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An operations manual turns “ask the broker” into written standards: files, advertising, money, onboarding, and escalation. Build it as living SOPs tied to your systems—not a binder nobody opens.
About a 18-minute read · Updated 2026-07-31
Write the exception path
If the manual only covers happy-path listings, it fails the first dual agency, referral dispute, or wire-change day.
At minimum: who may advertise what, how files get broker-approved, how commissions/CDAs are produced, how agents are onboarded, and who escalates compliance issues. Pair with compliance audit checklist.
See it as one brokerage OS
Brokurz unifies CRM, transactions, commissions, recruiting, compliance, and branded sites under your brokerage—without stitching vendors together.
A PDF that says “complete the checklist” without a system checklist will drift. File review: broker review guide. Payouts: CDA guide. Onboarding: onboarding checklist.
Retention periods, trust rules, and advertising approvals vary. Link your state guide and counsel-reviewed language. State start guides: start a brokerage in your state.
Brokurz encodes checklists, approvals, and commission evidence in the workflow so the manual matches reality under your brand.
See it as one brokerage OS
Brokurz unifies CRM, transactions, commissions, recruiting, compliance, and branded sites under your brokerage—without stitching vendors together.
Brokurz unifies CRM, transactions, commissions, recruiting, compliance, and branded sites under your brokerage—without stitching vendors together.
A written set of policies and procedures for how the firm supervises agents, runs files, handles money and advertising, and escalates issues.
At least annually, plus after plan changes, new offices/states, material incidents, or regulator/rule updates.
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