Equita Agency
–
Dashboard
Contracting
Contracting
· Agent intake
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Email
Password
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Uses the same login as your Agency Dashboard.
New intake
My submissions
Agent (the recruit)
First name
Last name
Email *
Phone
City
State
NPN
Builder — auto-resolved
Submitting builder
Resolving…
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Carriers appointed
Carrier Level Mirror
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Internal details
Lead source
(internal)
Program
(internal)
Submit contracting request
Submitted contracting forms — stage tracking
Submitted, no profile
Login, no contract
1–2 contracts
3+ contracts
Writing # logged
Date
Agent
Intake Form
Affiliation
Level
Carriers
Status
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Intake form
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✕
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