New Client Form

Closer submission // CSM notification

Closer & Program

Closer *

Package *

Setter *

Client name *

Phone *

Business name

Territory / service area

Locked zip codes * (3 to 15, one dealer per zip)

Checked live against every dealer's territory. Red = already sold to another dealer, do not promise it.

Source

Payment structure

Cash collected

Contracted revenue

Payment plan

Guarantee

Guarantee notes

Payment term notes

🏠🔥

The CSM team just got the full breakdown in Slack. They'll call the client and kick off onboarding.