20 Easy Steps on How to Switch Brokerages as a Real Estate Agent

Switching brokerages is a pivotal decision in a real estate agent’s career, and it necessitates a thoughtful and strategic approach. The real estate industry is dynamic, with new real estate agents often seeking fresh opportunities for growth, improved commission structures, or a better cultural fit. 

A strategic approach to changing real estate brokerages ensures a smoother transition, minimizing potential pitfalls and maximizing the chances of success.

how to switch brokerages as a real estate agent

In this guide, we’ll delve into a comprehensive set of 20 simple steps designed to guide real estate professionals on how to switch brokerages as a real estate agent. By following these steps, real estate agents can confidently and efficiently navigate the complex landscape of real estate brokerage hopping.

1. Self-Assessment

Before embarking on the journey of switching real estate brokerages, it’s imperative to have a clear understanding of your personal goals and motivations. Reflect on what prompted the desire to change brokerages. Are you seeking higher earning potential, a more supportive work environment, or perhaps a brokerage that aligns better with your values? By identifying your goals, you lay the foundation for a targeted search that ensures your next brokerage aligns with your long-term aspirations.

Achieving a successful transition demands a truthful examination of your strengths and developmental areas. Assess the skills that have fueled your accomplishments as a real estate agent and identify opportunities for enhancing your expertise. This self-awareness is essential not only for navigating the obstacles of a new brokerage but also for strategically leveraging your strengths to the mutual advantage of both yourself and your clients in the future.

2. Researching Potential Brokerages

Real estate is a multifaceted domain, and not all brokerages are cut from the same cloth. Take the opportunity to scrutinize the intricacies of each potential brokerage, giving careful consideration to pivotal factors such as commission structures and training programs.

Commission Structures: Scrutinize the commission models offered by each brokerage. Some may provide higher commission rates but with fewer resources, while others might offer comprehensive support and resources in exchange for a percentage of your earnings. Consider which structure best aligns with your financial goals and the level of independence you desire.

Training Programs: Investigate the training programs available at each brokerage. A robust training program can significantly impact your professional development, especially if you’re looking to expand your skill set or specialize in a particular niche. Evaluate whether the brokerage offers ongoing training and if it aligns with your aspirations for growth.

3. Aligning Brokerage Choices with Individual Goals and Values

Beyond the numbers, it’s crucial to ensure that the culture and values of a prospective brokerage align seamlessly with your own. This alignment enhances job satisfaction and contributes to long-term success in your new professional home.

Company Culture: Assess the company culture by speaking with current or former agents, attending networking events hosted by the brokerage, or researching online reviews. Determine whether the culture fosters collaboration, innovation, and a positive work environment.

Values and Mission: Consider the values and mission of the brokerage. A strong alignment with your personal values ensures a sense of purpose and shared goals, creating a conducive environment for your real estate career to flourish.

4. Evaluating Technology Offerings

In the modern real estate landscape, technology plays a pivotal role in efficiency, client satisfaction, and overall success. As you make the switch to a new brokerage, take the time to evaluate the technological offerings provided. This includes examining the brokerage’s customer relationship management (CRM) systems, marketing tools, and any proprietary software.

CRM Systems: Ensure the new brokerage’s CRM system aligns with your workflow and allows for effective client management. A robust CRM can streamline communication, track leads, and enhance overall productivity. b

Marketing Tools: Assess the marketing tools available to agents. Look for features that facilitate property promotion, social media integration, and data analytics to elevate your marketing strategies.

5. Thorough Review of Existing Brokerage Contract

Since you aren’t an independent contractor and don’t manage your own business, before making any decisions, it’s crucial to conduct a comprehensive review of your existing brokerage contract. This document holds the key to understanding the terms and conditions surrounding your affiliation with your current brokerage.

Contractual Obligations: Determine your contractual responsibilities, encompassing the timeframe of your agreement and any explicit promises you’ve made to your existing brokerage. This comprehension will shape your subsequent actions.

Termination Clauses: Pay close attention to termination clauses within the contract. These clauses outline the conditions under which you can end your association with the current brokerage. Understanding these conditions is essential for a smooth and legally sound transition.

