BROKERAGE FIRM DOCUMENT SUITE: Office Policy Manual, Brokerage Relationship Policy & Independent Contractor Agreement

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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.

Additional guidance available in our Product FAQ.