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A legally compliant, scalable model for multi-state execution —
without the layers, delays, or risk

We serve as the Broker of Record across 35 states,
giving institutional operators the legal infrastructure
to acquire, list, and close assets —
without building entities or relying on co-brokers.

CORELINE Equity Fund

Intake & onboarding

Establish the relationship. Protect the process.

Core Investment Types

We start with a brief intake call to understand your operating model, target markets, and anticipated transaction volume. From there, we execute the appropriate Broker of Record agreements by state or portfolio, including a Non-Disclosure Agreement (NDA) when applicable to protect your client relationships.

  • Intake call to assess markets, model, and deal flow
  • State-specific BOR agreement execution
  • NDA issued to protect client relationships

Licensing & compliance setup

Ensure proper oversight without slowing you down

Listings are published under our brokerage, with your name as the listing agent (when authorized via the Partnership Agreement). We handle all regulatory filings, advertising disclosures, and ongoing compliance for state-level supervision. If CoStar, Crexi, MLS, or Brevitas access is required, we either manage it directly or provide jurisdiction-specific platform guidance.

  • Listings published under IBOR, branded to your team
  • Full compliance with disclosures and filing requirements
  • Platform access managed or supported by jurisdiction

Listing & transaction oversight

You stay client-facing. we handle compliance.

We maintain a compliance-only role—reviewing contracts, providing required sign-offs, and ensuring all activities meet state regulations. Inbound leads are forwarded directly to you or your designated team. We do not engage with buyers or prospects unless explicitly directed.

Core Investment Types

  • Compliance-only involvement in listings and contracts
  • Lead inquiries routed to your internal team
  • No direct contact with buyers unless authorized

Deal management through closing

Keep momentum all the way to close

We remain engaged throughout the full transaction cycle, providing compliance support, broker sign-offs, and legal documentation management. All records are securely retained in accordance with state regulatory requirements.

  • Broker of Record sign-offs and compliance review
  • Documentation support through closing

Scale as needed

Easily expand into new markets or portfolios

Once your framework is established, we can expand your state coverage, structure ongoing support for recurring transactions, or build a volume-based engagement tailored to your portfolio growth.

Core Investment Types

  • Add state coverage as needed
  • Support multi-asset or recurring volume
  • Custom engagement structures for institutional scale

Why institutional operators choose our model

A scalable alternative to local brokers or in-house teams—built for speed, compliance, and execution.

Feature / Need Local Brokers In-House Compliance Team Institutional BOR Services
35-State Coverage No No ✓
National Broker of Record Oversight No Partial ✓
Pass-Through Marketing Costs Varies N/A ✓
Institutional Transaction Experience Varies Varies ✓
Rapid Onboarding No No ✓ 24-48 hours
Turnkey Agreements & File Management No Partial ✓

What we don’t do

We provide the legal infrastructure your team needs to operate across state lines—efficiently, compliantly, and under a single point of accountability.

We don’t solicit your clients.

We don’t brand over your firm.

We don’t slow down your process with unnecessary layers.

The Work by Referral Model

01

Intake & Onboarding

Establish the Relationship.
Protect the Process.

We begin with a brief intake call to understand your operating model, target markets, and anticipated transaction volume.

From there, we execute the appropriate Broker of Record agreements by state or portfolio, including a Non-Disclosure Agreement (NDA) when applicable to protect your client relationships.

02

Licensing & Compliance Setup

Ensure Proper Oversight Without
Slowing You Down

Listings are published under our brokerage, with your name as the listing agent (when authorized via the Partnership Agreement).

We handle all regulatory filings, advertising disclosures, and ongoing compliance for state-level supervision.

If CoStar, MLS, Crexi, or Brevitas access is required, we either manage it directly or provide platform-specific guidance based on the jurisdiction.

03

Listing & Transaction Oversight

You Stay Client-Facing.
We Handle Compliance.

We maintain a compliance-only role—reviewing contracts, providing required sign-offs, and ensuring all activities meet state regulations.Inbound leads are forwarded directly to you or your designated team.

We do not engage with buyers or prospects unless explicitly directed to do so.

04

Deal Management Through Closing

Keep Momentum All the
Way to Close

We remain engaged through the full transaction cycle, providing compliance support, broker sign-offs, and legal documentation management.All records are securely retained in accordance with state requirements.

05

Scale as Needed

Easily Expand into New Markets
or Portfolios

Once your framework is in place, we can expand your state coverage, structure ongoing support for recurring transactions, or build a volume-based engagement tailored to your portfolio growth.

What We Don’t Do

  • We don’t solicit your clients.
  • We don’t brand over your firm.
  • We don’t slow down your process with unnecessary layers.
We exist to give your team the legal infrastructure it needs to execute across state lines — cleanly, efficiently, and under one point of contact.
You're the face. We’re the framework
Schedule a Consultation
Contact Us

What We Don’t Do

  • We don’t solicit your clients.
  • We don’t brand over your firm.
  • We don’t slow down your process with unnecessary layers.
We exist to give your team the legal infrastructure it needs to execute across state lines — cleanly, efficiently, and under one point of contact.
You're the face. We’re the framework
Schedule a Consultation
Contact Us

Ready to Simplify Your Multi-State Operations?

Let’s discuss how our platform can support your acquisition or disposition strategy.

Schedule a Consultation
Contact Us

Ready to simplify your multi-state operations?

Let’s discuss how our platform can support your acquisition, disposition, and portfolio strategies.
Schedule a Consultation
Contact Us

Comprehensive, multi-state brokerage solutions for commercial, multifamily, and institutional SFR portfolios—delivered through a single, trusted partnership. With licensure in 35 states and over two decades of experience, we deliver seamless, compliant transactions tailored to your business objectives.

Are you an agent or broker seeking multi-state commercial support?

Visit our sister company, National Broker of Record Services

Quick Links

Contact Us

Phone

888-342-3278

E-Mail

support@institutionalbor.com

Address

1390 Market St Ste 200, San Francisco, CA 94102

Linkedin

Licensed States

Broker License Numbers by State:

© 2025, Institutional Broker of Record Services. All rights reserved.

A Blue Dot Holdings Company

Disclaimer: Institutional Broker of Record Services is not a law firm and does not provide legal or tax advice. Clients are encouraged to consult their own legal, tax, and financial advisors regarding the structuring and execution of real estate transactions.

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