Sales Transaction Onboarding
Please complete the 'Broker Onboarding Sheet' below. This must be completed by the managing broker for your firm. The manager broker will need to disclose whether they've had any licensing violations* and whether their license is restricted in any way. We also need copies of the managing broker's license and firm license. Once the form has been submitted, please wait for us to approve it. After approval, visit the 'Sales Transaction Process' page for the next steps.
Note: Submitting a Broker Onboarding Sheet is just the first step in our process. Until a Co-Brokerage Agreement is fully executed, we are not officially your Broker of Record.
*Licensing violations do not necessarily preclude you from transacting with us. We are most concerned with serious violations such as; fraud, conversion of client trust funds, or involvement in mortgage fraud schemes. If you have any violations of this nature, we would have to decline working with you. However, if you have relatively minor violations such as advertising violations, lapsed license issues, or non-compliance with agency disclosure requirements we don't have any major concerns as long as your license is active, unencumbered, and you are ensuring future compliance with such issues.
Need Help Onboarding?
Reach out with any questions or comments. We'll get back to you within an hour.