Sales Transaction 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 Co-Brokerage 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 can work on that transaction-side only.
Step #4
Certain states require a state-specific co-brokerage form. First, you'll complete this form and sign. Next, we will review and sign.
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