Non-Originating Broker or Introductory Dual Agent Δ Step 1 of 12 8% X/TwitterThis field is for validation purposes and should be left unchanged.Welcome to Excel Financial Group We’re excited to have you join our team! This onboarding form is designed to help get you set up as a loan officer with Excel Financial Group. In this form, you’ll be asked to complete a few standard documents and provide some personal preferences — like how you’d like your e-signature to appear. We’ve embedded Adobe eSign right into this form to make everything quick and secure. Please take a few minutes to fill everything out carefully. If you have any questions, don’t hesitate to reach out. Let’s get started! Your Personal Information Please provide your personal phone number and personal email address. This information is important for internal communication and will not be shared outside of Excel Financial Group. Make sure these are the best ways to reach you directly.Name First Last Full Legal Name First Middle Last PhoneBirthday MM slash DD slash YYYY Excel Email Mailing Address Street Address Address Line 2 City State AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific ZIP Code LLC NameNMLS NumberApplicable State Licence Numbers It’s Time to Sign Now it’s time to complete your required signatures using Adobe eSign. Please review each document carefully and make sure all fields are filled out accurately. Your onboarding won’t be complete until all signatures are submitted. Be sure to finish this step before moving on. Did You Confirm? Have you confirmed your email and received your signed documents via email? If not, please go back and complete that step before moving forward.I verify I have the employee documents In my possession(Required) I do have the documents in my possession Excel Financial Group Details This section covers information specific to your role at Excel Financial Group. This helps us set you up correctly in our system from day one. Your Preferred Excel Email format(Required)This will be your company email address. You can choose the name format (e.g., first.last), but it will always end with @excelfg.com. Computer Name (for IT registry)4-digit Door Code (for building access)Please enter a number from 0 to 9999.Which signature line color option Green Choice Light Choice Head ShotAccepted file types: jpg, png, Max. file size: 50 MB. Excel Financial Group Social This section asks you questions that can help us welcome you to the team on social media. Social Media opt out Opt out Do not post before this date MM slash DD slash YYYY What inspired you to join our team and what are you most excited about in this new chapter?What’s a fun fact about you that most people don’t know?If you had a dream superpower to use at work, what would it be and why?