Broker of record · Designated broker · Qualifying broker

One broker of record. Every state you need one.

Licensed in Texas, Florida, Georgia, and Utah. Currently sponsoring 8 active engagements across Texas and Utah, with prior multi-state experience in Florida and Georgia. One broker. One engagement. Compliance infrastructure that scales with your business.

Request a quote → Call 512-810-9685

State coverage

Texas
Active · 7 engagements
Utah
Active · 1 engagement
Florida
Licensed · accepting engagements
Georgia
Licensed · accepting engagements
+ Additional states on request
★
Service-Disabled Veteran-Owned
Small Business (SDVOSB)
8
Active engagements
4
States licensed
6+
Years longest relationship
2015
Licensed broker since

Texas roster verifiable through TREC public license database.

What we do

Real estate compliance infrastructure, without hiring a full-time broker.

Every state that licenses real estate firms requires a broker of record — an individually licensed broker who supervises the firm's real estate activity and is personally responsible to the state commission for compliance, oversight, and recordkeeping. Texas calls it a Designated Broker. Florida and Georgia call it a Qualifying Broker. The obligation is the same.

Companies that don't employ their own broker in a given state have two choices: recruit, hire, and manage one, or engage a professional broker of record. Hiring is slow and expensive. A professional broker of record is faster, purpose-built, and gets you operating in weeks rather than months.

Multistate Broker of Record provides that service across Texas, Florida, and Georgia today, with expansion into additional states on request. One engagement. One relationship. Consistent compliance across your multi-state footprint.

Who we serve

Built for the real estate operators of the modern market.

If your company touches licensed real estate activity in a state but doesn't employ a broker there, you need a broker of record.

R

Rental & Listing Platforms

National rental aggregators and listing marketplaces operating across multiple states.

V

Vacation & Short-Term Rental Operators

Vacation rental managers, short-term rental platforms, and furnished monthly operators.

P

PropTech Startups

Venture-backed platforms expanding into new states and needing fast, compliant state entry.

I

iBuyers & Flat-Fee MLS

Buyer and listing services that operate as licensed brokerages in the states they serve.

M

Property Management

Tech-enabled property management platforms and multi-state portfolio managers.

F

Investment Funds & LLCs

Real estate funds, syndicates, and holding LLCs requiring a sponsoring broker of record.

Why Multistate BoR

One relationship across your Sunbelt footprint — and beyond.

1

Single engagement, multiple states

Most BoR providers cover only one state. We cover three today — Texas, Florida, Georgia — under a single contract. Fewer vendors to manage, consistent service, simpler legal.

2

Actively operating — not parked on a shelf

8 active broker-of-record engagements across Texas and Utah, with the longest relationship dating to 2019. Current roster publicly verifiable through state license databases.

3

Purpose-built for PropTech

Familiar with the operational models modern platforms run — subscription billing, aggregator relationships, LLC structures, tech-driven transaction flow.

4

Fast onboarding

Most engagements move from first conversation to active coverage within two to four weeks. No drawn-out recruiting, no expensive full-time hire.

About

Meet your broker of record.

David Montalvo, Broker of Record

David Montalvo

Licensed broker · Texas · Florida · Georgia · Utah

U.S. Air Force veteran · 20 years of service · SDVOSB

David Montalvo is a multi-state licensed real estate broker and a service-disabled U.S. Air Force veteran with 20 years of active-duty service. He brings a diverse background spanning residential sales, investment strategy, and brokerage leadership, with deep experience serving as Broker of Record and Qualifying Broker for real estate companies, rental platforms, investment funds, and development firms.

As a Broker of Record, David provides oversight on compliance, contract execution, risk management, and state regulatory adherence across multiple jurisdictions. He combines a data-driven approach with practical, hands-on experience — helping companies operate with confidence and maintain clean compliance postures under his sponsorship.

In addition to his broker-of-record engagements, David is an active real estate professional in the Central Texas market, with deep expertise in pricing strategy, market analysis, and client representation. Staying active in the field keeps him close to the operational realities his sponsored companies navigate every day — a meaningful difference from firms where the designated broker is office-bound.

Multistate Broker of Record is a Service-Disabled Veteran-Owned Small Business (SDVOSB). David is committed to maintaining the highest ethical standards, providing responsive and hands-on service, and building long-term partnerships with the companies and entities he sponsors.

  • Active broker of record for 8 engagements across Texas and Utah
  • Longest continuous engagement dating to 2019 (national rental platform)
  • Prior multi-state engagements in Florida and Georgia
  • Licensed in four states: Texas, Florida, Georgia, Utah
  • Texas roster publicly verifiable via TREC license database
  • 20-year U.S. Air Force veteran (active-duty)
  • Service-Disabled Veteran-Owned Small Business (SDVOSB)
How it works

From first call to active broker of record in weeks.

01

Initial conversation

Tell us your state(s), business model, and timing. Usually a 30-minute call.

02

Proposal & agreement

We send terms scoped to your operating model. Most clients sign within a week.

03

License placement

Coordinate with state commissions. Compliance setup, required filings, entity designation.

04

Ongoing oversight

Active supervision, compliance reviews, required signatures, and periodic check-ins.

Get in touch

Tell us about your project.

Share a few details and we'll follow up with scoping and pricing within one business day.

Phone 512-810-9685
Office 1920 E Riverside Dr, A120 Suite 221
Austin, TX 78741

We typically respond within one business day.