Broker Policy Manuals
2020 Sample Brokers Office Policy (Long Version) 2017 Sample Brokers Office Policy (Short Version) Short version is a checkbox PDF that complies with license law (aka good for checking that box with the LLR staffer). Long version is an editable document. So, you can tailor to your brokerage's needs. The links are on the SCR… Continue Reading Broker Policy Manuals