Overview & HowTos


ATTENTION


Currently we are transitioning to a new Portfolio Submission Portal. During this transition candidates will not have the ability to start a new portfolio or upload forms into a current portfolio workspace. All uploaded documents from the previous portal will be transferred to the new portal. We urge you to download, complete and save the required forms to your computer while awaiting the completion of the new Portfolio Submission Portal. We intend to have the transition complete by November 24, 2014. The Submission deadline is January 12, 2015.

We apologize for the inconvenience.

CCIM Designation Department
designation@ccim.com


There are three ways to submit your portfolio online

Note: The online submission is not available for members outside the U.S.

Check the requirements for each ...

Streamlined – The Streamlined Portfolio is only available for Commercial Real Estate Professionals with five (5) or more years in the commercial real estate industry.
  • Submit Streamlined online application
  • Submit a professional resume of real estate experience (employment history)
  • Submit a summary of your qualifying activities, transactions, projects or work products
  • Submit a signed and notarized Affidavit from CFO, CPA or Managing Broker (Affidavits are returned to the candidate for uploading)
  • Provide a detailed explanation of role and responsibilities in your position
  • Provide three recommendation forms from a:
    • CCIM Designee (who does not work in the same firm or is related to you)
    • Client (someone whom you have worked for in a professional capacity)
    • Local chapter representative (or authorized representative)

Candidates that are submitting Residential Investment income activity MUST use the traditional format.

Candidates that are submitting Commercial Lease Renewals MUST use the traditional format.

download app forms

Traditional

The traditional is for those Commercial Real Estate Professionals regardless of time in the commercial real estate industry.

Traditional portfolios may be submitted via online or a hardcopy (binder) format.

Traditional - Online

  • Submit online application
  • Submit a professional resume of real estate experience (employment history)
  • Submit activity data form for each activity
  • Submit a summary of qualifying activities, transaction, projects or work products
  • Provide copies of closing or settlement for each activity
  • Provide a detailed explanation of role and responsibilities in your position
  • Provide a recommendation from the local chapter representative (or authorized representative)
  • Provide at least two proofs of material participation in each activity. Examples include:
    • Commission checks
    • Signature on settlement or closing documents
    • Copy of deed showing candidate as grantee or grantor
    • Signed listing agreement with candidates name
    • Notarized statement from client or supervisor

Please see Portfolio Handbook for the complete details of qualifying proofs of material participation.

  • Candidates that are submitting Residential Investment income activity MUST use the traditional format.
  • Candidates that are submitting Commercial Lease Renewals MUST use the traditional format.

download app forms

Traditional - Hardcopy (binder)

If you are interested instead in submitting a hardcopy application, then please follow the recommended format below:

Non-Transactional Commercial Professionals

This category is made up of those high-level full time commercial professionals whose primary function is a substantial contribution to commercial property which does not include brokering actual transactions.

This category will include:

  • Asset Managers/Portfolio Managers
  • Commercial Property Tax Consultants
  • Corporate Real Estate Department (Leaders/Officers)
  • Managing Brokerage Officers/Managers of large firms

The application process is:

  • Submit Streamlined Online application
  • Submit a professional resume of real estate experience (employment history) for the past five years
  • Submit Affidavit which includes verification of at least five years with the same title
  • Provide a detailed explanation of role and responsibilities in your position
  • Provide a company organizational chart
  • Provide three recommendation forms, one from each of the following:
    • CCIM Designee (who does not work in the same firm or is related to you)
    • Client (someone whom you have worked for in a professional capacity)
    • Local chapter representative (or authorized representative)

Candidates that are submitting Residential Investment income activity MUST use the traditional format.

Candidates that are submitting Commercial Lease Renewals MUST use the traditional format.

download app forms

...and select the one that is appropriate for your profile:

Traditional Streamlined Streamlined Non-Transactional




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