Texas Broker Startup Checklist
Your Complete Guide to Launching Your Real Estate Business
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TREC Compliance & Required Forms
Register business entity with Texas Secretary of State
Obtain TREC broker license and activate sponsorship
Set up required TREC forms library (IABS, consumer notices)
Obtain Errors & Omissions (E&O) insurance
Create written office policies and procedures manual
Establish broker supervision plan and schedule
Set up trust account with proper record-keeping system
Display TREC license and Consumer Protection Notice in office
MLS & Association Membership
Join local Board of REALTORS®
Apply for MLS membership and access
Complete MLS orientation and training
Set up MLS profile and access credentials
Order lockbox and showing system access
Review MLS rules and regulations
Technology & Systems Setup
Select and set up CRM system (Follow Up Boss, kvCORE, etc.)
Create professional email address and signature
Set up transaction management software (Dotloop, Skyslope)
Establish cloud storage system (Google Drive, Dropbox)
Set up e-signature platform (DocuSign, HelloSign)
Create scheduling system (Calendly, Acuity)
Install showing software (ShowingTime, ShowMojo)
Professional Branding
Schedule professional headshot session
Design logo and brand colors
Order business cards with TREC license number
Create professional email signature with disclosures
Design yard signs and marketing materials
Order property brochure templates
Marketing Profiles to Activate
Create/claim Zillow Premier Agent profile
Set up Realtor.com profile
Create Google Business Profile
Build Facebook Business Page
Set up Instagram business account
Create LinkedIn professional profile
Claim Yelp business listing
Set up YouTube channel for property videos
Additional Setup Items
Open business bank account
Set up accounting/bookkeeping system (QuickBooks)
Obtain business phone number
Create website with IDX integration
Set up email marketing platform (Mailchimp, Constant Contact)
Join local networking groups (BNI, Chamber of Commerce)
Purchase showing supplies (lock box, signs, flyers)
⚠️ Important Reminders:
- All advertising must include your TREC license number
- Maintain required continuing education hours
- Review TREC rules quarterly for updates
- Keep all transaction records for minimum 4 years
- Supervise sponsored agents according to TREC requirements