How To Move Your Real Estate Team To A New Brokerage

If you’re a real estate team leader or part of a team considering a move to a new brokerage, this article is here to help. It explains what factors you need to consider, how to move your team, and why you should join us at Pinnacle Realty Advisors.

Moving your team can be daunting, but it can lead to increased commission and a better overall experience with the right strategy and support for you and your team. 

In this article, we will provide a step-by-step guide on how to move your real estate team to a new brokerage. We will cover everything from assessing your current situation to making a smooth transition. Read on to learn more. 

What To Consider When Moving Your Real Estate Team

If you’re considering moving your real estate team to a new brokerage, there are several questions to answer.

The Current State Of Your Team icon Why Should I Consider Moving My Real Estate Team To A New Brokerage?
The Status Of Potential Brokerages icon How do I determine if a new brokerage is a good fit for my real estate team?
The Cultural Setup icon How can I ensure a smooth transition for my real estate team?
The New Brokerage’s Technology icon How do I inform my current brokerage that I am leaving?
The Commission Structure And Compensation icon Can I bring my clients with me to the new brokerage?
The Commission Structure And Compensation icon What should I expect during the transition process?

Why Should I Consider Moving My Real Estate Team To A New Brokerage?

Thinking about moving your real estate team to a new brokerage might seem daunting, but it could be the step that catapults your team to new heights. Before making any decisions, you’d be wise to sit down and ask yourself a few crucial questions.

Firstly, get clear on what your current brokerage is costing you, and if there might be better deals out there. You may come across various structures as you do your research.

You’ll want to think carefully about which type of fee you choose. Most real estate teams fall prey to commission splits that are significantly more expensive than the other options on the list.

Next, think about the perks your team is getting right now. Are they enjoying certain benefits and support that help them excel in their roles?

Look for one providing the latest technology tools and resources to help your team succeed, specifically access to customer relationship management (CRM) software, marketing resources, and training and development programs.  The best brokerages will have strategic partnerships with companies that will help you and your team grow.  You will want to pay special attention to partnerships surrounding lead generationCRM’s, and website services.  Having pre-vetted vendors at your disposal is a massive game changer while still putting the choice in your hands.

Also, look for other systems that could potentially help you drive profits. These could include:

  • Listing management software
  • Transaction management software
  • Virtual tour and staging software
  • Electronic signature software
  • Lead generation and management software
  • Marketing automation software
  • Social media management software
  • Data analytics and reporting tools
  • Mobile apps and websites for agents and clients.

For instance, here is what is included with your membership at Pinnacle Realty Advisors:
pinnaclehq virtual office suite for real estate agent

Finally, jot down a wish list for your next brokerage.

What are the non-negotiables that it absolutely must offer? This could be anything from more advanced technology to better training opportunities, kind of like looking for those must-have features in a new home.

To get the ball rolling, start by giving your team a ‘health check’. Check in on how well they bring in new clients, close deals, and keep customers happy. This is where quick surveys might come in handy to gauge your team’s strengths and weaknesses.

Considering a move could potentially mean more money in your pocket by reducing commission splits, plus the chance to tap into superior technology and support that the new brokerage provides. In short, switching brokerages might just be the refresher your team needs to ramp up their game and become a powerhouse in your local real estate market.

How do I determine if a new brokerage is a good (cultural) fit for my real estate team?

Determining if a new brokerage aligns well with your real estate team’s culture is a nuanced process that involves more than just assessing financial prospects. First, evaluate if your team’s operational style and values align with the potential brokerage’s. It’s essential that the day-to-day business conduct resonates well with your team to avoid potential friction.

Getting this right can have some serious benefits. A good match can mean people enjoy their jobs more, work together better, and generally get more done. It can also be a great chance for learning new tricks of the trade and connecting with folks who really get where you’re coming from. And let’s not forget, when your team feels like they fit in, they’re more likely to stick around, building strong, long-term relationships with clients and each other.

To ensure a wise decision, consider aspects such as the brokerage’s reputation, commission structure, and the support and training programs they have in place. Additionally, seek referrals from experienced agents and take the time to meet and interview the brokerage’s leadership team. This comprehensive approach will help you gauge whether the new brokerage is indeed a fruitful match for your team

How can I ensure a smooth transition for my real estate team?

To ensure a smooth transition for your real estate team to a new brokerage, it’s key to keep the lines of communication open. Be clear about the changes and offer plenty of resources and support to help everyone adjust. Also, set up training sessions to get them up to speed with any new technology or systems that will be in place. This way, you can tackle the transition as a united front, making the process seamless and efficient.

How do I inform my current brokerage that I am leaving?

Informing your current brokerage about your departure is a crucial step in the process of transitioning to a new brokerage. It’s a matter of professional courtesy and ensures a smooth exit. Start by reviewing your current contract or agreement with your brokerage to understand any specific notice periods or requirements.

