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.
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.
Lead Capture
Want a practical BOR recommendation?
Send your company, city/counties served, unit count, current broker status, and timeline.