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brokerage launch project management

Brokerage Startup & Launch Project Management

Getting a brokerage off the ground means navigating a lot of regulatory, operational and administrative requirements. AskMark helps keep the pieces moving.

Our Services

Starting a brokerage is a project.

Maybe you're a busy agent who's thinking about starting a brokerage, but you don't have the time – or the desire – to jump through all the hoops. Or maybe you're already up and running, but you know you don't have all the systems and processes you need.

 

Either way, there are a lot of plates that need to be spinning at the same time to get you from where you are now to a well-run brokerage that's ready for take-off.

Ask Mark Cadesky brokerage operations

It's not just about
getting registered.

Getting the brokerage registered is obviously important. But registration doesn't give you the systems, processes and infrastructure you need to actually run it.

 

There is banking to set up, systems and service providers to choose, processes and checklists to create, agreements and governance documents to put in place, and decisions to make about how the brokerage will actually operate.

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And many of those pieces are connected. One decision can affect another, and some things can't happen until something else is done first.

 

That's where the project management comes in.

 

AskMark can keep those plates spinning, keep track of what needs to happen and when, follow up on outstanding items, coordinate with the other professionals and service providers involved, and make sure the next thing that needs to happen happens.

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What can AskMark help with?

Depending on where you are in the process, that can include:

  • coordinating incorporation and initial business setup;

  • setting up banking and real estate trust accounts;

  • preparing and submitting the RECO brokerage application;

  • arranging and participating in meetings with third-party providers;

  • helping evaluate systems, software and service providers;

  • helping determine how the brokerage's deals will be processed and getting the necessary people, systems and processes in place;

  • establishing document-management processes;

  • developing brokerage processes and checklists;

  • creating agent onboarding and offboarding processes;

  • developing the Independent Contractor Agreement and brokerage governance documents; and

  • preparing the brokerage to onboard agents and begin operating.

 

And all the things that come up along the way that nobody thought to put on the list.

Brokerage Launch Roadmap

01 – Set Up

  • Incorporation & initial business setup

  • Banking & trust accounts

02 – Register

  • RECO brokerage application

  • Regulatory requirements

03 – Build

  • Systems & software

  • Service providers

  • Infrastructure

04 – Organize

  • Processes & checklists

  • Document management

  • Governance

05 – Prepare

  • Agent onboarding & offboarding

  • Agreements

  • Deal-processing systems

06 – Launch

  • Brokerage ready to onboard agents and begin operating

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Keep doing what you're doing.

It can be business as usual for you while AskMark keeps the project moving.

 

You'll still be involved in the decisions that are yours to make. You just don't have to manage the project.

Broker of Record help

Launch is only the beginning.

Opening the doors doesn't mean AskMark has to disappear.

 

If you want ongoing help once the brokerage is operating, AskMark can continue to provide support through Fractional Management, Agent & Broker of Record Support, Brokerage Training, and Brokerage Consulting & Improvement.

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Ask Mark real estate consulting

Ready to get your brokerage off the ground?

Let's talk.

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