Once you have a clear understanding of the terms, schedule a meeting with your broker or manager to discuss your decision to leave. It’s best to do this in person or via a formal email, clearly stating your intention to terminate your association with the brokerage.

Be prepared to discuss any potential outstanding obligations, such as pending deals or commissions, to facilitate an amicable departure.Now, let’s delve into the significance of taking ownership of your tools during this transition.

The Importance of Taking Ownership of Your Tools When Switching Brokerages

Switching brokerages is a pivotal moment in a real estate agent’s career. It’s a decision that requires careful planning and execution. While informing your current brokerage of your departure is a crucial step, the process doesn’t end there. Taking ownership of your tools and assets is equally essential, and here’s why:

1. Safeguarding Your Independence and Client Relationships:

When you switch brokerages, you’re essentially moving your business. Your email accounts, website, custom URL, and CRM system are the lifelines of your real estate operations. By taking ownership of these assets, you’re protecting your independence and preserving the client relationships you’ve worked hard to build. It ensures that you can continue to serve your clients seamlessly without disruptions.

2. Maintaining Control Over Lead Generation and Communication:

Your lead generation tools and team communication platforms are integral to your success as a real estate agent. During a brokerage transition, you need these tools to sustain your lead flow and keep communication with your team and clients intact. Ownership empowers you to maintain control over these vital aspects of your business, allowing you to operate as usual, even during the transition.

3. Preserving Your Marketing Efforts and Data:

Drip campaigns, CMA tools, and marketing automation are essential for staying competitive in the real estate market. Taking ownership of these tools means you can continue your marketing efforts without interruption. It also ensures that you have access to accurate data and resources for providing valuable insights to your clients.

What should I expect during the transition process?

Transitioning your team to a new brokerage can be significant change in your real estate career(s), and knowing what to expect during this process is crucial. By taking ownership of your tools and assets, you can expect a smoother and more controlled shift. This means minimizing the risk of data loss, downtime, or miscommunication that can often occur when relying on your previous brokerage’s systems. Also, you may need to complete paperwork, attend training sessions, and inform your clients of the move.


Expect peace of mind as you transition to your new brokerage, knowing that you’ve taken the necessary steps to maintain the stability and continuity of your real estate business.

Can I bring my clients with me to the new brokerage?

Typically, clients are considered the property of the brokerage, but you can inform your clients of your move and request their continued collaboration at the new brokerage. Building strong relationships and transparent communication can help retain clients who value your expertise. It’s essential to respect any non-solicitation agreements and provide exceptional service throughout the transition.


The Benefits Of Moving Your Real Estate Team To Pinnacle Realty Advisors

  • Branding Freedom: You have the freedom to run your business your way.
  • Full-Service Support: Offers a range of services to help your business succeed.
  • Keep 100% of Your Commission with No Hidden Fees: Pinnacle Realty Advisors charges a flat monthly fee, allowing agents to retain all of their commissions. This structure can be a game-changer for real estate teams, enabling them to reinvest more into their businesses.
  • Top-Tier Agent Support: Offers on-demand support and a dedicated agent success team.
  • Access to Over 50 Tools and Resources: Provides access to a wide range of tools and resources, including partnerships with top real estate schools and learning platforms.
  • PinnacleHQ Dashboard: Offers a virtual office with a variety of services and resources to help businesses grow and succeed.

As a leading Brokerage-as-a-Service, we do not have commission splits and you only pay for what you use.

Finding the perfect real estate brokerage is usually challenging. However, Pinnacle Realty Advisors is here to help. We offer a unique set of services designed to help your business achieve remarkable success.comparison table of Traditional Brokerage vs Brokerage-as-a-Service

Most real estate teams fall prey to commission splits that are significantly more expensive than the other options.

Keep 100% Of Your Commission And No Hidden Fees

For example, Pinnacle Realty Advisors is a brokerage that offers a unique pricing structure that sets us apart from other brokerages. We don’t take any commission from any transaction. Instead, we charge a flat monthly fee, which includes access to all the resources and support we offer. Hence, agents get to keep 100% of their commission, which benefits real estate teams looking to maximize their earnings. 

Compared to other brokerages charging percentage commissions, our approach can be a game-changer for real estate teams. Members can keep more of their hard-earned money and reinvest it into their businesses. It doesn’t feel like a constant scramble to hold onto funds. 

Our fee structure is simple. You pay a flat fee every month depending on the level of service you want, and in exchange, you get access to our professional support. That’s it!

You can choose between various plans, depending on your preferred setup. Under a Sponsorship Plan, you keep our brand name, Pinnacle Realty Advisors, and operate through us. By contrast, on a White Label Plan, you can build your own brokerage and hire your own agents. It’s all on your terms. 

Most teams choose a monthly pricing plan. These let them keep 100 percent of their commission with no hidden fees. They also get access to brand guidelines, direct access to brokers whenever they need them, and on-demand support. 

There are no annoying desk or franchise fees, and some plans offer ongoing training, helping your team stay at their best long-term. Set up is less than 24 hours, and you can access various marketing tools to help you serve your clients better. 

