Before switching commercial brokerages, ask how the firm sets standards, where deals and referrals come from, who markets you, what tools you can use, and what support you'll have. The answers matter more than the brand on the door, and these questions work for any firm, including ours.
Standards and reputation
- Who decides which agents may handle commercial deals, and what's required?
- How are agents mentored when they take on a new property type?
- Who reviews contracts, and what legal support is available?
Deal flow
- Where do commercial leads and referrals come from?
- Is there a regular meeting where colleagues share opportunities?
- How large is the network you can refer to and receive from, locally and nationally?
Marketing and visibility
- Does the firm market you, or only your listings?
- Is there help with video, social media and published market commentary?
- Will your closed deals and expertise be featured anywhere?
Tools and support
- Which data and listing platforms can you use, such as CoStar and Crexi?
- Who helps with transaction coordination and onboarding?
Fit and freedom
- Can you keep serving clients outside commercial, such as their homes or international investments?
- What is the culture like in person, and how much is shared?
- Do agents have a voice in how the firm runs?
The practical side
- How are existing listings, pending deals and client relationships handled when you move?
- Can you talk with current agents before deciding?
For listings, pending transactions and any contract questions, get answers in writing and talk with your current broker. Practices vary by firm.
Key takeaways
- Compare firms on standards, deal flow, marketing, tools, support and culture.
- Talk with current agents and get practical answers in writing before you move.