REALM Portal for Brokers

Pin Your Licenses to Renew, Manage Sponsorships, and More

Brokers and sales agents must pin their license record to their REALM Portal account before managing sponsorships. If you are experiencing issues with renewals, sponsorships, or don't see your license number in your REALM Portal account, this should be your first step.

To ensure proper access:

• Confirm all license records are pinned to your account.
  • Log in to the REALM Portal and click the Licenses tab at the top of the page. If you see your licenses or other records, you're all set-no further action is needed.
• If you do not see your license record and do not have your PIN or State ID, use the State ID and PIN Number Tool to get the information you need to attach them.

Requesting a Delegate To Manage a Broker Account

Brokers may authorize a delegate to assist with managing administrative functions within their REALM account. This video explains how to request a delegate.

Important: Delegates may assist with administrative tasks, but the broker remains responsible for all submissions made under their license.

To accept a delegate invitation:

• Log in to your REALM Portal account.
• Navigate to "Account Management" at the top right corner of the page.
• Scroll down to reach the invitation and click "Accept."

When Should You Use This Feature?

You may consider adding a delegate if:

• You manage multiple sponsored sales agents.
• You want assistance with administrative tasks.
• You are part of a large brokerage with shared compliance responsibilities.

If you do not need to assign a delegate, no action is required.

Adding a Delegated Supervisor

Brokers can designate delegated supervisors within the REALM Portal. These videos walk through how to add a delegated supervisor.

Note: Designating a delegated supervisor does not transfer ultimate responsibility. The broker remains responsible for supervision as required by law.

Broker Sponsorship List

Follow these steps to download a spreadsheet of the agents you sponsor:

• Log in.
• Navigate to "Licenses."
• Click the Record Number of your business broker license.
• Select "Download Sponsorship History." The file can take time to download, so please be patient.

This video walks through the steps.

Terminating Sponsorship

Brokers with many sponsored agents can search by license number (including suffixes such as -SA, which are case sensitive and must be capitalized).

Website license holder search updates make take 24-48 hours after termination to appear.

The video below shows you how to terminate sponsorships. The agency also has a seven-step PDF guide on this process.

Adding DBAs

Some license holders are missing their DBAs on their license holder search profiles. This is a data conversion issue that is being addressed. In the meantime, you do not need to resubmit any documents for your existing DBAs. If you already have an approved DBA with TREC, you can use it even if it is not appearing on the website.

If you are adding new DBAs to your account, note that review will take longer than it has in the past. By law, TREC is required to review the documents you upload to the REALM Portal before issuing your DBA. You do not need to email your documentation unless it has been requested by TREC. The video below explains how to add DBAs to the REALM Portal.