Legal &
Compliance
Contracts, forms, and marketing rules — plus the people who can answer when the file gets complicated. When you're not sure, ask before you sign.
Broker Hotline
Contract question mid-negotiation? Something off on a file? Call before you sign, send, or advise a client.
Know the rules before you need them
Policy manuals, license law, and brand standards — the documents worth bookmarking now rather than hunting for later.
The forms you reach for most
Three documents that come up in nearly every transaction. Grab them here instead of digging through email.
Get your disclosures right
Your license number and IABS belong on your public profiles. Here's how to add them — and where to send work for approval.
Need a logo or campaign approved?
Send marketing pieces to the broker for review before they go out. It takes a few minutes and saves the headache of pulling a published ad.
Submit for reviewWho to call
When in doubt, ask. That's what we're here for — and it's always faster than fixing it afterward.
Brokerage practices, contracts, and legal questions. Start here when something doesn't look right.
Contract compliance and file review. He's the one making sure your paperwork holds up.
Commission payments, mutual releases, and accounting questions.