Partner Guide · Compliance

How to set up your TREC-compliant email signature

TREC requires every business email to show your name as licensed, your sponsoring broker or registered team/LLC name, and two exact-text links — “TREC Information About Brokerage Services” (your personal IABS) and “TREC Consumer Protection Notice”. RaiderX builds that for you.

WhereCompliance → Email Signature
WhoEvery partner
WhenWeek one — before you email a client

The five steps

  1. 1

    Open the signature builder

    Compliance → Email Signature. It’s also under Settings, Marketing Hub → Signature and the Compliance page; on mobile, Compliance or Settings → Email signature.

  2. 2

    Pick a template

    Modern, Classic, Bold Brand, Banner, Minimal or Compact. Each is filled from your profile — name, RaiderX or your team/LLC name, public phone, email, license number, photo, logo, website and social links. The TREC elements are locked in and can’t be removed; you only change presentation: accent color, title, tagline and which optional items show.

  3. 3

    Fix any profile facts in Settings

    The builder reads your profile. A wrong phone or a missing photo is changed under Settings, not on the signature page.

  4. 4

    Install it in your email app

    Copy signature pastes the rich signature into Gmail, Outlook or Apple Mail. From a phone, use Email me this signature — it lands in your inbox with an attachment you can paste from.

  5. 5

    RaiderMail and RaiderX emails are already covered

    Every RaiderMail message, CRM email, drip and campaign ends with your template and the TREC links automatically. Nothing to set up there.

Two things to check

Titles that read as a licensee or an owner

In a team or LLC, nobody but the designated broker presents as “Owner”, CEO, Principal or Founder — only the designated broker is responsible for brokerage operations. The builder warns when a title or tagline crosses that line.

Your social bios need the same links

The signature page shows your personal IABS URL and the Consumer Protection Notice URL with copy buttons for exactly that.

Quick answers

The quarterly audit flagged my email footer. What do I do?
Install one of these signatures, send the broker an email from that account, and mark the item Fixed on your Compliance page.

Ready when you are

Sign in and the platform walks you through it. Stuck on a step? Ask ConsoleX from your dashboard — it knows this process end to end — or browse all 17 partner guides.

Sign in · Email Signature

Checked against the platform on September 26, 2026.