One broker of record. Every state you need one.

If your company holds (or intends to hold) a real estate brokerage license in a state, that state requires an individually licensed broker to sponsor it. Texas calls it a Designated Broker. Florida and Georgia call it a Qualifying Broker. Utah calls it a Principal Broker. The title varies; the obligation is the same — personal, ongoing responsibility to the state commission for the firm's licensed activity.

Most engagements move from first conversation to active coverage in two to four weeks. The gating item is almost always state-commission processing time, not our side.

We supervise. When agents or licensed property managers are sponsored under a firm we cover, active oversight is part of every engagement — availability for contract and compliance questions, review of transaction documents where state rules require it, oversight of continuing education and renewals, and a clear escalation path for conduct matters. We don't take the "name-on-the-license" arrangement. It's not what the state commissions expect, and it's not what protects the firm if anything is ever scrutinized.

Both. We have prior and current engagements with commercial real estate operators across multiple states, spanning commercial brokerages, development firms, and investor-facing entities (office, retail, industrial, multifamily, mixed-use). CRE engagements are scoped the same way any other engagement is — by the supervisory effort the business actually requires.

Yes. Property management firms are one of our core fits. In most states, property-management activity falls under the real estate brokerage umbrella and requires a broker of record who supervises both transactions and any licensed property managers or leasing agents under the firm. We handle that whole surface, and the engagement is priced to the size of your licensee roster and transaction activity.

It depends on your model. At minimum: review of licensed activity under the firm, compliance sign-off on required filings, supervision of sponsored license holders, and a standing channel for operational questions. For higher-volume operators, the cadence is weekly or tighter. We scope this explicitly in the engagement agreement.

A written off-boarding process, coordinated with the relevant state commission. Your firm stays in good standing during the handoff. We don't leave clients exposed.

I carry personal E&O coverage. Separately, the sponsored entity is generally required to maintain its own E&O policy — that's standard practice for broker-of-record arrangements across most states, not a fee we add on top. The one exception: when I hold an ownership interest of at least 10% in the entity, my policy can extend to cover it and a separate entity policy isn't required. We walk through E&O specifics during scoping so there are no surprises and no coverage gaps.

No. Onboarding takes real work on our side — entity registration support, state-commission filings, license placement, document review — and we do not charge separately for any of it. You start paying the monthly engagement fee once coverage is actually active with the state. No setup fee, no kickoff fee, no first-month surcharge.

For Texas engagements, yes. If your business is entering Texas and needs to form a new LLC to hold the broker license, we can guide the formation process — entity registration with the Texas Secretary of State, EIN setup, and a structure that aligns cleanly with TREC's business-entity broker-license requirements. Offered as part of a Texas engagement; we don't operate this as a standalone service.

Texas, Florida, Georgia, and Utah under current individual licenses. Additional states are available on request — we'll assess licensing paths before committing.