Changing brokerages is mostly logistics. The agents who lose money in a move are the ones who stop prospecting while they handle paperwork.
Use this as a checklist regardless of where you go.
1. Read your agreement
Know your notice requirements, how pendings are handled, what happens to brokerage-provided leads, and any restrictions on your marketing or database.
2. Handle pendings and clients
Confirm in writing how active transactions will be completed, then prepare a short, professional message for clients under contract. Clients care about their closing, not your brokerage.
3. Licensing and compliance
File the license transfer with your state, update your MLS and association records, and confirm your E&O coverage carries through the transition date.
- State license transfer
- MLS and association updates
- E&O coverage continuity
- Trust account and commission disbursement details
4. Marketing and systems
Update signage, listing marketing, portal profiles, social bios, email signatures, and your website. Export your database before your last day — not after.
5. Keep producing
Block your lead generation hours first and let the administrative work fill in around them. The move should be invisible in your pipeline.
Honest considerations
- •Leave professionally; your reputation follows you locally.
- •Never move brokerage-owned leads or data you do not own.
- •Get pending-transaction handling in writing.
Where Team Legacy fits
If you want a second set of eyes on your plan — even if you are moving somewhere other than eXp — we are happy to look at it. A confidential conversation costs you nothing.
Our positioning is simple: build a real estate business that fits your life, not a life that fits your real estate business. See what that looks like in practice.
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Frequently asked questions
Do I lose my pending transactions if I change brokerages?
Usually not. Pendings are typically completed under your current brokerage or transferred by written agreement between brokerages.
Can I take my database with me?
You own your personal contacts, but brokerage-provided leads and systems generally belong to the brokerage. Check your agreement.
How much notice do I need to give my brokerage?
It depends on your independent contractor agreement; many require written notice, and professional courtesy matters even when it does not.