Set Up Your
Document Templates
Get your document platform configured with Real's information so you're ready to write offers, list properties, and stay compliant from day one. Follow these steps yourself or have your TC handle it for you.
Quick Reference — Real Broker Info
Real Broker, LLC | License #9003138 | 5718 Westheimer Rd, Ste 1000, Houston, TX77057 | (855) 450-0442
Platform Setup
Configure your document drafting platform with Real's brokerage information.
Check your account email
Go to My Account → Account Settings → Personal Info. If your email is from your previous brokerage, change it to your new or preferred email in the "Manage Account" tab.
Create a new profile for Real
Go to My Account → Profiles → + Add Profile. Name it "Your Name (Real)" — for example, "Holly Hernandez (Real)". This keeps your old brokerage profile intact while you transition.
Set up Brokerage and Associations
Under Brokerage and Associations, click Add Association. Select Texas REALTORS and click Add. Then select Houston Association of REALTORS and click Add. This ensures access to all TREC and HAR forms.
Fill in Real's company details
In your new profile, scroll to the Company section and enter Real's brokerage information exactly as shown below.
Create template folders
Create three template folders: Buyer Documents, Offer Documents, and Listing Documents. Add the forms listed in Section 2 below to each folder. Also upload the ABAD and Consumer Choice Disclosure PDFs to both the Buyer and Listing folders with text fields added.
Update your profile email
Go to Profile & Settings → About Me. If your email is from your previous brokerage, change it to your new or preferred email.
Update the Offices tab
Go to the Offices tab and update your company information to Real Broker, LLC. Enter the details exactly as shown below.
Set up Brokerage and Associations
Under Brokerage and Associations, click Add Association. Select Texas REALTORS and click Add. Then select Houston Association of REALTORS and click Add. This ensures access to all TREC and HAR forms.
Update your templates
Go to the Templates tab and update your existing template folders with Real's information. You don't need to create new folders — use your current ones and update the broker details. See the document list and pre-fill reference below for exactly what to include.
Document Templates
The forms you need in each folder, plus exactly which fields to pre-fill.
Buyer Documents (8 forms)
| Document | Form # |
|---|---|
| IABS | TXR 2501 |
| General Information and Notice to Consumers | TXR 1506 |
| Residential Buyer/Tenant Representation Agreement | TXR 1501 |
| REAL Affiliated Business Arrangement (Real ABAD) | Real |
| Real Consumer Choice and Referral Fee Disclosure | Real |
| Info about Property Insurance for a Buyer or Seller | TXR 2508 |
| Information about Special Flood Hazard Areas | TXR 1414 |
| Wire Fraud Warning | TXR 2517 |
Offer Documents (10 forms)
| Document | Form # |
|---|---|
| 1-4 Family Residential Contract | TXR 1601 |
| Third Party Financing Addendum | TXR 1901 |
| Intermediary Relationship Notice | TXR 1409 |
| Addendum Concerning Right to Terminate Due to Lender's Appraisal | TXR 1948 |
| Seller's Temporary Residential Lease-Back | TXR 1910 |
| Non-Realty Items Addendum | TXR 1924 |
| Environ. Assessment Species and Wetland Addendum | TXR 1917 |
| Addendum for Property Subject to Mandatory Membership (HOA) | TXR 1922 |
| Addendum for Authorizing Hydrostatic Testing | TXR 1949 |
| CABB | TXR 2402 |
Listing Documents (10 forms)
| Document | Form # |
|---|---|
| Real Consumer Choice and Referral Fee Disclosure | Real |
| IABS | TXR 2501 |
| General Information and Notice to Consumers | TXR 1506 |
| Residential Real Estate Listing (Exclusive Right to Sell) | TXR 1101 |
| Seller Authorization to Release and Advertise Certain Information | TXR 1412 |
| Wire Fraud Warning | TXR 2517 |
| REAL Affiliated Business Arrangement (Real ABAD) | Real |
| LBP Addendum | TXR 1906 |
| Condo Addendum to Listing | TXR 1401 |
| HAR 300 | HAR |
IABS (TXR 2501) — Pre-Fill Table
The IABS form has a 4-line table. Fill in the first three lines with Real's information. Line 4 is the agent's own details.
| Line | Name | License # | Phone | |
|---|---|---|---|---|
| 1 | Real Broker, LLC | 9003138 | support@therealbrokerage.com | (855) 450-0442 |
| 2 | Michael Yarrito | 491108 | txbroker@therealbrokerage.com | (855) 450-0442 |
| 3 | Michael Yarrito | 491108 | txbroker@therealbrokerage.com | (855) 450-0442 |
| 4 | Your Name | Your License # | Your Email | Your Phone |
Line 4 (highlighted) is the individual agent's information — fill this in with your own details.
Pre-Fill Reference — Which Fields to Fill
Only pre-fill the broker-level fields listed below. Everything else should be left blank and filled in per transaction.
Offer — Broker Info Page
CABB (TXR 2402)
General Info & Notice to Consumers (TXR 1506)
Buyer Rep Agreement (TXR 1501)
Wire Fraud Warning (TXR 2517)
Listing Agreement (TXR 1101)
Sellers Shield Setup
Real's partnered platform for Seller's Disclosures — free to use, with added compliance protection.
If you already have a Sellers Shield account
Log in at protect3.sellersshield.com , then go to Business → Brokerage.
Click "Unlink my Account" to remove your previous brokerage.
Link your account to Real Broker, LLC. Once linked, you'll see "Your account is currently linked to REAL."
If you're new to Sellers Shield
Go to protect3.sellersshield.com and select "Agent" as your user type.
Fill in your details: name, state (Texas), license number, phone, and company name (Real Broker, LLC).
Complete the signup, then follow the steps above to link your account to Real.
You're all set when...
Your document platform (Dotloop or Zipform) shows Real Broker, LLC as your brokerage
You have Buyer, Offer, and Listing template folders with all required forms
Broker info fields are pre-filled on the specific forms listed above
ABAD and Consumer Choice Disclosure are uploaded to Buyer and Listing folders
Your Sellers Shield account is linked to Real
Need help? Text HPT's success team at (281) 729-9180 or request a TC to do this for you.