Arizona Agent Move Kit: 18 Things to Download Before You Resign

Arizona-specific guidance from 1912 Realty Tucson

The 18-Item Export Checklist

1. Full CRM export (contacts, tags/segments, lifecycle stage)
2. Active + past client lists (CSV)
3. Pipeline/Deals with dates & values
4. Task/Reminders, follow-up sequences
5. Email/SMS templates, campaigns
6. Saved searches + IDX alerts (document settings)
7. Calendar of key dates (pendings, expirations)
8. Listing media (photos, video, floorplans—check usage rights)
9. Listing copy, feature sheets, property websites (URLs & files)
10. Open house sign-in data
11. Lead source reports
12. Ad accounts + audiences
13. Brand assets (logos, headshots, bios)
14. Reviews/testimonials
15. Vendor list (lenders, inspectors, title)
16. Team/referral agreements
17. Domains, phone numbers, short links
18. Compliance docs: ADRE/MLS IDs, CE certificates

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