6. Noting Termination Clauses, Notice Periods, and Potential Fees

Think of the notice period as a politeness policy – figuring out how long in advance you need to say, “Hey, I’m moving on.” It’s like giving your current brokerage a heads-up for a smoother break-up. And then there are those potential fees – the not-so-friendly surprises that some brokerages might throw your way if you decide to part ways before your contract officially says it’s okay. For a clear picture, refer to their descriptions below:

Notice Periods: Determine the notice period required for terminating your contract. Adhering to this period ensures a professional and amicable departure, minimizing potential conflicts.

Potential Fees: Investigate any potential fees associated with early termination. Some brokerages may impose fees or penalties for leaving before the contract term expires. Understanding these financial implications allows you to plan accordingly.

7. Professional Communication of Decision

Once you’ve thoroughly reviewed your current contract and made the decision to switch real estate brokerages, it’s time to communicate this decision to your current broker or associate broker. Approach this communication with professionalism and transparency.

Draft a Formal Letter: Prepare a formal letter notifying your current brokerage of your decision to leave. Clearly state your reasons for the switch and express gratitude for the experiences gained while affiliated with the firm.

Schedule a Meeting: If possible, schedule a meeting with your current brokerage’s leadership to discuss your decision in person. This personal touch demonstrates respect and ensures that all parties are on the same page.

8. Maintaining Positive Relationships within the Industry

Taking a moment to appreciate the support and opportunities from your current brokerage is key. Expressing gratitude becomes a foundation for keeping those industry connections positive. It’s not just an internal affair, It’s about your external network too. Letting your clients, colleagues, and industry contacts know about your move is a proactive step.

Express Gratitude: Acknowledge the support and opportunities provided by your current brokerage. Expressing gratitude helps maintain positive relationships within the industry.

Update Contacts: Inform your clients, colleagues, and industry contacts about your move. Share your excitement for the new chapter in your career and assure them of your continued commitment to providing excellent service.

9. Prompt Fulfillment of New Brokerage Training

Once you’ve notified your current brokerage and made the decision to switch, the next critical step is to promptly fulfill the training requirements of your new brokerage. This ensures a seamless integration into the new professional environment.

Review Training Schedule: Obtain a schedule of the training sessions provided by your new real estate brokerage. Familiarize yourself with the topics and any prerequisites to ensure you are well-prepared.

Allocate Time Accordingly: Plan your schedule to accommodate the training requirements. Ensure that you allocate sufficient time to engage actively in the training sessions, whether they are conducted online or in person.

10. Online Courses, In-Person Sessions, and Onboarding Activities

To ensure a seamless integration, it’s imperative to invest time in a diverse set of learning experiences. From the convenience of your home, capitalize on the wealth of knowledge offered by online courses, specifically tailored to enhance your expertise in industry nuances, technological tools, and internal procedures of your new company.

Online Courses: If your new broker offers online courses, take advantage of them to enhance your knowledge and skills. These courses may cover specific aspects of the industry, technology tools, or company procedures.

In-Person Sessions: Attend any in-person training sessions offered by the brokerage. These sessions provide valuable opportunities for networking with colleagues and gaining insights into the company culture.

Onboarding Activities: Participate in onboarding tasks to acquaint yourself with the distinctive policies, procedures, and tools of your newly joined brokerage. This all-encompassing method guarantees that you are adequately prepared to excel in your fresh, professional surroundings.

11. Checking and Updating Licensing and Credentials

With the training requirements underway, the next crucial step is to check and update your licensing and credentials. Ensuring that all paperwork is in order is essential for maintaining your legal standing as an average real estate agent.

Verify Licensing Requirements: Evaluate the licensing demands applicable to your newly established brokerage to confirm adherence to the required criteria.

Update Contact Information: Provide your new brokerage’s contact information to the relevant real estate licensing authorities. This ensures that you receive important communications and updates in a timely manner.

