Read what governs the move
Independent-contractor and team agreements, fees, notice, ownership of assets, confidentiality and restrictions need a proper review.
The Brokerage Switch Map
A move should feel planned, not detonated.
Build a practical transition checklist around the business you actually have: clients, files, brand, database, team, technology and timing.
Build your map
Show the planner what can break.
The output is a starting sequence for your questions. It is intentionally conservative around active business and client obligations.
Your transition profile
Three choices. One practical map.
Nothing leaves the browser while you build it.
The transition sequence
Move the obligations first. Move the aesthetics second.
A clean announcement is the end of the process, not the beginning.
Build the file ledger
Every listing, buyer agreement, conditional file, firm deal, closing and expected commission gets an owner and written direction.
Protect continuity
Database exports, consent records, document access, email, domains, templates, vendors and devices are inventoried and tested.
Make the new model real
Onboarding, brand updates, technology, support paths and a live-deal review happen on a schedule—not “when things settle.”
Canada-wide perspective. Local requirements.
Registration is one part. Client obligations are the point.
Confirm brokerage transfer and licensing or registration requirements with the regulator and both brokerages in your province or territory. Active agreements and transactions also involve clients, both brokerages, MLS or board requirements and professional obligations.
Use this tool to organize questions, then obtain direction from authorized brokerage leadership and, where appropriate, legal, accounting or regulatory professionals. Do not rely on a recruitment page to interpret your contract.
Get a transition conversation
Send the map if you want Anna to help fill the blanks.
The profile, timing and concerns are included only when you submit this form. Anna can explain her experience and connect the right internal question to the right person. She cannot replace your brokerage or legal direction.
Review my Switch Map
Keep the tool handy
A responsible move starts before the resignation email.
Share the clean link with a partner or teammate, or start a private conversation when the timing becomes real.