Move your license. Preserve your momentum.

Your clients, open files, referral commitments and business identity deserve a coordinated move. This practical decision planner helps you verify every step before you change brokerages.

Compare current plan economics Discuss my fit with the broker

Six matters to verify before committing

Use these points in a private conversation. The availability, procedures and written commitments of the selected plan determine the real answer.

01 / Open business

List open transactions, existing listing and buyer agreements, referral obligations and commission responsibilities. Confirm any transfer with the supervising brokers and clients where required.

02 / Customer continuity

Document your approved CRM export, contacts, email, website, phone, advertising, listing photos and branding. Do not move private records without the necessary rights and consent.

03 / License and MLS

Verify Florida DBPR affiliation changes, board/MLS access, insurance and supervision effective dates. Avoid a gap in lawful practice.

04 / Real brokerage economics

Model full GCI, closed sides, average sale price, company-generated referrals, split and cap rules, compliance/E&O, recurring fees and sale-price-related risk charges.

05 / Broker access

Ask who reviews contracts and advertising, how urgent deal questions are escalated, what training is included and what is provided in writing.

06 / First new files

Confirm your signed agreement and eligible tools, test the authorized client and transaction processes and review the handoff before client deadlines.

Bring these questions to your broker meeting

Check off what has been answered clearly. This exercise stays in your browser and does not submit client information.

Who supervises the open file after a permitted transfer?Which data can legally move from my existing CRM?Are sale-price risk fees or company referral fees charged under my plan?What exact response and file-review support does my plan include?What happens to my business records and clients if I later leave?

0 of 5 items reviewed

Use this checklist as a conversation agenda rather than assuming a brokerage feature is automatically included.

Preview the fictional agent workspace or review currently published plans before deciding.

Make an informed move.

This is an educational decision guide, not legal advice, an automatic license transfer or a guarantee of brokerage support, leads or earnings.

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