QA before broker review of rental package

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

Who runs QA — agent or admin?

Brokerage policy — often agent or TC; checklist status makes it objective.

Broker review separate line?

Optional 'Broker review complete' line after QA pass — useful where brokerage policy requires BOR or manager eyes before landlord send.

Reject incomplete internally?

Fix todo/rejected items before flagging broker.

TRESA included in QA?

Yes — confirm representation and consumer-information steps required for rental clients are on file per brokerage SOP. Exact acknowledgement forms differ; see your TRESA checklist article.

Export after broker OK?

PDF landlord package post-review.

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