Dedicated Broker Process

Step #1
Select a Transaction State
Check if we're licensed in the transaction state. We are always working on adding new states to our licensing footprint!
Step #2
Have You Worked with Us Before?
Yes: Go to Step #3 No: Go to our Onboarding Page. Once approved, go to Step #3.
Step #3
Fill out and Sign a Broker Affiliation Agreement
First, you'll complete this form and sign. Next, it will be sent to us to sign. Once its fully executed, you must send us your insurance certificates (auto & E&O).
Step #4
Submit Your License Transfer Request
If applicable, submit your transfer request with the regulatory agency. You cannot broker transactions with us until this process is complete.
Step #5 *
First, you'll complete this form and sign. Next, it will be sent to us for approval. Once approved, you'll email it to the consumer
Step #6 *
First, you'll complete this form and sign. Next, it will be sent to us for approval. Once approved, you'll email it to the consumer.
Step #7 *
First, you'll complete the form only. Next, it will be sent to us for approval. Once approved, you'll email it to the consumer for signature.
Step #8
Send Us Your Advertising Materials for Approval
We'll approve them or request revisions. Please review the advertising guidance page.
Step #9
Let Us Know When You're Expecting an LOI or PA
Some states require us to request that certain terms be included in these documents.
Step #10
Send Us Copies of Executed LOIs, PAs, and Amendments.
We are required to maintain a complete transaction file for any regulatory audits.
Step #11
Send Us All Earnest Money Receipts
We are required to maintain earnest money receipts for regulatory audits.
Step #12
After Closing, Send Us the Settlement Statement
We are required to maintain final, signed settlement statements for regulatory audits.
* In most situations, Steps 5, 6, and 7 can be completed simultaneously.

Have Questions on Our Process?

Submit your questions in the form, we'll get back to you within an hour.