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

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Overview

Regulatory changes don’t wait. If you didn’t update your foundational documents in 2025, now is the time. The 2026 versions reflect the Commission’s position on Client confidential information, antitrust settlement requirements, and other developments since 2020.

Products

• Independent Contractor Agreement – Tax compliance and clarity between Brokerage Firms and licensees.
• Brokerage Relationship Policy – Required for all Brokerage Firms. Defines how brokerage relationships are managed and disclosed. Now updated for compensation disclosure and handling Client confidential communication in 2026.
• Office Policy Manual – Required under Colorado. Available for Buy/Sell and Property Management Brokerage Firms.  Now updated for trust account controls and handling Client confidential communication in 2026.

What’s Changed 

2026: Client confidential information disclosure requirements – Designated brokers cannot share Client confidential information with the Employing Broker or others in the Brokerage Firm without Client informed consent.

2025: Broker compensation and disclosure following antitrust settlements. Updated trust account controls, REAP procedures, and PII preservation.

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