Making the move: a week-by-week game plan.

Free lesson from Fearless Training. The Indiana transfer steps come straight from the PLA Real Estate Transfer Guide and PLA Licensing Information (checked October 27, 2026). The setup checklist comes from the onboarding checklist our agents use, and the habits come from Got Your License, Now What? Module 10 and Mastering the Art of Follow-Up. This isn’t legal advice: your independent contractor agreement controls your own situation.

Weeks 4–2 before the move: decide quietly

• Write down why you’re leaving. List 3 things you want more of (support, training, splits, culture) and 3 you won’t give up. Use the list to judge every brokerage the same way.
• Interview at least 2 brokerages. Ask every managing broker the same questions (below), and keep the conversations confidential.
• Read your current independent contractor agreement. Look for notice periods, who controls active listings and pending deals, and how fees or referral splits on deals that close after you leave are handled. If anything is unclear, ask in writing.
• Check your license and CE. Your license has to be current and not expired when the transfer is approved. Indiana brokers need 12 hours of CE every year (July 1–June 30) to renew Active (PLA). Make sure your Access Indiana and MyLicense One logins work now, not on transfer day.

Questions to ask every managing broker

1. What is the split, and what fees will I actually pay each month and each transaction? Can I get it in writing?
2. Who answers my contract questions at 8 p.m., and how fast?
3. What training is live, what’s recorded, and how often?
4. What happens with my pending deals and the listings I bring?
5. What does my first 30 days look like?
6. Can I talk to 2 agents who joined in the last year?

The week before: get your house in order

• List every active client, listing and pending file with its key dates (inspection, appraisal, closing). Plan to ask both managing brokers how each one will be handled.
• Export your own contacts and notes to the extent your current agreement allows.
• Draft your client message and your sphere announcement (scripts below) so they’re ready to go out the day the transfer is approved.
• Line up your new brokerage’s onboarding: agreements to sign, board and MLS updates, signs and tech.

Transfer week: the Indiana PLA steps

Indiana broker transfers now happen online in MyLicense One, which replaced INBiz and mailed forms (PLA Transfer Guide).

1. Tell your current managing broker first, in person or by phone, then in writing. The state’s reassignment application asks you to affirm that you’ve notified the releasing broker of your intention to associate with another brokerage (State Form 47478).
2. Log in to MyLicense One with your Access Indiana account. If your license isn’t on the dashboard, choose “Don’t see your license?” and link it with any two of license number, SSN or date of birth.
3. Click the three dots (…) under your Real Estate Broker license and choose Reassignment.
4. Choose Transfer to New Company/Managing Broker as an Associate Broker, add your new employer and select your license status.
5. Sign the affirmation and pay. The PLA fee schedule lists the Broker Reassignment Transfer Fee as $10, and online processing fees may apply.
6. Your new managing broker approves the request in their own MyLicense One account (“Manage Transfer Requests”). It can take 1–2 hours for your request to show up in their queue.
7. Once approved, the PLA says the license typically moves to the new brokerage within one business day. Active or Unassigned licenses transfer as Active, and Referral or Inactive licenses transfer as Referral.
8. If you’re also asking to activate from Referral or Inactive, you’ll transfer as Referral first, then Commission staff review your eligibility. Continuing education may be due, and you should upload your CE certificates with the request.
9. Confirm the new assignment on your MyLicense One dashboard before you take any new client action under the new brokerage.

Then update your board and MLS membership. In Northwest Indiana that’s typically the local board and FlexMLS. Update your profile there the same week.

Your first 30 days at the new brokerage

Week 1: Set up everything

• Sign the new brokerage’s policies and your independent contractor (or team) agreement.
• Update your email signature, voicemail and every social profile with the new brokerage.
• Set up the new CRM and transaction-file system (at Realest.com, that’s Lofty and SkySlope), and start their training this week, not after your first deal.
• Order signs and lockboxes, and set up your payment profile so commission checks reach you.
• Send your client message and sphere announcement.

Week 2: Re-introduce yourself

• Call your top 25 past clients and sphere contacts. Use the announcement script as a reason to catch up, not a pitch.
• Learn the new office’s paperwork flow on a practice file before your next live deal.
• Book a sit-down with your new managing broker to set 30- and 90-day goals.

Weeks 3–4: Back to the Daily 5

• Daily 5: talk to 5 people, follow up with 3, post 1 piece of value, preview 1 home or attend 1 event, and track it.
• Time-block every weekday: 2 hours prospecting, 30 minutes learning, client time in the afternoons, 1–2 hours of admin a week.
• Run the 5-step follow-up system on every lead: first contact, value on days 3–5, a personal touch on days 7–10, monthly check-ins and a direct ask after 5+ touches.
• Day 30 review: compare your numbers with your last 30 days at the old brokerage.

Scripts for the hard conversations

Telling your current managing broker

If they push back or make an offer

Message to active clients

Sphere announcement (text or post)

Never bad-mouth your old brokerage, in person or online. Your clients and your future referrals are watching how you leave.

What to do when…

Your transfer still isn’t complete

The usual cause is that the new employer hasn’t approved it yet. Confirm you submitted it in MyLicense One, give it 1–2 hours to show up in their queue, and ask your new managing broker to check “Manage Transfer Requests” on the correct license record (PLA).

You picked the wrong employer

If it hasn’t been approved, submit a new Reassignment. The newer request replaces the old one. If the wrong one was already approved or denied, contact the PLA (pla5@pla.in.gov) and submit a new request.

You transferred but show Referral, not Active

Activation needs Commission staff review, and CE may be due. Upload your CE certificates and watch for PLA email.

Your license expired before the move

You have to renew or reinstate before a Reassignment can be filed (PLA).

A client asks to stay with the old brokerage

Respect it, help with a clean handoff and stay friendly. Agreements about any referral split belong in writing between the brokers.

Your production dips in month one

That’s common while systems change. Protect the 2-hour prospecting block, and make the Week 2 re-introduction calls your top priority.

Track the transition

How to measure it: by the end of week 4 you should be back to 25 conversations a week, with every client and lead entered in the new CRM.

If you’re looking at Realest.com

Realest.com is a faith-based, service-first brokerage rooted in Crown Point, Indiana, at 112 S. Main St. Its core values are Love Thy Neighbor, Build Not Chase, Always Be Learning, Ownership Mentality, Team Over Ego and Community Impact. Agents pay no monthly, franchise, desk or tech fees. We’d rather walk through splits in person than post them on a page.