Inform Current Broker of change in upcoming Broker Sponsorship.
Download your current database.
Download all copies of contracts that you want to keep from your company’s storage. You are not required to keep separate archives of closed transactions if you do not want to.
Create a new email if currently using a company one. Helpful Hint: Set up an auto-response with new contact information.
In Texas, you will accept the TREC invite from Insight. In other states, we will provide a form for your transfer. This will be sent on the date you desire to make the change.
If marketing or operating under a different name other than what is on your R/E License, inform Terica Brackett at agent services (contact info below) so that she may record with the state.
Board Transfer: Agent Services will assist with updating and/or transferring the R/E Board to reflect Insight.
Listings Transfer: Agent Services will complete the form to transfer all Active Listings to Insight. All contracts currently at Title will need to be negotiated separately between you and the previous broker.
OnBoarding Docs will be sent via email from Andy Bearden via BrokerSumo. Please review, initial and sign. Docs include our Independent Contractor Agreement, Policies and Procedures and your W9. You will be asked to upload a copy of your RE License.
You will receive two invoices: $125 OnBoarding and the E&O Annual premium of $320. These can be paid in full at the time of receipt or with your first transaction. If paying with a transaction, please inform Terica Brackett at the Agent Services Office.
Order new business cards, signs, riders, etc. This is a great time to brand yourself. At Insight, we are all about you! You do not have to use our logo. Simply use the phrase “Powered by the Insight Realty Network” or “Part of the Insight Realty Network” per TREC font regulations. Resources for marketing material can be found here:
Document prep: If utilizing Dotloop contact Meredith MeredithL@Dotloop.com or 513.520.8281 and she will assist you. For Zipforms/Ziplogix log into texasrealestate.com.
Set up a one-on-one training for our Technology Stack:
Add Supervisor and Agent Services to Your Contacts:
Inform Current Broker of change in upcoming Broker Sponsorship.
Download your current database.
Download all copies of contracts that you want to keep from your company’s storage. You are not required to keep separate archives of closed transactions if you do not want to.
Create a new email if currently using a company one. Helpful Hint: Set up an auto-response with new contact information.
Accept the TREC invite from Insight. This will be sent on the date you desire to make the change. An email will be sent with the invite confirmation.
If marketing or operating under a different name other than what is on your R/E License, inform Terica Brackett at agent services (contact info below) so that she may record with TREC.
Board Transfer: Agent Services will assist with updating and/or transferring the R/E Board to reflect Insight.
Listings Transfer: Agent Services will complete the form to transfer all Active Listings to Insight. All contracts currently at Title will need to be negotiated separately between you and the previous broker.
OnBoarding Docs will be sent via email from Andy Bearden via BrokerSumo. Please review, initial and sign. Docs include our Independent Contractor Agreement, Policies and Procedures and your W9. You will be asked to upload a copy of your RE License. *Once accepted through TREC you will receive an emailed copy of your updated License.
You will receive two invoices: $125 OnBoarding and the E&O Annual premium of $320. These can be paid in full at the time of receipt or with your first transaction. If paying with a transaction, please inform Terica Brackett at the Agent Services Office.
Order new business cards, signs, riders, etc. This is a great time to brand yourself. At Insight, we are all about you! You do not have to use our logo. Simply use the phrase “Powered by the Insight Realty Network” or “Part of the Insight Realty Network” per TREC font regulations. Resources for marketing material can be found here:
Document prep: If utilizing Dotloop contact Meredith MeredithL@Dotloop.com or 513.520.8281 and she will assist you. For Zipforms/Ziplogix log into texasrealestate.com.
If Showing Service is part of your business plan, visit https://www.showingtime.com/ to create an account. Fees vary based on the options chosen.
Set up a one-on-one training for our Technology Stack:
Add Supervisor and Agent Services to Your Contacts:
Information for your IABS is as follows:
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