The Bauer Group

Brokerage scorecard

Score each brokerage from 1 to 5 using only what they gave you in writing. Add the columns at the bottom. Fill in the name of each brokerage at the top.

What to checkBrokerage ABrokerage BBrokerage C
Name
Total cost on one realistic saleSplit, every fee, and what you keep.
Cost in a month with no closingsDesk, monthly, technology and other fees that repeat.
Where the leads come fromNamed sources, not "multiple" with no detail.
How leads are assignedShared, rotated or earned? What makes you lose them?
What you owe on a lead that closes, and one that does notIn dollars or percent, in writing.
TrainingA schedule, a teacher and a first-90-days plan.
Broker accessHow fast questions get answered, and who helps on a hard deal.
ToolsCRM, transaction management, e-signature, email.
Exit termsPending deals, referral fees and any exit fee.
Everything in writingFee schedule and agreement in hand before you sign.
Total (out of 50)

1 is poor, 5 is excellent. A high score on cost with a low score on training or leads is a trade, not a win. Read how to choose a brokerage and what to ask a brokerage that provides leads.

Education only. Not legal, tax or financial advice.

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