Dedicated Broker Process

Step #1
Select a Transaction State
Check if we're licensed in the property 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
Request a Broker Affiliation Agreement
First, you'll complete this form and sign. Next, it will be sent to us to review and sign. Once its fully executed, you must send us your insurance certificates (E&O and auto).
Step #4
Firm Application Prep
If your BAA included submitting a firm license application, submit the required forms found on the Firm App Prep page.
Step #5 *
First, you'll complete this form and sign. Next, it will be sent to us for signature. Once fully signed, 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 signature. Once fully signed, you'll email it to the consumer.
Step #7 *
First, you'll complete the form only (not sign yet). Next, it will be sent to us for approval. Once approved, you'll email it to the consumer for signature.
Step #8
Send Us Advertising Materials for Approval
We'll approve them or request revisions. Please review the advertising guidance page. All advertising must be approved.
Step #9
Let Us Know When
You're Expecting to Receive or Submit an LOI or PA
Some states require us to request that certain terms be included in these documents.
Step #10
Send Us Copies of All
Fully 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
The settlement company should provide an earnest money receipt on their letterhead including the amount and date received.
Step #12
Send Us the Closer Info, Prel. Settlement Statement, and the Anticipated Closing Date
We will send the closer an invoice. After closing, we will need a final signed settlement statement.
* In most situations, Steps 5, 6, and 7 can be completed simultaneously.

Need a Broker of Record?

Send us an email with your questions. We'll get back to you within 1 hour.
info@mybrokerofrecord.com