I Am Joining Simply —
Now What?

Before You Move Brokerages

Complete these steps prior to leaving your current brokerage.

• 1. Handle listing transfers

  For all active or future listings, have the seller sign a "listing transfer form"
• 2. ⚠️ Copy all paperwork from your current transaction software NOWYou will lose access to your documents the moment you leave — even if you were using GAAR's transaction desk. Download and save everything before you go.
• 3. Export your contacts from your current CRM

  Export a full copy of all contacts and their information Then permanently remove those contacts from the same CRM
• 4. Handle your "brokerage-owned" emailIf your email is property of your brokerage, before you leave send everyone your new address and turn on "vacation mode" noting you have a new email.
• 5. Handle your "brokerage-owned" websiteIf your website belongs to your previous brokerage, get a new website up and running as soon as possible.
• 6. ⚠️ Do this last — Ask your current QB to release your license to NMREC

  Your QB is required to send your license to NMREC within 48 hours. Do not do this until you are ready to officially make your move.

• 1. Send your RLD login info to Simply and a copy of your E&O insurance — we'll handle the transfer for you — wait until you are ready to make your move before sending thisEmail both to Carrie at carrietraubsimply@gmail.com
• 2. Sign paperwork with SimplyComplete and sign your ICA and any other onboarding paperwork with Simply before anything else.
• 3. GAAR transfer — Simply will handle this for youYou do not need to contact GAAR yourself. Carrie's office will take care of the transfer.
• 4. Order new signs or decalsOrder Simply-branded signs or decals to cover your previous brokerage logo. Simply will help you with this. (Compliance only requires brokerage name and office number)