Active supervision
Look for real broker availability, documented processes, file standards, and practical compliance review.
Best Broker of Record Service in California
How property management companies should compare California BOR providers.
Best BOR Service
Short Answer
The best California Designated Officer or BOR service for a property management company should provide active supervision, DRE compliance oversight, advertising review, document tracking, insurance monitoring, and clear communication. Loom offers selective property-management trust-account review only by separate written approval and does not handle leasing or sales trust funds.
Management, leasing and/or real estate sales supervision is included at $500/month within the approved scope, plus $500 one-time Loom onboarding. Required trust-account admin is $100 per approved account per month. Each newly onboarded property is $50; each qualifying new lease is $30; renewals and extensions have no fee. Corporate-DO closed sales are 1% of gross commission received per represented seller/buyer side plus $250 per side. Both sides represented means two side fees. Airbnb/Vrbo bookings of 1–29 days have no per-booking fee. DRE and third-party costs are separate. See pricing and monthly examples.
Property management focus
Sales-only brokerages often miss trust fund, leasing, owner statement, and management agreement issues.
Proof of operations
Loom Realty brings 70+ exclusives, nearly $100M in sales volume, nearly 530 units, and DRE audit experience.
Premium client system
The Loom Client Vault is designed to track BOR agreements, insurance, corporate docs, billing, unit counts, and monthly issues.
Common Questions
What should I ask before hiring a California Broker of Record?
Ask about DRE audit experience, trust fund review, advertising review, insurance requirements, file standards, communication cadence, pricing, client portal workflows, and how complaints or DRE notices are handled.
Is Loom Realty a fit for every real estate company?
No. Loom Realty is strongest for California property management, leasing, owner-operator, broker-transition, and compliance-focused BOR situations. The fit check is the fastest way to confirm.
For management-specific criteria, use the property-management broker-supervision checklist.
Lead Capture
Want a practical BOR recommendation?
Send your company, city/counties served, unit count, current broker status, and timeline.