Arizona Agent Move Kit: 18 Things to Download Before You Resign
Part of the Arizona Agent Move Kit:
This article is one spoke in a 60-day playbook for switching brokerages in Arizona.
For the full sequence — including data export, listings & pendings, client scripts, and day-one compliance — visit the
Switching Brokerages in Arizona Hub.
Arizona-specific guidance from 1912 Realty Tucson
TL;DR:
Before you resign from your brokerage, download everything that belongs to you — client data, marketing assets, CRM exports, listing media, calendar events, templates, and compliance records. This list ensures you don’t lose your business, violate policies, or scramble for missing information after your license transfers.
Why Your Export Matters
When an agent switches brokerages in Arizona, the first problem I usually see is missing data.
Deals stall. Clients vanish. Systems break.
Your business lives inside your CRM and marketing stack — so this export is the heart of your 60-day move plan.
The 18-Item Export Checklist
Download all of the following before you speak a word about resigning:
- Full CRM export (contacts, tags, segments, notes, lifecycle stage)
- Active + past client lists (CSV)
- Pipeline/Deals with dates & values
- Tasks, reminders, and follow-up sequences
- Email + SMS templates, campaigns, and automation logic
- Saved searches + IDX alerts (including settings)
- Calendar of key dates (pendings, expirations, inspections, deadlines)
- Listing media: photos, video, floorplans (verify usage rights)
- Listing copy, feature sheets, property websites (URLs + files)
- Open house sign-in data (CSV or PDF)
- Lead source reports (Zillow, Realtor.com, PPC, forms)
- Ad accounts + audiences (FB/IG, Google Ads, retargeting lists)
- Brand assets (logos, headshots, bios, color palettes)
- Reviews/testimonials (screenshots + text copies)
- Vendor list (lenders, inspectors, title/escrow)
- Team/referral agreements + splits
- Domains, phone numbers, short links (Bitly, GoHighLevel, etc.)
- Compliance docs: ADRE/MLS IDs, CE certificates, brokerage policies
What to Double-Check
- Your Independent Contractor Agreement — what is yours vs. the brokerage’s?
- Your MLS access — make sure any custom searches or templates are exported.
- Your CRM tags — downloading them now avoids rebuilding them later.
- Your transaction notes — these often disappear when access is revoked.
Common Mistakes to Avoid
- Waiting until after you resign to export → access is usually cut immediately.
- Not backing up video because it's “online somewhere.” (It disappears.)
- Leaving reviews behind on brokerage-controlled pages.
- Ignoring saved searches that clients rely on — recreate them at your new firm.
Next Steps in Your 60-Day Move Plan
Schedule a confidential conversation •
Meet the 1912 Realty Tucson Team