Keep each agent's licence, expiry, CE credits and designations in one registered view — brokers stay compliant, assignments land on qualified people.
Quick answer
Use it at onboarding and again before each renewal window: every agent files licence number, expiry, continuing-education credits and designations, so a broker can check compliance and route work to the right person in seconds. It tracks credential status from what is filed — verifying a licence with the issuing authority remains a separate step.
Disclaimer: this register records documents as submitted; verification against the issuing authority remains the broker's duty.
Field set reflects typical brokerage licensing-and-supervision recordkeeping.
Compliance is a filing problem until it is a fines problem. This registration puts each agent's credentials on one record — licence number and expiry, continuing-education hours and dates, designations, and any conditions on their practice. Brokers assign from the register, renew from the register, and answer any audit from one screen.
Sample form preview (fillable once the app is published).
Everything you need to run this template.
Number, authority, class and expiry.
Hours completed, gaps and due dates.
Specialist certifications on file.
Supervision or restriction notes carried visibly.
From copy to deliverable in four steps.
Copy it as your credential register.
Upload the licence and CE receipts.
Check the number against the authority.
Assign, renew and audit from one view.
Pick your role — see how it fits your workflow.
Supervision without shoebox files.
A register that answers audits fast.
Onboard credentials once, everywhere.
What makes this template work as a professional deliverable.
A preview of real questions — the full version lets you customize every field.
