Southern Maryland Homes for Sale


Realtor Checklist to Change Real Estate Office or Broker

Here is a Realtor Checklist to Change Real Estate Office or Real Estate Broker.

This Checklist is a work in progress. Check back for Updates. I thought I would share it because I could not find the topic on Active Rain. Please add your suggestions below. If nothing else, you may get some good product ideas or share one or two of your MUST HAVE Realtor Tech Tools. Or throw me a tip of something I have overlooked so far. My ETA on this list? Two to four weeks at BREAKNECK speed. 

Here you go! A Golden Results Checklist when you decide to change real estate offices....


Southern MD Board Form, MRIS Form, Independent Contractor Form, Transfer License Fee $25 THEN:


MBAI Forms $129/year CSS $55/mth 5 listings

Docusign $180/year then Transfer Docs to Individual Account

eFax Account $19.99/mth

Medical Arts Press 2013 Calendar Pop By Announcement Piece $100 for 500


Revise VM

Websites: Revise Company & Fax ...Docs to Go Spreadsheet

Dee Sign Cell/Text Riders 5 bucks apiece

Kolor View Press Business Cards $70


Pick Up Keys & Sign Stickers & Process Forms

RLE Dropbox Account Set Up


Order Dee Sign Panels

More to come! You'll Retrieve Golden Results with Cheryl Ritchie, RE/MAX Leading Edge, for all your Southern Maryland Real Estate Services. Visit for more information.

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You'll "Retrieve Golden Results" with Cheryl Ritchie, RE/MAX Leading Edge, for all your Southern Maryland and Anne Arundel County Real Estate Services.
OR Call/Text Cheryl at Cell 301-970-7566 OR EMail for the Golden Results YOU Deserve.
Visit my Digital Business Card at

Or Visit my "Golden Results" Social Networking Sites

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Comment balloon 10 commentsCheryl Ritchie • July 15 2012 09:06AM


There is also the doubt that you plant in the mind of the client as to why you moved offices.

Posted by Tim Lorenz, 949 874-2247 (TIM LORENZ - Elite Home Sales Team) almost 8 years ago

Cheryl - I can't imagine you forgetting anything - your brain is in constant motion cranking out great ideas all the time! Sounds like you've already got a comprehensive, solid list for changing real estate offices! I'm sure this will help other Realtors!

Posted by Kristine Ginsberg, NJ Home Stager (Elite Staging and Redesign, LLC) almost 8 years ago

Great check list for those hoping to expand their horizon's they want to make sure their success follow's them.

Posted by Pat Champion, Call the "CHAMPION" for all your real estate needs (Coldwell Banker Camelot Realty) almost 8 years ago

There you go, always helping others as you learn. Even the stress of a move and you are still sharing.

Don't forget to change your information/ listings with your MLS and order new business cards.



Posted by Margaret Rome Baltimore 410-530-2400, Sell Your Home With Margaret Rome ( HomeRome Realty 410-530-2400) almost 8 years ago

Hi Cheryl.  We have to let our state licensing board know our new office.

Posted by Conrad Allen, Webster, Ma, Realtor (Re/Max Professional Associates) almost 8 years ago

Making arrangements to switch their listings is a challenge here, although the broker owns the listings and most (all that I know of) keep them, I don't because I think it is about the reltionship with the agent as well as the customer and I always want that to be the best it can be.

Posted by Charles Stallions, 800-309-3414 - Pensacola, Pace or Gulf Breeze, Fl. (Charles Stallions Real Estate Services ) almost 8 years ago

Thanks Cheryl! great informaion we can all use.

Posted by Joseph D. Federico, Eastern Massachusetts Real Estate (Donahue Real Estate Co.) almost 8 years ago

It depends on state and a company. I changed brokers few times, usually it is easy but time consuming. Some brokers have a special rep to assist you to do everything fast and they even offer you new signs, business cards, new web-presence, announcement cards, etc. Otherwise, you need to get a list from the office and just follow every step.

Posted by Inna Ivchenko, Realtor® • Green • GRI • HAFA • PSC Calabasas CA (Barcode Properties) over 7 years ago

I received today a great offer to join another broker. I'll probably move, but thinking about all those forms, signs, cards, online changes~ will take so much time...

Posted by Inna Ivchenko, Realtor® • Green • GRI • HAFA • PSC Calabasas CA (Barcode Properties) over 6 years ago

Cheryl, I just switched brokerages and your list - although I'm late to this post! - has been helpful.  I forgot about my VM.  Thank you!

Posted by Elyse Berman, PA, Boca Raton FL (561) 716-7824 CRS, ABR, GRI,ePR (Best Connections Realty, Inc.) over 2 years ago