12. Submitting Necessary Paperwork to Relevant Real Estate Authorities

In this phase, gathering the required documents becomes paramount—proof of completed training, a testament to your dedication and growth. Subsequently, following the submission procedures outlined by real estate authorities is crucial.

Gather Required Documents: Collect all necessary documents, including proof of completion of training, to submit to the relevant real estate authorities. This paperwork is crucial for updating your licensing information.

Follow Submission Procedures: Adhere to the submission procedures outlined by the real estate authorities. This may involve submitting paperwork online, through mail, or in-person at their offices.

13. Coordinating Smooth Transfer of Listings and Contacts

As you embark on the exciting journey to your new brokerage, it’s crucial to ensure a seamless transfer of your listings and contacts. This process requires careful coordination and attention to detail.

Compile a Comprehensive List: Create a comprehensive list of all your current listings and client contacts. Include relevant details such as property addresses, transaction statuses, and client preferences.

Communicate with Clients: Initiate open and transparent communication with your clients. Inform them of your move to a new brokerage and reassure them of your commitment to a smooth transition. Share the advantages of your new affiliation to maintain their confidence in your services.

Coordinate with Support Staff: If applicable, collaborate with administrative or support staff at your current broker to facilitate the transfer of official documents and property records to your new workplace.

14. Avoiding Disruptions in Ongoing Transactions through Effective Communication

Transparency is paramount, and clearly communicating timelines for the transition manages expectations and upholds trust. Collaborating closely with colleagues at your current brokerage is equally essential. By fostering a smooth handover of responsibilities and sharing pertinent information, you not only maintain professionalism but also contribute to the continued success of ongoing transactions.

Notify Stakeholders Early: Early communication is key to avoiding disruptions in ongoing transactions. Notify all stakeholders involved in your current deals about the upcoming changes, including other real estate professional, title companies, and attorneys.

Provide Clear Timelines: Clearly communicate timelines for the transition to your new brokerage. Be transparent about potential periods of limited availability to manage expectations and maintain trust.

Collaborate with Colleagues: If you have colleagues at your current brokerage who will be taking over your transactions, collaborate closely with them. Ensure a smooth handover of responsibilities and provide them with all necessary information.

15. Revising Business Cards, Websites, and Social Media Profiles

With the decision to change real estate brokerages made, it’s crucial to update your marketing materials to reflect your new affiliation accurately. Consistency across all platforms helps maintain a professional image and ensures that clients and colleagues are well-informed about your transition.

Business Cards: Start by revising your business cards with the logo and contact information of your new brokerage. Distribute these updated cards to your network to reinforce the change.

Websites: If you have a personal website, update it promptly to showcase your new brokerage affiliation. Ensure that your professional achievements, services, and contact details are in sync with your updated profile.

Social Media Profiles: Revise your social media profiles on platforms such as LinkedIn, Facebook, and Twitter. Update your bio, profile picture, and any relevant sections to reflect your transition to the new brokerage.

16. Maintaining Consistent Branding During the Transition

Create a Transition Announcement: Craft a well-thought-out announcement about your brokerage switch. Share this announcement across your social media platforms, website, and any other relevant channels to inform your network.

Highlight Positive Aspects: Emphasize the positive aspects of your move, such as enhanced resources, better support, or improved opportunities for your clients. Reinforce the idea that this transition is a step forward in your career.

Consistent Messaging: Maintain a consistent message across all platforms. Whether it’s on your website, social media, or in personal communications, ensure that the information about your move is uniform and aligns with your professional brand.

By proactively revising your marketing materials and maintaining consistent branding during the transition, you project a polished and organized image to your network. This step is essential for building trust and confidence in your clients and colleagues as you transition to a new chapter in your real estate career.

17. Announcing the Move Through Various Channels

As you transition to a new brokerage, strategic networking, and effective communication play pivotal roles in maintaining and expanding your professional relationships.

Announcing your move through various channels ensures that your network is well-informed and engaged in your career progression.

Social Media Announcement: Craft a well-crafted announcement post on your social media platforms. Share the news of your move, highlighting the benefits for your clients and expressing your enthusiasm for the opportunities at your new brokerage.

