Describe your brokerage and affiliation paths. Makeform creates a real estate broker application form for license details, experience, specialties, references, and support preferences.
Route applications to Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose a complete prompt, adapt it, or send it to the builder. The structure is an example.
Audience
Licensed agents considering a brokerage move
Format
Multi-step application with production and transition details
Prompt size
307 chars
Example form structure
Multi-step application with production and transition details
Contact and active license details
Markets and property specialties
Recent transaction mix
Preferred affiliation and support
Résumé or production summary
Suggested routing tags
Newly licensed
Experienced agent
Team inquiry
Ask for each license jurisdiction, status, and renewal date, not only the number.
Step 1
Apply
agent submits experience, license, and goals
Step 2
Segment
responses route by experience and affiliation path
Step 3
Review
brokerage checks fit and follows up on details
Step 4
Connect
qualified conversations start with shared context
Why use a structured application
Capture the license, market, experience, and priorities a manager needs before a recruiting call.
Put license jurisdictions, experience, specialties, and timing in a consistent structure.
Use conditional logic to show production questions to experienced agents, mentorship questions to new agents, and roster questions to team leaders.
Route each profile to the right manager with the applicant's goals attached.
Applications for different affiliation paths
Choose a scenario, then adapt its fields and routing to your brokerage.
Capture affiliation, timing, market focus, production profile, and desired support.
Ask about training, availability, transferable skills, target markets, and mentorship needs without forcing questions about a production history they do not have.
Branch by asset class, representation type, tools, and designations.
Collect team structure, operating needs, technology, transition timing, and a roster in one organized application.
Build the application workflow
Turn recruiting criteria into a focused form, then share it with prospective agents.
Name the agent types, markets, and affiliation models you support.
Replace sample specialties with your own, mark essential license and contact fields required, and reveal follow-up sections only when they apply.
Share a link or embed it on your recruiting page.
Send notifications to the appropriate manager and organize submissions by experience level, specialty, market, or requested affiliation path.
Application form vs generic intake
Use a short inquiry for broad interest and a structured application for manager review.
Field guide
Build enough structure to support a useful review without turning the first interaction into an exhaustive due-diligence packet. These six sections cover the decision context most brokerage managers need.
Applicant profile
Collect name, email, phone, location, and contact preference. Ask whether the inquiry represents an individual or team.
License details
Ask for each jurisdiction, license type, number, status, and renewal date. Treat answers as review inputs, not verification.
Experience and production
Collect years in the field, transaction mix, property types, and representation experience. Avoid confidential client or deal data.
Markets and specialties
Make neighborhoods, asset classes, client segments, and languages searchable choices, with an other option.
Goals and support
Let applicants rank training, leads, operations, marketing, technology, culture, and team opportunities for follow-up.
References and next steps
Collect useful references and optional files. Explain the review and that submission does not establish employment or affiliation.
Related tools
Connect recruiting with referrals, coaching, listing intake, buyer discovery, and inquiries.
FAQ
Practical answers for brokerage managers creating an agent recruiting and affiliation intake workflow.
It collects structured information from an agent, broker, or team seeking to join or affiliate. It covers contact and license details, history, markets, specialties, goals, references, and support needs. Submission starts a review; it does not establish an affiliation.
Include contact information, applicant type, license jurisdictions and renewal dates, experience, brokerage history, markets, specialties, transaction mix, team status, timing, goals, support priorities, and references. Add optional files when reviewers will use them.
Yes, with conditional sections. New agents can answer about education, transferable skills, availability, and mentorship. Experienced agents can see brokerage history, production, specialty, team, and transition questions.
Yes. Ask for jurisdiction, type, number, self-reported status, and renewal date. Make clear the data is for review, and use your brokerage's own verification process later.
Yes. Branch from residential, commercial, or both. Residential follow-ups can cover clients and neighborhoods; commercial follow-ups can cover asset classes, representation, deal profiles, and geography.
Capture the team lead, roster, markets, operating model, production mix, technology, support needs, lead ownership, and timing. Use individual records when each member needs separate review.
Yes. Makeform is unlimited free for generating, editing, publishing, and collecting responses with your form. The paid tier removes the Makeform badge; it does not unlock basic form creation or impose a submission allowance on the free plan.
Use market, specialty, experience, or team status as routing signals. Notify the appropriate manager and handle evaluation and verification in your internal review process.
Replace scattered recruiting messages with one structured intake.
