On-Boarding

We're Excited You've Selected to Join United Real Estate Kansas City!

STEP 1

Please schedule to meet with our Supervising Broker, Marta Grace to complete the Missouri and/or Kansas License Transfer Forms. Once completed, schedule a meeting with your current Broker to complete the transfer. Your current Broker will sign the applicable transfer forms. Along with the completed and fully executed transfer forms, will need to provide payment by check in the amount of $ 50.00 payable to the Missouri Real Estate Commission. You can pay the $15.00 Transfer fee by Credit Card included in Kansas License Transfer form. Your current Broker will send in the License Transfer forms, your payment(s) for Transfer and if a Missouri license, a your wall license. Kansas License Transfer can be completed via Email if paying by credit card. We request your current Broker also complete the Verification of Transfer Mailing Form so we are not having to wait for verification that your license transfers have been processed by the Real Estate Commissions.

Note: It is our experience that some Brokerage Companies will allow you to take your current active listings and buyer agency agreements with you. Do not have a conversation with your clients before you have a conversation with your current broker about releasing the agreements. If approved by your current Broker, you may have a conversation with your clients advising them of your move to United Real Estate Johnson County and ask their permission to continue your business relationship. All parties to the agreement and your current Brokers signature is required on the cancellation agreements. New agreements will then need to be executed under United Real Estate Johnson County.

If you wish to complete the forms prior to meeting with Chris for his signature, please complete and print the forms below and bring with you to the meeting.

Reference Forms

Kansas Transfer Form

Missouri Information and License Change Form

STEP 2

Please Complete the Online Information Form

Once we have received Verification of License Transfer and you have submitted the Online Information Form, we will begin setting up your On-boarding Package which includes; A Welcome Letter with your United Tools and Systems login and passwords, the United Real Estate Johnson County Independent Contractor Agreement, Direct Deposit Form, W-9 Request for Taxpayer Identification Number and Certification, KCRAR and Heartland MLS Membership Transfer Forms and Do Not Call Registry Acknowledgement The forms will be sent to you via DocuSign, to complete, acknowledge and sign. Once we have received your completed On-Boarding Package, We'll place an order your United Business Package, our gift to you which includes 500 Business Cards, Name riders, We'll send you a Welcome Letter with your login and passwords to the United Systems and Tools.

Reference Forms

Office Transfer & Reactivation Heartland MLS Subscriber Access Form

Sample On-Boarding Package

STEP 3

Once you have completed your On-boarding Package, please immediately schedule your Office Orientation Meeting with your Office Manager. Please Arrive at Your Scheduled Meeting On Time. The Orientation Process will take approximately 3 hours. You will need to bring your Laptop to save important bookmarks and follow along.