Nearly every agent will change brokerages at least once in their career. Whether it’s due to a move, a problem with how the last agency was operated, or just the need for a change of scenery, switching brokerages is often inevitable — but it shouldn’t mean a huge disruption in your career by any means.
As long as you keep your clients, partners, and network in the loop, the impact — both internally and for those you work with — should be minimal.
Are you planning an agency move this year? Just want to be ready in case you do? Here are some templates to use when the time arrives:
For past clients:
Referrals are a big part of the real estate business, so it’s always important to alert your past customers — no matter how long it’s been — of your upcoming move. A great option here is a postcard, sent to the last home you helped them purchase.
Try something like:
This time, I’m the one making the move! I’m proud to announce I’ve joined the XYZ Real Estate team, and I hope you’ll join me next time you need to buy or sell a home.
Learn more about my new agency at XYZ.com or email today to get an updated valuation on your home.
Thanks again for your continued business!
Your neighborhood expert Jane Doe.”
For current buyers:
Contractually, you’ll likely have to leave your current listings behind with your old agency, but your buyers? You can take those with you. Just make sure to alert them long before the move occurs, as any sudden change might make them question your reliability as an agent.
Send them an email like the following:
I want you to be the first to know that I’m changing agencies. I will now operate as part of XYZ Real Estate — an agency well known for its customer service, local knowledge, and dedication to its clients.
Let me assure you: This move won’t impact our relationship or my commitment to helping you find your dream home. That being said, if you would like to learn more about XYZ or my move, please visit us at 123 First Street, check out XYZ.com or email me at XX@XYZ.com. I’m happy to address any concerns you might have.
Now let’s find you that dream home!
For current listing clients:
Since you won’t be able to take your listings with you, you’ll need to send your sell-side clients a break-up letter. If you can, figure out who will be taking over your listings and include that agent’s contact info in any communications you send out.
Here’s a good template to follow:
I want you to be the first to know that I am leaving XYZ Real Estate. While I am unable to keep your listing in my new career at ABC Agency, I promise you will remain in confident and capable hands at XYZ.
Your new agent will be Sally Ride, a longtime agent with decades of experience in our market. She will handle all marketing, contract negotiations, and closing documents from here on, and you’ll be hearing from her directly in the coming days. In the meantime, if you have questions or concerns, please email me at Jane@XYZ.com or call me at 123-456-7890. You can also contact Sally directly at 234-567-8901.
It’s been my pleasure working with you the past few months, and I apologize for any inconvenience this change has caused. I wish you the best of luck in the sale of your home!
For your partners and professional network:
Finally, you’ll also want to let your professional partners know about your big move — particularly lenders, title companies, home insurance agencies, and other vendors who send you referrals. This is especially important if it will impact their ability to do business with you (maybe their firm has an exclusive agreement with your old agency) or if it will change the terms, fees or deliverables between you both.
Here’s a good script to follow:
As of [XX date] I will no longer be a part of the XYZ team. On [XX date] I will move to ABC Realty, located at 123 First Street. My new office number will be 123-456-7890 and email Jane@ABC.com.
If possible, I would love to continue our professional partnership in my new career at ABC Realty. Though my locale will change, my ability to serve your clients and help you achieve your business goals will remain the same. I hope the feeling is mutual.
If you have any questions about how this career move will impact you, your business, or your clients, please don’t hesitate to contact me. Here’s to our continued mutual success!
The Bottom Line
No matter who you’re alerting of the move, the earlier you can do it, the better. No one wants to be surprised with big and unexpected changes — especially when their livelihood, large amounts of money, or their future home is on the line. Make sure to give your clients and partners plenty of heads up and fully outline how the change will impact them and their goals. Always give them a number or email to contact you on in the event they have questions or concerns.