California Property Management Broker Supervision Requirements
A factual checklist for California property managers and owner-operators expanding into outside accounts.
Short Answer
California property management broker supervision should cover licensed broker oversight, complete management files, trust fund handling, advertising review, license rosters, record retention, and procedures for complaints or DRE inquiries. The exact setup depends on the business, accounts, funds handled, staff, and activities being supervised.
Broker Supervision Checklist
- Verify the supervising broker license through the California DRE public license lookup.
- Keep complete property management agreements, leases, notices, disclosures, and owner communications.
- Maintain documented trust fund procedures for rents, security deposits, owner reserves, and disbursements.
- Review advertising and public materials for DRE compliance.
- Keep a current roster of licensed personnel and covered activities.
- Track complaints, disputes, litigation, and DRE correspondence in a central compliance file.
How Loom Realty Handles It
Loom Realty provides statewide California Broker of Record services under Kayla Jane Bramante, CA DRE #02017652. Management & Leasing service is $500/month plus a $500 onboarding fee, with DRE filing fees separate. Onboarding typically takes 4-6 weeks for DRE review after complete paperwork is ready and filed depending on documentation readiness, business complexity, and DRE processing.
Loom Realty works with owner-operators, small property management groups, and growing California rental portfolio operators.
Official DRE References
Need Broker Supervision for Property Management?
Review Loom Realty's DRE compliance services or get started with BOR onboarding.