California Broker of Record Readiness Checklist

What property managers, owner-operators, and real estate teams should prepare before BOR onboarding.

Short Answer

Before starting Broker of Record onboarding, gather your business entity information, license roster, insurance, management agreements, trust fund procedures, advertising materials, current files, and any compliance history that should be reviewed. Better document readiness usually makes onboarding faster and cleaner.

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By submitting, you are asking Loom Realty to contact you about Broker of Record services. No legal, tax, insurance, escrow, business brokerage, M&A brokerage, or financial advice is provided through this form.

Loom Realty Management & Leasing Tier

The most common starting point is Management & Leasing: $500/month plus a $500 onboarding fee. DRE filing fees are separate. Plan around 4-6 weeks for DRE review after complete paperwork is ready and filed, depending on document readiness, business complexity, and DRE processing.

Official DRE References

California DRE Licensee ResourcesCalifornia DRE Public License LookupDRE Trust Funds GuideDRE Broker Compliance Evaluation ManualDRE Property Management Reference Chapter

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