Exit Checklist for Leaving Agents

Please fill out the exit checklist when an agent leaves your office

Go to agentupdate.c21redwood.com and select the option “Agent Exit”. You will be asked to go through the step by step process depending if an agent is transferring to another broker, transferring to Sequoia Referrals, or deactivating the license.

Below are the common steps that you will need to complete prior to submitting the agent exit (a pdf version is also under the Resources):

1. Access – Cancel for ALL offices (Key/Fob/ Door Key)
2. Pending Duty Schedule (reassign if applicable)
3. Facebook – Remove from office Facebook Group(s)
4. Remove agent’s mailbox
5. MD Licensees Only: Follow the steps above for “Termination Procedure” (see under Notes below)
6. Notify Relocation@c21redwood.com about agent exit if part Relocation and/or E-Team
7. Run Agent Billing Statement from Transaction Plan. All outstanding dues must be paid by check or credit card immediately. Email agentbilling@c21redwood.com if a payment arrangement was made.

NOTE 1:

For terminating MD Licensees:

• Click this link to download the Termination Procedure
• Click this link to complete the MD Agents Termination Letter that needs to be mailed to agent’s home address
• Click this link to download the Application for Real Estate License Change form

NOTE 2:

If an agent is transferring to Sequoia, you will still need to fill out the agentupdate.c21redwood.com and select Agent Exit (Agent is leaving company). You will only select Transfer to Sequoia on the next option but you must complete the Sequoia Paperwork process as well(click here to take you to the support guide).

Resources:

• Exit Checklist