Advisor Intake — Sales Homie

Sales Homie

Advisor Intake

Step 1 of 5 — Engagement type

Step 1 of 5

How will you go to market?

This shapes your branding, email options, and how you're introduced to clients.

Please select an engagement type to continue.

Step 2 of 5

Your information

All information is stored securely and used only for your advisor record and agreement.

First name *

Last name *

Street address *

City *

State *

ZIP code *

Title / Role *

Personal email *

Phone *

LinkedIn profile URL *

Branded advisor details

Your brand / company name *

Co-branding preference

How your brand is presented alongside Sales Homie on your agreement

Please fill in all required fields.

Step 3 of 5

Choose your @saleshomie.com email

Sales Homie will provision your email address in Zoho. Choose the format that works best for you.

As a Branded Advisor, a @saleshomie.com email is optional. It can be useful for client communication that involves Sales Homie directly.

I'd like a @saleshomie.com email addressOptional for Branded Advisors

Your name for the email *

Preferred format

Your email will be: first@saleshomie.com

Please complete your email preference.

Step 4 of 5

Documents

Upload what you have now. Anything missing can be added later — we'll send daily reminders until everything is on file.

Your Advisor Agreement, Compensation Plan Agreement, and NDA will be sent to your email automatically for signature as soon as you submit this form — no upload needed for those.

All agreements must be signed and all insurance certificates must be on file before Sales Homie can:

1. Issue your @saleshomie.com email address
2. Post your profile on the Sales Homie advisor page

Upload what you have now — anything missing can be added later and we'll send daily reminders.

Advisor AgreementSent to your email for signature after you submit

Compensation Plan AgreementSent to your email for signature after you submit

Non-Disclosure Agreement (NDA)Sent to your email for signature after you submit

W-9 Tax FormRequired before first payment

GL Insurance COI$1M/$2M — Sales Homie LLC as additional insured

E&O Insurance COI$1M — Sales Homie LLC as additional insured

Cyber Liability COI$500K — required if handling client data (optional otherwise)

Step 5 of 5

Review & submit

Make sure everything looks right before submitting. You can go back and edit anything.

I confirm that all information provided is accurate and complete to the best of my knowledge. I understand that Sales Homie will reach out regarding any missing documents or next steps.

Please confirm the accuracy of your information to submit.

Submitting your application — this takes about 10 seconds.
Please don't click the back button or navigate away until you see the confirmation screen.

🎉

You're in the system!

Your advisor application has been submitted to Sales Homie. Our team will review your information and follow up within 1 business day.

Your Advisor Agreement, Compensation Plan Agreement, and NDA are on their way to your email now for signature.

Still needed from you

We'll send you daily reminders until these are received.