Realtor Intake — DIS strategy

1. About You

Full name *

Team name

Brokerage *

Supervising broker *

NJ license number *

Website

Phone *

Email *

2. Google Business Profile

Do you already have a Google Business Profile? *

Yes No Not sure

Is it verified?

Verified means you can edit it freely and it shows publicly on Google.

Yes No Not sure

Profile link or exact business name on Google

How does your location show?

Address shown Service area only Not sure

I'll add contact@disstrategy.com as a Manager on my profile. DIS never asks for passwords. *

3. Your Market

Towns / areas you want to be found in *

Up to 10, separated by commas.

Languages you work in

What makes you different from other agents in your area?

1–3 sentences. We'll use this in your posts and profile.

4. Brand Assets

Professional headshot *

Logo (team or brokerage)

Listing or sold photos to feature

Select several at once. Keep total uploads under 20 MB.

Brokerage branding rules we must follow

Required disclaimers, logo placement, etc.

5. Lead Sources

Can you send a weekly expired/withdrawn MLS export? *

Yes No Need help with this

Which MLS are you on?

CRM you use, if any

Past-client / sphere list for reactivation?

Uploading below Will send separately No

Upload past-client list

Spreadsheet or CSV with name, phone, email.

6. Lead Handoff

How should we send you qualified leads? *

Text Email Phone call Directly into CRM

Handoff phone/email, if different from above

What makes a lead "qualified" for you?

Timeline, price range, pre-approval, etc.

Minimum price point to pursue

7. Weekly Check-In

Preferred day and time *

Who will attend?

Me A team member Either

Team member name & contact (if applicable)

8. Acknowledgments

The trial is free for 90 days and there's no obligation to continue. Any future compensation is a flat fee, never per closing or per transaction. DIS does not guarantee a specific number of leads, appointments, or closings. Calling lists are scrubbed against the National Do-Not-Call Registry and calls are made only 9 AM – 7 PM.

Preferred trial start date

Google Business Profile & Lead Generation Intake

1. About You

2. Google Business Profile

3. Your Market

4. Brand Assets

5. Lead Sources

6. Lead Handoff

7. Weekly Check-In

8. Acknowledgments

You're all set!