Insurance visibility
Track carrier, expiration, lapse notes, and whether Kayla Jane Bramante and Loom Realty are listed as additional insureds where required.
California BOR Client Portal and Document Vault
Why $500/month BOR clients should not be stuck emailing insurance and corporate documents forever.
Premium Client System
Short Answer
A premium Broker of Record service should track more than messages. Loom Realty is building a private client vault for BOR agreements, insurance, additional insured endorsements, corporate documents, billing status, unit count, locations, claims, disputes, DRE notices, and monthly check-ins.
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 a flat $250 per represented seller/buyer side, with no commission percentage fee. 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.
Monthly check-ins
Capture claims, disputes, complaints, DRE notices, operating changes, new units, and open compliance issues.
Document status
Use Missing, Submitted, Under Review, Approved, Needs Update, and Expired statuses instead of searching email threads.
Admin oversight
Loom team can review users, leads, subscribers, and client compliance records from the admin dashboard direction.
Common Questions
Should BOR clients email documents or use a portal?
Email is acceptable for interim communication, but a private portal is better for tracking document status, expiration dates, compliance gaps, and monthly supervision records.
What documents should a BOR client vault track?
BOR agreement, insurance, additional insured endorsements, corporate documents, DRE/license docs, billing authorization, claims/disputes, complaints, and monthly BOR check-in attachments.
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.