Agent 2.0 Setup Form

A few answers need fixing before you can submit:

1About you

First name

Last name

Your cell number

A cell, not a landline or VoIP number.

Your email

Which brokerage are you with?

2Your contact list

Export everyone from your CRM: past clients, leads, sphere.

Upload your contact list

CSV or Excel file (.csv, .xls, .xlsx), up to 20 MB.

Not sure how? Guides: Follow Up Boss · Lofty · Google Contacts. A spreadsheet works too.

Which CRM is your list from?

Who on your list are past clients, or have bought a rental, flipped or asked you about investing?

They hear from you first. None? Type NONE.

3Your business, for phone carrier registration

Carriers check these against government records, so use your exact legal details.

Your business type

Your business's legal name, exactly as registered

Sole proprietor? Your full legal name.

Your CRA Business Number (or US EIN)

The 9 digits only. No business number? Type NONE.

Your job title

Business street address

Start with the house or unit number. No PO boxes.

City

Country

Province / state

Postal code

4Your phone number

A new number, or your own?

Preferred area code for your new number

5Your assistant and your voice

What first name should your AI phone assistant answer with?

Paste 2 or 3 texts or emails you've sent clients

Anything we should never say to your contacts?

A property you or an investor client are looking at

We build your first investor report and pitch deck from it before your call.

Your Google review link

No Google Business Profile yet? Type NONE.

6Your brand, your market and your hours

This goes on your investor reports, pitch decks and emails, and tells your assistant and outreach who you work with and when you can take calls.

Your headshot, if you have one

A photo of you (JPG, PNG or HEIC), up to 10 MB. No headshot? Leave it empty.

Your logo, if you have one

PNG, JPG or SVG, up to 10 MB. No logo? Leave it empty.

Your brand colour

Used on your reports and pitch decks. Not sure? Leave the navy.

Which areas do you serve?

Who do you want more of?

Your typical price range

When can calls be booked with you?

Your AI only books calls inside these hours.

If a caller needs you urgently, which number should your assistant pass them to?

How do you sign your messages?

Your Instagram, Facebook or LinkedIn links

7Your domain

Your outreach emails send from your own domain (like you@yourname.ca), and carriers need two short pages on it before they approve your texting: a privacy policy and texting terms. We set those up. Your current website stays exactly as it is, and we never buy domains for you.

Do you have a domain?

Your domain

Just the name, e.g. yourname.ca. We never ask for your password.

Who can log in to your domain account (GoDaddy, Namecheap…)?

We email them 3 to 5 settings to paste in. That's all they do; your website and inbox aren't touched.

Your current website, if you have one

Where should replies to your outreach go?

Gmail is fine. Every reply lands here.

8Anything else

Optional. Anything that helps us build it the way you want.

Anything else we should know or use?

Extra files

Up to 5 files (photos, PDFs, a past flyer…), 20 MB in total.

9Agreements

Billing: I authorize Canadian Real Estate Developers Academy Inc. to charge the card I paid with today for my account's usage, at cost, billed monthly with an itemized receipt: texts, calls, emails and AI minutes. I won't be asked to enter a card again.

I am responsible for every call, text and email sent from my account: I have consent to contact everyone I upload, and I follow Canada's anti-spam law (CASL), the CRTC National Do Not Call List rules and, for any US contacts, the TCPA and US Do Not Call rules. The Agent 2.0 team (Canadian Real Estate Developers Academy Inc.) provides software and setup only, and does not decide who I contact or what I send. I authorize the Agent 2.0 team to set up my phone number and submit my carrier (A2P) registration in my business's name, using the answers on this form.

I consent to receive non-marketing text messages from the Agent 2.0 team (Canadian Real Estate Developers Academy Inc.) about my install. Message frequency varies, message & data rates may apply. Text HELP for assistance, reply STOP to opt out.

Your setup form

1About you

2Your contact list

3Your business, for phone carrier registration

4Your phone number

5Your assistant and your voice

6Your brand, your market and your hours

7Your domain

8Anything else

9Agreements