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Signature Broker Series

$995.00 $1,500.00

This 10‑module course teaches agents, team leaders, designated brokers, and individual brokers how to plan, set up, and launch a brokerage that sponsors agents. It gives practical knowledge, templates, workbooks, and worksheets to design a brokerage aligned with your goals and expertise. You’ll learn how to build a sustainable business, establish a solid foundation, understand legal duties as a designated broker, and lead with competence and ethics. Graduates will leave confident in their brokerage model and prepared to support agents, drive success, and provide effective training.

This 10‑module course teaches agents, team leaders, designated brokers, and individual brokers how to plan, set up, and launch a brokerage that sponsors agents. It gives practical knowledge, templates, workbooks, and worksheets to design a brokerage aligned with your goals and expertise. You’ll learn how to build a sustainable business, establish a solid foundation, understand legal duties as a designated broker, and lead with competence and ethics. Graduates will leave confident in their brokerage model and prepared to support agents, drive success, and provide effective training.

What it’s all about

The Signature Broker Series is an immersive, step-by-step program built to walk licensed real estate professionals through what it actually takes to plan, set up, build, and launch a real estate brokerage that sponsors agents. 

It’s designed to help you move from “I think I want to open a brokerage” to “I have a real model, structure, and operational plan I can execute,” using resources plus workbooks and worksheets to design a brokerage that aligns with your goals, strengths, and expertise. 

Who it’s for

  • Real Estate Agents + their admin

  • Team leaders + their assistant

  • Designated supervisors + their admin

  • Individual brokers  + their assistant, admin and/or business partner

What the course covers (curriculum snapshot)

You’ll work through the major components of launching and running a brokerage, including:

  • Brokerage vision planning

  • Value proposition + core values

  • Brokerage models + legal structures

  • Costs, fee models, + a growth plan

  • Policies, procedures, + E&O insurance

  • Technology stack + operations

  • Marketing, branding, + advertising

  • HR, staffing, + onboarding/offboarding

  • Education, training, + compliance (plus a graduation module) 

What someone can expect to gain (real-world takeaways)

Because the program is structured around the actual “moving parts” of brokerage ownership, participants can expect to leave with:

  • Clarity and confidence in the brokerage model they’re building

    The course is explicitly positioned to help participants walk away feeling extremely confident and better able to navigate the real-world complexities of being the broker agents rely on for support, training, and success. 

  • A sustainable brokerage foundation (not just a vague idea)

    You’ll cover how to build a sustainable model and strong operational foundation, instead of improvising your way into expensive problems later. 

  • A decision framework for structure, responsibility, and risk

    Expect focused learning around brokerage models, legal structures, and the responsibilities that come with being the designated broker, so you understand what you’re signing up for before you’re in the hot seat. 

  • A “numbers + fees” plan that matches reality

    You’ll work through costs, fee models, and growth planning so your brokerage economics make sense on paper before you try to make them work in public. 

  • Operations + systems you can actually run

    You’ll map out policies/procedures, E&O considerations, and a technology stack to support daily operations, agent support, and scalability. 

  • A brokerage-ready go-to-market approach

    Marketing, branding, and advertising are included, so you’re not launching with a logo and vibes. 

  • A staffing + agent lifecycle plan

    HR, staffing, and onboarding/offboarding are covered so you can recruit, support, and retain people without chaos becoming your company culture. 

  • A training + compliance roadmap

    The program addresses education/training/compliance, which is the unglamorous part that keeps brokerages from getting cooked by preventable mistakes.