Applicant identity
Collect reliable contact information and match the applicant to the license record.
- Legal and preferred name
- Email, telephone, and mailing address
- Preferred contact method and time
- Application type and requested start date
Formal agent application
Submit the licensing, brokerage, business, transaction, compliance, plan-selection, and onboarding information required for formal review.
Application readiness
Select the statement that best describes where you are today.
Gather your license details, current or prior brokerage information, transaction status, business goals, plan preference, compliance disclosures, and the documents that may be requested after review.
Application information
The custom-field guide uses the same categories so the GHL form, contact record, workflows, and review process stay aligned.
Collect reliable contact information and match the applicant to the license record.
Verify the license type, number, status, expiration, original issue date, and DBPR name.
Identify current obligations and access that may change during transfer.
Determine the supervision, support, systems, and transaction process the applicant may require.
Document the intended brokerage plan and optional systems before final agreements.
Collect disclosures and acknowledgments needed for review without requesting sensitive credentials.
What the brokerage reviews
The brokerage may request clarification, documents, an interview, conditions, or additional review before making a decision.
DBPR status, legal name, expiration, education, reinstatement, restrictions, discipline, and eligibility for affiliation.
Current agreements, pending transactions, listings, buyers, referrals, files, compensation, balances, disputes, and transfer timing.
Referral goals, active production, service areas, competence, training needs, technology needs, transaction support, and responsiveness.
Accuracy, prior issues, pending matters, advertising, document practices, communication, supervision needs, and willingness to follow brokerage policy.
Plan preference on the application
Final pricing, availability, inclusions, fees, support, billing, and transaction terms are confirmed in writing before onboarding.
Low-overhead brokerage affiliation without required MLS or board membership.
Alternative billing for agents who prefer monthly plan payments.
Optional business system for agents who need a basic CRM and website subdomain.
Optional domain-email, website, and automation support.
Prepare your exact license number, legal name, status, expiration date, original license date, and any current DBPR requirements or restrictions.
Prepare the brokerage name, transfer timing, current agreement obligations, outstanding balance, disputes, and any pending compensation or file responsibilities.
Prepare a nonconfidential summary of pending transactions, listings, buyers, tenants, landlords, referrals, deadlines, and the current brokerage responsible for each file.
Prepare your intended activity, service areas, property types, transaction goals, plan preference, CRM needs, website needs, training needs, and MLS intention.
Application and onboarding process
Timing depends on application completeness, license status, follow-up needs, transfer issues, agreements, payment, and regulatory processing.
Complete the formal application and certify that the information is accurate and complete.
Review license status, DBPR information, current brokerage, pending business, and required disclosures.
Provide additional information, documents, explanations, or an interview when requested.
The brokerage may approve, conditionally approve, place on hold, decline, or request further review.
Approved applicants complete brokerage agreements, plan selection, disclosures, payment, and secure onboarding documents.
Complete DBPR affiliation, policy review, systems, training, communication, and transaction procedures.
The strongest application is not the one that promises the most production. It is the one that accurately explains license status, current obligations, intended activity, support needs, compliance history, and willingness to follow brokerage procedures.