Brokerage onboarding

Welcome to Versatile.
Let's build your recruiting engine.

This survey gives our team everything we need to build your recruitment campaigns, funnel and client portal. Please finish it before your kick-off call.

About 15 minto complete
9 short stepswith a progress bar
One upload areafor every brand file

Have these ready

  • Logo files, plus your brand colours and fonts
  • Photos and videos of your office, team and events
  • Agent testimonials and success stories
  • Your commission split or fee model
  • Facebook page and Meta Business Manager ID
  • Who approves creative and takes recruiting calls

Tell us about your brokerage

The basics we need to set up your campaigns, targeting and accounts.


Your Team


Your main contact, plus the people who approve creative and take recruiting calls.


Your Story

This becomes the voice of every ad, page and message we write. Write it the way you’d say it.

Ideal Agent

Helps us pick the right audiences, angles and qualifying questions.

The Proof


Real results make the strongest ads. Paste what you have; we’ll shape it.


Brand Assets

Upload everything here. It goes straight to your media library so our team can start building.

Your Accounts

We’ll send partner requests. Not sure about something? Leave it blank and we’ll sort it out on the kick-off call.


Texting Setup

Carriers require this before we can text your leads (A2P registration). Leave it blank to complete it on the kick-off call.

Your Goals

Tell us what success looks like so we build toward it from day one.