However, you don’t have to take our word for it. Just look at what real estate teams using our services say about us. For instance, Kelly Loessin of Loessine Properties said, “I wanted to have my own brokerage, [and] have my family be a part of it, which they now are. I wanted the ability to start my own brand and marketing and be able to own my own company. I highly recommend Pinnacle Realty Advisors.” 

Similarly, Ryan & Allyssa McLemore said,  “We love Pinnacle mainly because we get to run the business how we want to run the business. You choose your own path, and you’re not limited.”

Lastly, Brandon Koletsky said, “I don’t think you’ll find a better brokerage platform when it comes to your needs as an agent. They have been nothing short of incredible with quickness in solving any issue or question that I may have.”

Access Top-Tier Agent Support

Pinnacle Realty Advisors also offers top-tier agent support for subscribers. You can join and launch a real estate business in less than 24 hours with on-demand support and a dedicated agent success team. 

We guide you through starting up, making it easy to get on board. You can then arrange as much or as little help as you need to begin earning money and serving clients.

Use More Than 50 Different Tools And Resources

Pinnacle offers more than 50 tools to help real estate teams run their businesses however they want. For instance, you can access our network of vetted real estate schools and get access to the best education available in the industry. Our partnerships with the best schools, including Champions School of Real Estate, The CE Shop, McKissock Learning, Coursera, and Udacity, provide access to a broad swathe of real estate schools and learning platforms.

list of prop-tech partners, startups and businesses real estate use

With our platform, users can access the services they need most while receiving the best customer support. Our team is dedicated to helping users make the most of our marketing tools, answering questions, and providing guidance. Both agents and brokers can use our tools to take their business efforts to the next level and succeed. 

We also offer financial, legal, and insurance services. Every team that subscribes to our services can secure their daily operations and get E&O insurance coverage. This form of insurance protects your business from claims even if clients sue for negligent acts, errors, or omissions you commit that lead to financial loss.

Leverage The PinnacleHQ Dashboard

Lastly, joining Pinnacle comes with access to the PinnacleHQ Dashboard. This service offers unlimited access to hundreds of vetted home-service vendors and marketing tools at low prices for you and your clients. 

PinnacleHQ Dashboard on laptop and mobile screen

PinnacleHQ includes various services designed to provide agencies with everything they need to succeed in today’s competitive market. Users can access a wide range of services and resources with a few clicks designed to help them stand out, attract new clients, and build their brand.

One of the key features of PinnacleHQ is its marketing services. Whether users need help with social media management, content creation, or advertising, PinnacleHQ has trusted partners available throughout the year. Users can pick the required service and let PinnacleHQ connect them with the right partner.

PinnacleHQ also offers a range of tools and resources to help businesses power up their operations. From lead generation tools to continuous education credits, users can access best-in-class services from top-quality partners at discounted prices.

Another valuable feature of PinnacleHQ is its vetted vendors. With over 20 vendors involved in every real estate transaction, finding the right business can be challenging. PinnacleHQ has done the hard work for users by vetting top-quality companies that can aid in the transaction process.

Finally, PinnacleHQ offers a virtual office where users can store and access all the legal documents, tax items, and other links required to run their day-to-day business. With secure access to essential resources, users can stay organized and focused on what matters most – growing their enterprise.


How To Make The Move To Pinnacle Realty Advisors

Becoming a member of Pinnacle Realty Advisors is simple. Here’s our process: 

   1. Contact Us

You can get in touch with us by filling out the form on our website, sending us an email, or giving us a call. Provide us with your name, phone number, email address, and the state where you registered your business. 

Then tell us more about yourself. Are you an agent interested in learning more about joining Pinnacle? Are you an industry professional looking for additional information about one of your properties? Or are you someone else with a different background looking to work with us? 

   2. Sign Up

Alternatively, you can sign up for our services and move to Pinnacle Realty Advisors immediately. Our sign-up process is easy. Schedule a “no commitment call” with us, and we will explain your options. If you are happy, click the plan you want and fill out the required information. Tell us your name, contact details, and license information, such as your license number, the state where you operate, and your local REALTOR association. Also, if you are a “transfer agent” moving a team over, tell us during the sign-up process. 

   3. Wait For A Response

Once we receive your application, we will review it and give you a response. You’re then signed up and free to use our services. Activating your license doesn’t take long, but we try to make it happen as quickly as possible.


In conclusion, moving your real estate team to a new brokerage can be challenging but is often worth it. Before you transfer, assess your team’s current state, research brokerages, ensure a strong cultural fit, analyze the new brokerage’s technology and commission structure, and determine if the move is worth it. 

Pinnacle Realty Advisors is a unique brokerage that offers a different pricing structure that allows you to keep 100% of your commission and no hidden fees, making it an ideal brokerage for real estate teams. By making the right choice and moving your team to a suitable brokerage, you can increase your commission and enjoy a better overall experience for you and your team.

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