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Free Agency Franchise Application Template | FormLM

Recruit franchisees with a complete application — licence history, team, production, territory and funding — reviewed on files, not coffee impressions.

~20 min application
8 franchise fields
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Quick answer

Use it to screen brokerage-franchise candidates before any meeting: applicants submit licence history, current team, past production, target territory and funding capacity, so the franchisor shortlists on documented evidence rather than a good first impression. It is a first-pass intake — not a credit check or formal background vetting.

Disclaimer: an application intake form; franchise offers and disclosures remain governed by your jurisdiction's franchise laws and the formal agreement.

Blocks follow standard franchise-discovery questionnaires used by growing networks.

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About this template

Good franchise partners are made of paperwork they are proud of. This application collects the whole business picture — agency identity and licence history, current team and production by year, territory and property mix, premises status, funding for the build-out and the growth plan behind applying — so expansion reviews happen on complete files instead of coffee meetings and impressions.

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Live Preview

Sample form preview (fillable once the app is published).

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Fill it in to see how responses flow.
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What's Included

Everything you need to run this template.

1

Identity and licence

Agency entity, numbers and history.

2

Team and production

Heads and closings by year.

3

Territory and mix

Where they play and in what segments.

4

Funds and plan

Capital ready and the two-year ramp.

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How It Works

From copy to deliverable in four steps.

1

Use this template

Put it on your franchise page.

2

Applicant files complete

Eight blocks, attachments in.

3

Expansion team reviews

Same rubric, every file.

4

Decide and brief

Fast yes, clear no, useful either way.

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Who Is This For

Pick your role — see how it fits your workflow.

1

Expansion managers

Pipeline without guesswork.

2

Independent agencies

One application, many networks.

3

Franchise boards

Evidence for committee votes.

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Key Features

What makes this template work as a professional deliverable.

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Sample Questions Inside

A preview of real questions — the full version lets you customize every field.

  1. Agency legal name, entity and registration number
  2. Licence history: current number, sanctions or complaints?
  3. Years trading and team structure today
  4. Production by year: closings and GCI
  5. Target territory and property mix
  6. Premises: owned, leased or to be fitted
  7. Capital available for build-out and first-year fees
  8. What the franchise makes possible that independence did not
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Frequently Asked Questions

Is a franchise application legally regulated?
In many jurisdictions the disclosure document and cooling-off regime are statutory — this form collects the application side and keeps your legal pack in front of it.
How long should the application be?
Twenty honest minutes; expansion teams lose more to abandoned long forms than to bold answers.
Should production data really be shared?
Only up to trust: many networks accept ranges at stage one and statements at the site-visit stage; the form can split accordingly.
What separates a strong file?
The growth-plan line — networks approve operators who can name what the brand unlocks for their numbers.
Can it double as a branch-partner form?
Yes — swap franchise terms for co-operation rows; the dossier shape serves both.
Do applicants get feedback?
Set a date-bound decision expectation in the form's closing line; candidate markets are small and reputations travel.

Review partners on complete files

Licence, team, territory, capital — applied once, decided fairly.