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WORKFLOW GUIDE

Connecting your sales agent license to a broker back office.

Getting sponsored is the first step, not the last. Here's what onboarding into your brokerage's own systems actually looks like.

THE WORKFLOW

From sponsorship to full onboarding.

STEP 1
Get sponsored by an active Texas broker

This activates your license, it's required before you can practice. School Estate connects every graduate who requests help with a sponsoring broker.

STEP 2
Complete your brokerage's onboarding paperwork

Typically a W-9, an independent contractor or commission agreement, and your brokerage's own policies and procedures manual. Requirements vary by brokerage.

STEP 3
Get access to your broker's transaction management system

Most Texas brokerages provide software for managing contracts, disclosures, and compliance review on every deal. Ask what system your broker uses and complete any required training.

STEP 4
Get access to MLS and association tools

Your broker's local board affiliation often determines which MLS and Realtor association you join, see the full MLS access workflow.

STEP 5
Set up your commission and disbursement details

Confirm how and when you're paid once a transaction closes, and whether your arrangement changes with production or tenure. This varies brokerage to brokerage, ask your broker directly.

STEP 6
Learn your brokerage's compliance review process

Every contract typically goes through a review before or after closing. Find out who reviews your files and what they check for before you're mid-transaction and unsure.

STEP 7
Get access to brokerage marketing and brand resources

Many brokerages provide templates, signage, and brand guidelines. Confirm what's included and what you're expected to source yourself.

Setting up your own tools too?

Your broker's back office handles transaction compliance and paperwork once a deal is in progress. Your own client relationships and follow-up before that are usually a separate system, see setting up your first CRM.

Not licensed and sponsored yet? See School Estate's Success Pack pricing.

COMMON QUESTIONS

About onboarding with your broker.

Need help finding a sponsoring broker?

Call us, a real person answers, seven days a week.

Call 512-697-9111