Everything to handle before, during, and after a move — in the order it needs handling. Useful whether you move down the street or stay exactly where you are.
No email required. No form, no follow-up call, no adding you to a list. If you're thinking about a move, the last thing you need is your name on someone's spreadsheet.
PDF · 2 pages · Updated August 2026
What's in it
Before you tell anyone. What to read in your own contract, what to document, and what to export while you still have access.
The paperwork. The AREC transfer form, who has to sign it, the $30 fee, and how the 30-day temporary license works.
Your business in transition. Pending files, listings, lockboxes, profiles, and the gap most agents underestimate.
Questions for the brokerage you're considering. Ten of them — including the one almost nobody thinks to ask.
Timing. Renewal, CE, and how to sequence a move around your closings instead of your frustration.
I built this because I have watched good agents lose a listing or a commission over a form and a phone call. Use it even if we never speak — that's the point of it.