California Broker of Record Readiness Checklist
What property managers, owner-operators, and real estate teams should prepare before BOR onboarding.
Updated August 18, 2026
Short Answer
Before starting Broker of Record onboarding, gather your business entity information, license roster, insurance, management agreements, trust fund procedures, advertising materials, current files, and any compliance history that should be reviewed. Better document readiness usually makes onboarding faster and cleaner.
Designated Officer vs. Broker of Record
Broker of Record is common business language for the broker responsible for a brokerage relationship. The exact legal and licensing structure still depends on the entity and activities involved. For a California real estate corporation, the DRE licenses the corporation through a qualified broker-officer.
The corporation's Designated Officer is the broker-officer designated under California Business and Professions Code §10159.2 to supervise and control the corporation's licensed real estate activity. A title alone is not enough: the structure must support real broker access, review, direction, records, reporting, and escalation.
Printable Checklist
Open the expanded, citation-backed printable guide or download the PDF for a detailed review of entity licensing, supervision, trust funds, insurance, files, red flags, and onboarding readiness.
Loom Realty Management & Leasing Tier
The most common starting point is Management & Leasing: $500/month plus a $500 onboarding fee. DRE filing fees are separate. Onboarding timing depends on document readiness, business complexity, required entity or DRE filings, and current agency processing times.
Official DRE References
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