified
Entity RepresentationPDF

Individual Acting on Behalf of Entity

commercial-individual-acting-on-behalf-of-entity-1.pdf

Use case:commercial lease, commercial sales
Required fields:6
Mapped fields:2 mapped
Status:golden-certified
Lease Agreement SummaryPDF

Commercial Lease Agreement Transaction Summary

agent-commerical-lease-agreement-transaction-summary.pdf

Use case:commercial lease
Required fields:8
Mapped fields:25 mapped
Status:golden-certified

Commercial Sales Forms

Forms required for commercial sales workflows. (3 templates)

Entity RepresentationPDF

Individual Acting on Behalf of Entity

commercial-individual-acting-on-behalf-of-entity-1.pdf

Use case:commercial lease, commercial sales
Required fields:6
Mapped fields:2 mapped
Status:golden-certified
Purchaser FICAPDF

Commercial Purchaser FICA — Natural Person

commerical-purchaser-information-fica-document-natural-person-2023.pdf

Use case:commercial sales
Required fields:6
Mapped fields:2 mapped
Status:golden-certified
Purchaser FICAPDF

Commercial Purchaser FICA — Legal Person

commerical-purchaser-information-fica-document-legal-person-2023.pdf

Use case:commercial sales
Required fields:6
Mapped fields:2 mapped
Status:golden-certified

Residential Lease Forms

Forms required for residential leasing workflows. (0 templates)

No residential lease forms have been added yet.

Upload or map residential lease forms here.

Residential Sale Forms

Forms required for residential sales workflows. (0 templates)

No residential sale forms have been added yet.

Upload or map residential sale forms here.