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
Request 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
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 *
Fill Out an Agency Disclosure Summary
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 *
Fill Out a Transaction State Agency Disclosure ("TSAD")
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 *
Fill Out a Listing Agreement or Buyer Service Agreement
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
The settlement company should provide an earnest money receipt on their letterhead including the amount and date received.
Step #12
Send Us the Closer's Contact Info 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