The Ultimate Checklist for Switching Brokerages Smoothly

Switching brokerages can be one of the most impactful moves you make in your real estate career. But let’s be honest - it’s not something you want to wing. Whether you’re feeling stuck, want more support, or simply believe your business has outgrown your current environment, the transition needs to be handled with intention and clarity.

At GPG, we’ve seen agents make the leap and thrive - but we’ve also seen how easy it is to overlook the small details that can lead to big headaches. This checklist is built to help you switch brokerages smoothly, professionally, and with your momentum intact.

1. Get Honest with Yourself: Self-Assessment & Goal Setting

Before you even set a meeting with another broker, take time to reflect:

• What’s working at your current brokerage?
  
  
• What’s holding you back?
  
  
• What does your ideal support system look like?
  
  

Are you seeking better commission splits? More structure and mentorship? A culture that values consistency and career longevity? Get clear on what you actually need to thrive.

2. Do Your Homework: Research & Interview Brokerages

This is not a one-size-fits-all industry, and brokerages are not all created equal. When evaluating your options:

• Schedule meetings with multiple teams or brokerages.
  
  
• Talk to current agents—they’ll give you the clearest picture of the day-to-day.
  
  
• Ask about onboarding, training, and lead flow.
  
  

3. Know the Numbers: Analyze Commission Splits & Fees

Commission split is important—but total take-home is what matters. Be sure to ask:

• Are there desk fees or monthly tech fees?
  
  
• Do they provide marketing support, or is it DIY?
  
  
• Is there a cap on commission?
  
  
• What are the transfer or closing fees to leave your current brokerage?
  
  

The most financially attractive option on paper may lack the structure or mentorship you need to actually grow your income. Think long-term.

4. Check the Brand Strength

Branding matters—both the brokerage's and your own. Ask:

• Does this brokerage have a strong local or online presence?
  
  
• Can you build your personal brand under their umbrella?
  
  
• Will they provide updated signs, materials, and templates?
  
  

At GPG, we provide agents with ready-to-go branding kits and systems designed to amplify your visibility—not compete with it.

5. Ask About Mentorship & Training

One of the most overlooked pieces during a switch is training. Whether you’re a rookie or a veteran, support matters.

• Is there 1-on-1 mentorship available?
  
  
• Do they offer real-world, boots-on-the-ground coaching?
  
  
• What’s the structure for ongoing education or accountability?
  
  

We’ve found that agents who are coached consistently close more deals—and last longer in the industry.

6. Plan the Transition Carefully

Before giving notice:

• Notify your current broker respectfully and in person.
  
  
• Review any existing contracts or obligations.
  
  
• Clarify who keeps what—open deals, client contacts, and listing rights.
  
  

Admin checklist:

• Update your license and MLS affiliation.
  
  
• Change your digital footprint (email signatures, Zillow, Realtor.com, etc.).
  
  
• Order new signs, cards, and marketing materials.
  
  
• Return brokerage-owned lockboxes or signage.
  
  
• Book a new headshot session to reflect your fresh start.

7. Communicate Your Move Like a Pro

This is your moment to own your brand and reassure your network.

• Send an email to your client list.
  
  
• Post your announcement on social media.
  
  
• Update your profiles and bio everywhere.
  
  

Frame your move as a growth decision: "I’ve joined a team that allows me to better serve my clients and grow as a professional." Keep it upbeat, positive, and forward-focused.

Final Thought: Transitions Are About Trajectory

Leaving a brokerage isn’t a breakup—it’s a realignment. A chance to get back to what matters most: relationships, growth, and building a business that’s sustainable over the long haul.

At GPG, we don’t just bring agents on—we build them up. If you're looking for a team that believes in coaching, consistency, and conversations that convert, we’d love to talk.

Ready to talk about your next move? Schedule a call with us today.