California Real Estate License Transfer Guide

Real Broker · CA DRE #02022092 · Designated Broker: Bob Watson · 39899 Balentine Drive, Suite 200, Newark, CA 94560 · (909) 403-6143

Set the document up in DocuSign and send it to casign@therealbrokerage.com. For questions or a nudge, cabroker@therealbrokerage.com.

Write Real Broker (the DBA) or Real Brokerage Technologies, Inc. (the corporate entity). NEVER put a team name on the brokerage line. Team names go on an Additional Agent Acknowledgement under 'Team Name' only.

We recommend setting up three folders — Compliance, Offer/Buyer, and Listing/Seller — with the standard California forms. Your CAR forms are a free member benefit through your association. Many agents also use SkySlope Forms ($15.99/month) for a more modern interface.

Review your Independent Contractor Agreement (ICA) with your current broker to understand your obligations. Some agreements allow a clean exit; others may require a fee or notice period. Work with your current broker to determine a plan that is above board, and establish a plan for current active listings, clients under contract and buyers with active buyer representation agreements.

If you're the listing agent, create a Listing first — then convert it to a Transaction when you go under contract. If you're representing a buyer only, go straight to My Transactions and create a new Transaction.

Listing-side starts in My Listings and includes property details, seller info, and commission splits. When it goes under contract, you convert it to a transaction and add buyer info. Buyer-side starts directly in My Transactions with property, buyer/seller info, and commission all in one flow.

Active listings are under My Listings. Once a deal is under contract or if it's a buyer-only transaction, it appears under My Transactions. Both are in the left sidebar.

Three big ones: 1. Uploading to File Cabinet but not attaching to checklist — An agent uploads all required documents into the File Cabinet and thinks the task is complete. However, the checklist still shows items as incomplete because the documents were never attached to the correct checklist tasks. This delays compliance review. Always attach each uploaded document directly to its corresponding checklist item. 2. Forgetting to update the sale price — An agent marks a listing as under contract but forgets to update the sale price. The transaction record still shows the original listing price, which usually won't match the executed contract. This creates issues when the commission is being prepared. Always update the sale price in reZEN when marking a listing as under contract. 3. Skipping commission or referral fields — An agent submits a transaction but leaves the commission and referral fields blank, assuming they can be completed later. This causes confusion during closing because the brokerage cannot verify commission splits or referral payouts. The transaction may be paused and can result in an inaccurate CDA. Always complete all commission and referral fields before submitting the transaction for review.

Yes. Real Academy has a step-by-step video course that walks you through creating listings, buyer transactions, and uploading compliance documents in reZEN. It covers the same workflow as this guide but in video format.

Real agents have three main CRM options: (1) Lofty — available at a discounted rate through Real, integrates well with your workflow. (2) Your association's CRM — check if your local association offers one as a member benefit. (3) LEO AiRM — Real's own AI-powered CRM, currently in beta. You're not locked into any one platform — choose whichever fits your business best.

LEO AiRM is Real's own AI-powered CRM, currently in beta. It's being built specifically for Real agents and will integrate directly with reZEN and other Real systems. You can start exploring it now, though some features are still being rolled out.

Open your transaction, click the Checklist tab, and upload documents directly to each checklist item. You can also drag files into the File Cabinet or email them to your transaction's unique email address.

Required items must be uploaded for every transaction. Applicable items are situational — upload them if they apply to your deal. Optional items are for your records but not required for compliance.

Pending means your document has been uploaded and is waiting for your Broker to review it. Once approved, the status changes to Completed. If there's an issue, your Broker will reach out.

Drag and drop files directly into the File Cabinet, or email documents to your transaction's unique email address. Both methods get files into reZEN in seconds — then attach them to the right checklist items.

For California-specific questions (broker signatures, license transfer, association changes), use the contact routing card at the top of this page. For general onboarding help, email onboarding@therealbrokerage.com.

Email teams@therealbrokerage.com (Anna and the team specialists monitor it). Real also has a workflow that adds your agents to your team in reZEN and includes the team addendum in their ICA signing, so recruits land inside your team automatically. For a bigger team move, your sponsor can bring in Real's Growth leadership to run point.

Real Academy has a complete training series covering every system, tool, and workflow you'll use as a Real agent — from reZEN and compliance to marketing and revenue share. It's self-paced and available anytime.