Email Communication: Send out personalized emails to your clients, colleagues, and industry contacts. Briefly explain the reasons behind your move and assure them of your continued commitment to delivering exceptional service.

Networking Events: Attend local networking events, industry gatherings, or virtual conferences to share the news of your move in person. Utilize these opportunities to reinforce your professional connections and potentially attract new business.

18. Reconnecting with Colleagues, Clients, and Industry Contacts

Scheduling one-on-one meetings allows for a personal touch, enabling you to dive into the nuances of your move, address concerns directly, and reaffirm your unwavering commitment to fulfilling the real estate needs of those you serve. As you engage in this reconnection process, it’s paramount to underscore the value you bring to both clients and colleagues, emphasizing any newfound resources or expertise garnered from your transition to a new brokerage.

Schedule One-on-One Meetings: Establish contact with key colleagues, clients, and industry contacts in order to organize personal meetings. This hands-on approach allows you to delve into the specifics of your move, handle any concerns, and reiterate your steadfast dedication to meeting their real estate needs.

Offer Value: During your reconnection efforts, emphasize the value you bring to your clients and colleagues. Highlight any additional resources, services, or expertise you’ve gained with your move to the new brokerage.

Express Gratitude: Seize the chance to convey appreciation to those who’ve been pillars of support in your professional journey. Extend your thanks for their trust and affirm the significance you place on the relationships cultivated, irrespective of the shift in brokerage.

By strategically networking and reconnecting, you not only keep your network informed but also strengthen your professional bonds. This step is crucial for maintaining a positive reputation in the real estate industry and ensuring a smooth transition to your new brokerage.

19. Regular Assessment of Progress After the Switch

Once you’ve successfully transitioned to your new brokerage, it’s essential to conduct regular assessments of your progress. This ongoing evaluation allows you to gauge the effectiveness of your strategies and identify areas for improvement.

Performance Metrics: Monitor key performance metrics such as closed deals, client satisfaction, and lead generation. Compare these metrics to your goals and benchmarks to measure the impact of your move on your real estate business.

Client Retention: Assess the retention of your existing clients and the acquisition of new clients since your transition. Understanding client dynamics is crucial for building a sustainable and growing real estate practice.

Professional Development: Reflect on your professional development within the new brokerage. Identify areas where additional training or skill enhancement may be beneficial and proactively seek out opportunities for growth.

20. Seeking Feedback and Making Necessary Adjustments for Long-Term Success

Seeking insights from clients provides a valuable perspective on your post-transition performance, reinforcing the strengths that define your professional identity and revealing areas ripe for improvement. In this section, we explore the art of seeking feedback, embracing constructive criticism, and making the necessary adjustments to ensure your long-term prosperity in the dynamic world of real estate.

Client Feedback: Solicit feedback from your clients about their experience working with you post-transition. Positive feedback reinforces your value, while constructive criticism provides insights for areas that may need improvement.

Colleague and Managerial Feedback: Engage in open communication with colleagues and brokerage leadership. Seek constructive feedback on your performance, and use this information to adapt and thrive within the new professional environment.

Adjusting Strategies: Based on your assessments and feedback, be prepared to adjust your strategies for long-term success. Whether it’s refining your marketing approach, expanding your network, or adapting to the unique culture of your new brokerage, flexibility is key to sustained growth.

How to Switch Brokerages as a Real Estate Agent

Success in the real estate industry, especially during a brokerage switch, hinges on three core principles: planning, communication, and maintaining a positive attitude. Carefully strategize every phase of your transition, starting from self-evaluation to continuous assessment, to guarantee that your choices are in harmony with your objectives.

Foster trust and comprehension by maintaining open and professional communication with your present and future colleagues, clients, and industry connections. Finally, approach the challenges of the real estate industry with a positive attitude—seeing each transition as an opportunity for growth and advancement.

Remember, the world of real estate is dynamic, and strategic decision-making, effective communication, and a resilient mindset are your allies on the path to a successful and rewarding career. May your journey to a new brokerage be filled with prosperity and fulfillment in every aspect of your real estate endeavors.

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