Immediate risk
Do not wait until supervision is already gone. Operating gaps can create licensing, advertising, trust fund, and contract problems.
My Broker Is Retiring or Leaving: California BOR Transition
A practical path for property management companies that need replacement broker supervision.
Urgent Transition
Short Answer
If your broker is retiring, leaving, selling the business, or no longer supervising your property management company, start the BOR transition immediately. You need to review your current agreement, gather insurance and entity documents, confirm current files, sign the new BOR agreement, complete required DRE filing, and update public materials.
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.
Documents to gather
Entity docs, E&O insurance, additional insured endorsements, management agreements, current roster, unit count, and open issues.
Transition workflow
Loom Realty uses fit review, onboarding, agreement, document vault, DRE filing, and monthly check-ins.
Fastest next step
Use the BOR fit check and include your current broker end date, unit count, locations, and urgent issues.
Common Questions
How fast can a California BOR transition happen?
Timing depends on documents, agreement status, business complexity, and DRE processing. Loom Realty generally frames onboarding as 4-6 weeks for DRE review after complete paperwork is ready and filed.
What if my current broker stops responding?
Document the timeline, gather all current operating records, and start replacement BOR review immediately. You may also need advice from qualified legal counsel depending on your agreement and operating risk.
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.