If your state allows choices as to how you wish to represent clients, make sure that your associates are clear as to which your brokerage will adopt. If agency is optional, be clear as to when it is allowed. The example section lets the associate know that "agency" must be run by the broker first, as the example state allows status as a "Transaction Broker."
Download this example document section.
*Note: This example from an actual policy manual is provided for reference purposes only. Your brokerage should use it for ideas and guidance, consult with your attorney, and then draft your policy manual according to your desires, the laws of your state, and your attorney's counsel.
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