Free checklist for Texas brokers

The Texas file review, current for 2026.

TREC revised its forms again, mandatory July 1, 2026, and the buyer representation statute took effect January 1. This checklist puts the brokerage requirements, the per-file items and the current form numbers in one place.

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TREC rules, notices and current form numbers. Free, sent straight to your inbox.

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What’s Inside

  • Brokerage-wide requirements (set up once, not per file): written policies and procedures, delegated supervision, the IABS and Consumer Protection Notice website links, advertising and trust account rules
  • Every Texas file: IABS 1-2, intermediary consent, licensee-interest disclosure and the 4-year retention rule
  • Buyer side: the written buyer agreement required before showing residential property, and the 14-day showing-only agreement
  • Contract forms: the current numbers for resale, condo, new home, farm and ranch, and unimproved property contracts
  • Disclosures, notices and addenda: seller’s disclosure, lead-based paint, HOA, MUD and PID notices, the new groundwater and surface water disclosure, and more
  • Leases: the landlord’s flood disclosure and lead-based paint for rentals

Form numbers and rules change. Check the current list at trec.texas.gov, and take legal questions to a Texas real estate attorney.

Brokerage outside Texas, or in several states? Get the Broker Compliance File Checklist.


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