Your team deserves a real operating model.

Before moving a team, define how licensed people, leads, records, approvals and compensation will actually work. Use this agenda to review the setup directly with the Anchor House broker.

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 / Team roles

List each licensed agent, leader and staff position; confirm supervising broker, advertising approval, unlicensed assistant duties and escalation responsibilities.

02 / Leads and CRM

Define self-generated, team-generated and company-generated leads, ownership, access and reassignment. Confirm privacy permissions and what happens when an agent exits.

03 / Team economics

Use published individual plans as the baseline. Document any separately approved team compensation arrangement, referral fees, risk charges, recurring fees and payout controls.

04 / Client and file review

Confirm who signs listing and buyer agreements, monitors contract dates, checks documents and has authority to approve sensitive decisions.

05 / Brand and technology

Verify team names, logos, online profiles, websites, marketing approval, CRM visibility, software seats and document permissions before promising them to members.

06 / Growth and departure

Set out onboarding for future members, market or license coverage, team marketing responsibilities, access revocation and records retention in writing.

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 is the supervising broker for each licensee?What team dashboard or CRM permissions are actually enabled today?How will company leads and referral charges be allocated?Who pays for team seats, marketing and administrative support?What agreement controls brand, client data and commission treatment when someone exits?

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.

Team plans and privileges are reviewed individually; no negotiated split, staffed service, automated lead supply or software entitlement is promised by this guide.

Discuss my team structure Meet the Florida broker