How to switch real estate brokerages without losing momentum.

1. 01

   Contracts and obligations

   Independent contractor agreement, notice period, pending transactions, referral and team agreements, non-solicit language, outstanding fees or advances.

2. 02

   Licensing and compliance

   License transfer with your state regulator, association and MLS memberships, supervision and record-retention duties, advertising and disclosure requirements.

3. 03

   Technology and data

   CRM export, contact and transaction history, websites and domains, email accounts, marketing assets, IDX feeds, and what you are contractually allowed to take.

4. 04

   Brand and client communication

   Signage, listing presentations, active-client notice, listing re-paperwork, and consistent messaging that does not disparage anyone.

5. 05

   Team and agent communication

   Who you tell, in what order, and what you owe the people who report to you or rely on you before anything becomes public.

6. 06

   Timing

   Effective dates, closing calendar, listing expirations, dues and renewal cycles, and the quietest window for your business.

7. 07

   Stakeholders and decision-makers

   Partners, spouse, counsel, accountant, brokerage principals, and anyone whose agreement is required rather than merely helpful.

8. 08

   Verified official materials

   Every economic or program question answered in writing against current official brokerage materials before you sign — not from a summary, and not from this page.

FIELD GUIDE | CALIFORNIA

California Brokerage Transition Field Guide

A practical readiness workbook for agents, team leaders, and brokerage owners evaluating a move. Thirteen fillable pages with clickable official California DRE references.

04 — State-specific guides

State-specific guides

Don't see your state? Reach out to your RGC sponsor — we can often walk you through the process one-on-one while a formal guide is being prepared.