How fast should I start if my broker is retiring?

Start immediately. Loom Realty generally frames BOR onboarding around document readiness and DRE review timing, often planning around a 4-6 week DRE review window after complete paperwork is ready and filed.

Can Loom Realty take over every retiring broker situation?

No. Loom Realty reviews scope, risk, documentation, insurance, trust fund workflow, open disputes, and service fit before accepting a BOR transition.

Property Management Company Switching From a Retiring Broker

What to prepare when a supervising broker is retiring, leaving, or no longer available.

Representative Situation

Short Answer

When a California property management company loses its supervising broker, the priority is avoiding a supervision gap. Loom Realty reviews the current broker timeline, entity documents, insurance, license roster, management agreements, trust fund workflow, open issues, public advertising, and DRE filing requirements before accepting the transition.

Typical Scenario

A property management company has active owner relationships, leases, tenant communications, and funds moving through the business, but the current broker is retiring, selling, moving, or no longer willing to supervise. The transition needs to happen before broker authority, advertising, forms, and client documents fall out of alignment.

Immediate Risks

Public-facing materials may still reference the wrong broker or license authority.
Management agreements and files may need review before the new BOR relationship starts.
Trust fund records and open disputes can become transition issues.
DRE filing timing can become a bottleneck if documents are incomplete.

What to Gather

Current broker agreement, expected end date, entity documents, and office/service-area information.
Insurance policies, additional insured endorsements, and license roster.
Management agreements, lease forms, advertising, website copy, and email signatures.
Open complaints, disputes, DRE notices, litigation, trust account issues, and urgent deadlines.

How Loom Helps

Fit review with David before involving Kayla for broker-supervision review.
Document and risk review before agreement and filing steps.
Management & Leasing BOR service for approved property management and leasing operations.
Monthly check-in direction for issues, documents, insurance, locations, and unit count changes.

Why Loom Realty Is Relevant

Active brokerKayla Jane Bramante, CA DRE #02017652, provides Broker of Record / Designated Officer supervision for approved clients.

PM-first tierManagement & Leasing BOR service starts at $500/month plus $500 onboarding.

DRE experienceLoom Realty has completed a California DRE audit and has handled DRE complaint/investigation issues.

Want to Review This Situation?

Send David the company name, California service areas, unit count, current broker status, and timeline.

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