CONFIDENTIAL BROKER PROFILE

THIS INFORMATION IS FOR THE CONFIDENTIAL USE OF TRENDZITIONS.

Kindly provide the information requested below so that we may get to know you and your firm better, for the purpose of matching the right fit Broker with the client’s needs, and that we can all meet each other’s expectations.

Please fill out form completely. When completed, print out a copy for your records then click on the Submit button. After 24 hours, please contact us at the following e-mail address for updates: ydemontijo@trendzitions.com.

Company: Year Started: Date Completed: # of FTE
Address:
Phone: Email:
License #: State of Licensing:
Corporation or Partnership: Firm Type:
PRIMARY CONTACT
(include other management & team members)
Titles Year Started with Firm EXT # HOME # MOBILE #

What is your market niche? Please answer all questions below as fully and completely as possible:

Corp Offices Healthcare Hospitality
Professional Services, CPAs, Law firms % Medical/Dental Offices % Hotels %
Insurance Companies % Hospital/Clinics/Laboratories % Restaurants %
Non Profit % Surgery Centers (OSHPOD) % Retail/Shopping Centers %
Financial Institutions Educational Industrial
Banks % Colleges & Universities % Warehouse %
Credit Unions % Sports/Athletes Facility % Manufacturing %
Mortgage Companies % K-12 Schools % R&D %
What RE organizations do you belong to?
What recent continuing ed/seminars have you attended?
What is your average # of deals per year?
What percentage of your deals are leases? Purchases?
What is your primary territory covered?
What are your top 3 issues in negotiating?
How do you handle “red flag” issues?
What outside consultants do you use? Why?
What is your service philosophy for clients?

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