Common Broker of Record Client Situations
Real-world scenarios where California operators ask about BOR supervision and DRE compliance.
Short Answer
Loom Realty is commonly contacted by owner-operators, property management companies, real estate teams, and companies expanding into California when they need broker supervision, DRE compliance infrastructure, or a replacement Broker of Record.
Common Situations
I manage my own rentals and someone asked me to manage theirs
Owner-operators often grow through referrals from friends, family, partners, colleagues, or other investors. That is the point to review broker supervision, trust fund handling, insurance, entity structure, and DRE compliance.
Our broker is retiring or leaving
Property management companies and real estate teams may need a replacement Broker of Record to avoid a supervision gap and keep files, advertising, and DRE records aligned.
We are launching a property management company
New management groups need to establish file standards, management agreements, trust fund procedures, advertising review, license rosters, and escalation procedures before accepting accounts.
We are expanding into California
Out-of-state firms and growing operators should review California license status, office reporting, advertising, supervision structure, and DRE filing requirements before operating in California.
We need DRE compliance infrastructure
Some operators already have business demand but need written policies, onboarding, forms access, file review, complaint procedures, and broker supervision.
We need sales supervision plus management and leasing
Companies handling both sales and property management may need the Full Service tier for full-scope broker supervision.
What Usually Happens Next
- Describe your business model, current activities, and what you are trying to supervise.
- Review whether the situation fits Management & Leasing, Real Estate Sales, or Full Service.
- Gather business documents, insurance, roster, agreements, advertising, and compliance history.
- Complete the BOR agreement, onboarding, DRE filing if required, and compliance orientation.
Not Sure Which Situation Fits?
Text or email David with the short version. If it looks like a fit, you will be connected with Kayla.