If you are moving brokerages and would like to change the brokerage you're affiliated with, you'll need to request that your new brokerage (or the brokerage admin) add you as a member of their brokerage workspace. Below is a guide to transitioning brokerages.
Request access to your new brokerage's workspace
The administrator of the new brokerage will need to either invite you to join or add you as a member of their workspace. Once this occurs, you will be added to the workspace and you will be able to see any shared documents, templates, and other members.Note: You may have access to both your new and old brokerage's workspaces for a time during transition. Toggle between different workspaces using the 'Change Workspace' button below your name at the bottom of the menu bar.
Notify your current brokerage and discuss timelines / transactions
It is recommended that you discuss the details of this move and any pending or open transactions you currently have prior to requesting the move.Any open transactions you have in your old brokerage's workspace will stay in this workspace. You will need to reach an agreement with the old brokerage about which transactions you'll take with you, and reach out to our team (help@getincontract.com) for help in moving these to your new brokerage.
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