California Broker of Record · DRE #02076038
Supervision that holds up in an audit.
Broker of Record services for California real estate teams and property management firms. Real file review, real trust fund oversight, and a broker who answers the phone.
- 10 years in new home sales and mortgage
- MBA, PMP
- Executive Board, BIASC San Bernardino Chapter
Most brokerages don’t fail on sales.
They fail on supervision.
A team outgrows its structure. Files go unreviewed. Trust account reconciliation slips a month, then a quarter. Nobody notices until the DRE audit letter arrives, and by then the fix costs more than the license.
You need a Broker of Record who does the work, not one who cashes a check and forgets your name until something breaks.
What supervision actually looks like
- Transaction file review
- Every file reviewed against DRE requirements before it closes. Not a sample. Not a spot check.
- Trust fund oversight
- Three-day deposit compliance, separate beneficiary records, quarterly reconciliation review. Structured to survive an audit under B&P 10145.
- Advertising and compliance review
- Signage, listings, and marketing checked against DRE advertising rules and your license record before they go out.
- Audit readiness
- Record retention, policy documentation, and a standing compliance manual so a DRE examination is a filing exercise, not a fire drill.
Built for three situations
- The team that outgrew its brokerage
- You have production and a book. You do not have a broker license or the appetite to get one. You want to own your business without waiting two years for the qualifying experience.
- The property manager without a broker
- Your BOR left, retired, or was never really doing the work. You have trust accounts and doors and you need supervision that stands up to scrutiny.
- The out-of-state operator entering California
- You run a book elsewhere and California requires a licensed broker on the ground. You need someone local who knows Inland Empire practice, not a name on a form.
Priced by risk, not by wishful thinking
Every engagement includes a set monthly file allowance. There are no per-file charges inside your band — you know the number before you sign, and so do I.
Residential
1–5 agents, no trust account
Starting at
$1,500
/mo
Up to 10 transaction files a month
Growth
5–15 agents
Starting at
Banded by volume
Bands at 25, 50 and 75 files a month
Property Management
Trust account handling, 250+ doors
Starting at
$3,000
/mo + per-door
Up to 3 trust accounts reconciled monthly
Why property management costs more
Property management is priced higher because trust fund supervision puts my license directly on your reconciliation. That risk gets priced honestly or not taken at all.
Property management minimum
250 doors. Reviewing a trust account takes the same hours at fifty doors as at five hundred, so below that threshold the fee cannot be proportionate and you are better served elsewhere. I would rather say so here than at the end of a call.
I have been on both sides of this
Ten years in new home sales leadership at K. Hovnanian and LGI Homes. Mortgage origination. My own brokerage. MBA and PMP.
I have watched growing operations outrun their compliance structure from the inside, and I have watched what it costs to rebuild after the fact. That is the entire reason this service exists.
I also build software. HomeIQ Academy is live in the App Store. I call myself The Translator because most of my work is turning a human problem into a system that actually holds.
- California DRE #02076038
- MBA
- PMP
- Executive Board Member, BIASC San Bernardino Chapter
The questions you were going to ask anyway
How fast can you take us on?
Fit call, document review, then a written engagement. Typically two to three weeks depending on how clean your existing files are.
Are you actually reviewing files or just lending a license?
Reviewing. That is the whole product. If you want a name on a form without oversight, I am the wrong broker and you are taking a risk I would not take.
What happens if the DRE audits us?
You get a broker who has your compliance manual, your retention records, and your reconciliation history already assembled. That is what you are paying for.
How many clients do you take?
A capped number. Supervision does not scale infinitely and I will not pretend otherwise. When the roster is full, there is a waitlist.
Do you take property management clients?
Yes, at the property management tier, from 250 doors. Trust account supervision is a different risk class and is priced accordingly. Below that threshold the hours are the same and the fee cannot be, so you are better served by a structural compliance product than by me.
What is not included?
I do not run your business. Recruiting, training, lead generation, and day-to-day operations stay with you. I supervise, review, and sign.
Twenty minutes tells us both whether this works.
No pitch deck. Tell me your agent count, your transaction volume, and whether you handle trust funds. I will come back with the tier, the price, and whether I am the right fit.
Fit call request
DRE #02076038
California only · DRE #02076038