BROKERAGE FIRM DOCUMENT SUITE: Office Policy Manual, Brokerage Relationship Policy & Independent Contractor Agreement
Price
Varies by product — see individual Order Forms.
How to Order
Complete the Order Form and send by email. Customization requests are welcome and priced in advance after review.
Overview
If your firm didn’t update these foundational documents in 2025, now is the time. Regulatory changes, evolving practices, and the Antitrust Settlement make this the right moment to refresh your Independent Contractor Agreement, Brokerage Relationship (Agency) Policy, and Office Policy Manual.
What’s Changed Since 2020
Our 2020 suite of documents served clients well for five years—but the following developments now require updates:
- Shifting market conditions
- Advancements in technology
- New CREC forms and procedures
- The impact of the Antitrust Settlement
Products
To help you stay compliant and current, we’ve revamped our full set of integrated, attorney-drafted templates:
- Independent Contractor Agreement: Ensures tax compliance and clarity between firms and licensees.
- Brokerage Relationship Policy (also known as “Agency Policy”): Required for all real estate firms; defines how brokerage relationships are managed and disclosed.
- Office Policy Manual: Required under Colorado law and Commission Position Statements. Available in two tailored versions:
• For Buy/Sell Brokerage Firms
• For Property Management Firms
Not sure which documents you need? You may require one, two, or all three—some firms even need additional versions. We’re happy to help you figure that out.
