Property Management Broker of Record (active supervision of every leasing agent under your firm)

What property management firms actually need from a broker of record

In most states, property-management activity falls squarely under the real estate brokerage umbrella. Renting, leasing, advertising properties for lease, collecting rent on behalf of an owner, and supervising leasing agents are all licensed activities — which means the firm needs a broker on the license, and that broker is personally responsible for everything those agents do.

The challenge for tech-enabled PM platforms: high agent count, high transaction-document volume, multi-state operation, and trust accounts holding hundreds of owner deposits and tenant security deposits at any given time. The broker of record has to actually supervise — not just sign filings — or the firm exposes itself when a state commission audits.

What we provide as your property management broker of record

• Designation/qualifying-broker filings across Texas, Florida, Georgia, and Utah under one engagement
• Active supervision of leasing agents and licensed property managers sponsored under the firm — availability for licensee questions, escalation paths, conduct review
• Written Policies & Procedures manual tailored to your PM operating model (per-state, included in the engagement — this is the broker's statutory deliverable, not an upsell)
• Trust-account oversight — review of trust-account structure, reconciliation cadence, and per-state trust-account rules. Particularly important for multi-state firms holding deposits across jurisdictions
• Transaction-document compliance review — lease agreements, property management agreements, owner agreements, eviction notices
• Advertising-compliance review for rental listings, listing-syndication feeds, and platform marketing
• Standing point of contact for state-commission inquiries involving leasing or property-management licensees
• Off-boarding protocol if the relationship ends, coordinated with each state commission

Property management operating models we cover

• Tech-enabled property management platforms — multi-state, software-driven PM operations
• Traditional property management firms with leasing agents and licensed property managers under the firm
• Multi-state portfolio operators managing rental portfolios across jurisdictions
• Single-family rental (SFR) operators at scale — build-to-rent, BTR funds
• Commercial property management firms — office, retail, industrial leasing operators
• HOA / community management firms where activity crosses the brokerage threshold
• PM platforms expanding from one state into others and needing a single broker relationship across the footprint

Timing

Most property management engagements go from first call to active coverage in two to four weeks per state. For PM firms expanding into multiple states, filings run in parallel. P&P manual delivery follows within the first quarter of the engagement — tailored to your operating model, your state(s), your roster size, and your trust-account structure.