This one form gives us everything to stand up your account, start your texting registration, and make the assistant sound like you. Bring what you have — you can skip anything and add it later.
This is your own business, not your brokerage's. As a real estate agent you're an independent contractor (1099) — you register under your own entity: your LLC or DBA if you have one, otherwise yourself as a sole proprietor. Your broker is your license umbrella, not the registrant. Use your details exactly as they appear on your IRS / state filing — the texting registration matches against it.
This registers your own business as a texting sender — it's the compliance gate that lets your number send texts. It's the long pole (~1–2 weeks), so we start it day-1. Use your own EIN if you have an LLC/DBA; if you're a sole proprietor, start on your SSN (low-volume path) and add an EIN later. This is not your brokerage's registration.
Authorized representative GO — the person who can authorize registration (usually you).
A new number in your area code, or port the one you already use.
This is what the automated system says it is, who it routes to, and the license ID that has to appear on marketing.
Transaction partners — the automated system can warmly intro buyers, and flag when a referral source goes quiet.
Powers your sphere radar — the automated system watches who you've worked with and flags who's overdue a touch. Upload what you have; files just get staged for your review.
Type your full legal name to sign. These authorize us to register texting on your behalf and to message your contacts with compliant opt-out.
Everything goes to secure storage — not email. Nothing here is shared outside your account.
You can submit with just the GO fields to start the texting clock now, and finish the rest later.