MHG Offboarding Questionnaire

IMPORTANT: THE FOLLOWING DEPARTMENTS HAVE ACTION ITEMS LISTED IN THE FORM BELOW

CAREERS

MARKETING

CLOSING

ACCOUNTING

BROKERS

OWNERS

Agent Info

Name

First Last

Phone

License Number

When did Agent join MHG?

Is this Agent a top producer?

Diamond Club ($10M+)

Elite Producers ($7-9.9M)

Premier Producers Club ($5-6.9M)

New Licensee (>2years)

In the last 2 years

Is this Agent leaving a team?

Team Name | Alternate email address

Did this agent provide written notice to the brokerage?

ACCOUNTING

Has agent already severed through ADRE?

Does this agent have existing listings?

If yes - provide sever form to Agent https://myhomegroup.com/agent-sever

Tools & Systems

Agent Services Accounting Front Desk

What MHG/Partner tools does the Agent have?

kvCore

Realia

MHG App

MyMarketplace

Other

1. Is the Agent paying for another Agent's tools/systems/platforms? Is someone paying for this Agent's tools/systems/platforms?

List all

Does the agent have key fobs or office access anywhere?

Yes - Scottsdale

Yes - Mesa

Yes - Chandler

Yes - Goodyear

Yes - Prescott

Does the agent have MHG Signs to return or that they are currently renting?

Is the agent leaving the industry?

No - (Talk about Teams, UXM, Contract Assist, MyLuxury, Tools/Systems, Plans, Partners)

No - Taking a Break (Talk about MRN)

No - Going to a new brokerage (list reason below)

Yes - (Talk about MRN)

Association Dues Sever

Other (Leave notes below)

Select All that Apply and leave notes below

Notes:

Teams & New Brokerage Info

What attracted you to the Team/Brokerage?

Why are you making the decision to leave MHG?

What brokerage is the Agent joining? What tools/services etc, do they have - what is getting you excited to do this?

Is the other brokerage offering something that MHG does not?

Our Doors are Always Open

Are there things you did not enjoy about MHG?

Are there things you wish we had?

What have we done right and what do you like about MHG?

Is there anything we could do to have you stay with us? Is there still an opportunity for you to come back or not leave? Even if you leave, we would love to always welcome you back with open arms, we're always growing and improving and we really value you.

Would you still be interested in being included in our classes and events? - we would love to have you attend and keep in touch

Provide alternate email if not already given and any additional notes

Agent Offboarding Form - Tiffany

Agent Info

Tools & Systems

Teams & New Brokerage Info

Our Doors are Always Open