REAL ESTATE BROKER ASSOCIATES POLICY MANUAL

REAL ESTATE BROKER ASSOCIATES

POLICY MANUAL

Revised July 2013

TABLE OF CONTENTS

PREFACE ............................................................................................................................1

Sponsoring Broker-Broker Associate Relationship .................................................1

Ethics........................................................................................................................1

Attitude ....................................................................................................................2

MISSION STATEMENT ....................................................................................................4

OFFICE POLICY REGARDING AGENCY ......................................................................5

OPERATIONAL GUIDELINES .........................................................................................6

Activity Board ..........................................................................................................6

Agreements-Delivery ...............................................................................................6

Agreements-Explanation..........................................................................................6

Automobile Insurance ..............................................................................................6

Business Cards .........................................................................................................6

Buying and Selling Property ....................................................................................6

Broker Associate¡¯s Expenses ...................................................................................7

Monies Owed Company ..........................................................................................7

Complaints Against Other Offices ...........................................................................7

Cooperation With Other Realtors ............................................................................7

Conduct ....................................................................................................................8

Confidential Relationship ........................................................................................8

Copy Machine ........................................................................................................10

Desk & Office Facilities ........................................................................................10

Discrimination, Fair Housing, Antitrust Policy .....................................................10

Dress ......................................................................................................................12

Expenditure of Office Funds ..................................................................................12

Keys & Lockboxes.................................................................................................12

Keys-Use ................................................................................................................13

Legal Advice ..........................................................................................................13

Letter Writing.........................................................................................................13

Long Distance Calls & Cell Phones.......................................................................13

Messages ................................................................................................................13

Obligating The Sponsoring Broker ........................................................................14

Office Appearance .................................................................................................14

Office Equipment/Supplies ....................................................................................14

Office Hours...........................................................................................................14

Office Records .......................................................................................................14

Part-time Vs. Full-time ..........................................................................................14

Orientation of New Broker Associate ....................................................................15

Postage Cost ...........................................................................................................15

Prospects-Reassignment ........................................................................................15

Real Estate Board Activities ..................................................................................15

Referral Fees ..........................................................................................................15

Responsibilities ......................................................................................................16

Secretarial Assistance ............................................................................................16

Sharing Information ...............................................................................................16

Showing Property-Other Offices ...........................................................................16

Tours & Sales Meetings .........................................................................................17

Termination ............................................................................................................18

Errors and Omissions Insurance & Claim Notifications........................................18

BROKER ASSOCIATE ....................................................................................................19

Sponsoring Brokerage Fees-Collection .................................................................19

Payment..................................................................................................................19

Same Prospect ........................................................................................................20

Schedule-Company ................................................................................................20

Commission Policy ................................................................................................20

Schedule-Broker Associate ....................................................................................21

Earnings and 1099¡¯s ...............................................................................................22

Earnest Money .......................................................................................................22

Multiple Contracts .................................................................................................22

Presenting The Contract .........................................................................................22

Returning Earnest Monies......................................................................................23

Disputed Earnest Money ........................................................................................23

Removal of Personal Property Items Included in Sale ..........................................23

Farming ..................................................................................................................23

Floor Time and Inquiries .......................................................................................24

Floor Time Schedule ..............................................................................................25

Telephone ...............................................................................................................26

Listings...................................................................................................................26

Training Program ...................................................................................................34

Vacations and Other Prolonged Absences From The Office .................................34

Recruiting ...............................................................................................................34

PROMOTION ....................................................................................................................34

Advertising.............................................................................................................34

Variations ...............................................................................................................35

Market Magazines..................................................................................................36

Open Houses ..........................................................................................................36

Signs.......................................................................................................................37

MANAGEMENT...............................................................................................................38

Arbitration ..............................................................................................................38

Goals ......................................................................................................................38

Policy and Guideline Meetings ..............................................................................38

Open Door Policy ..................................................................................................38

The Final Word ......................................................................................................38

Procuring Cause .....................................................................................................38

Broker Associate-CBBR Agreement .....................................................................39

RELOCATION POLICY MANUAL ................................................................................41

HARASSMENT POLICY .................................................................................................49

SPONSORING BROKER-BROKER ASSOCIATE AGREEMENT INDEPENDENT

CONTRACTOR ................................................................................................................50

INTERNET ACCESS USER POLICY .............................................................................55

COMPANY DO NOT CALL LIST POLICY ...................................................................56

WEB SITE POLICY & SOCIAL MEDIA POLICY.........................................................60

LICENSED AND UNLICENSED ASSISTANTS............................................................69

SAFETY GUIDELINES ....................................................................................................70

ACKNOWLEDGEMENT .................................................................................................71

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