A FLORIDA BROKERAGE TRANSITION
Protect the work in progress.
Prepare the next chapter.
Changing brokerage affiliation involves your current agreement, active files, licensing status and the systems you use. Build a written transition plan with the appropriate brokers before changing anything for clients.
Start by comparing the complete brokerage costs, the learning resources and the people behind support. Then use this checklist for the move itself.
Review the agreement you already have
Locate your independent-contractor agreement and any team, referral or program agreements. Identify notice requirements, outstanding charges, compensation rules and rights to contacts, records and marketing assets.
Ask: what needs notice or written permission, and who can confirm the answer? Record unresolved issues before setting an affiliation date.
Inventory the active work
List active listings, buyer representation, pending contracts, deposit responsibilities, upcoming deadlines and commissions awaiting payment. Agree who will service each file and how clients will be informed.
Do not assume an active listing, agreement, pending commission or client record moves automatically with you. Take release, assignment and compensation questions to the brokers or appropriate professional.
Coordinate the Florida license change
DBPR identifies Form RE 11 as the change-of-broker/employer transaction for sales associates and broker sales associates. Its checklist describes a paper application signed by the new employing broker or the new broker adding the associate through the broker’s online account.
Read DBPR’s current change-of-broker checklist →
Coordinate the timing with both brokerages and confirm your active affiliation before performing work under the new brokerage. Your license category and circumstances may require a different process; use DBPR’s current guidance and broker review.
Prepare your market and systems access
Review the exact MLS and board you use, feed permissions, subscriptions and any costs. Confirm authorized CRM exports and ownership of contact data before moving records. Keep client information out of public forms and AI chats.
Prepare a list of advertising, signatures, agent websites, social profiles and approved materials to update at the right time. Confirm access before relying on a feature in your workflow.
Agree on the NEX onboarding plan
Confirm the written plan, eligibility, applicable exceptions, start date and first support contact. Team moves need written approval of roles and economics. Decide which tools to set up first and which training will fill the gaps.
In the first week, verify your profile and permissions, test an authorized follow-up workflow and learn the route for a time-sensitive brokerage question.
Bring a clear agenda to discovery.
Share your market, desired timing, main business priority and the types of active work you need to coordinate. Bring client-specific documents through the team’s appropriate private channel.
Talk through my brokerage move Review the NEX packetThis is a planning checklist, not legal advice or a promise of transfer timing. Current agreements, DBPR requirements and broker review control.