Office Policy Manual (Sales) + Brokerage Relationship Policy

A discounted package that includes both the Zumbrennen Law Office Policy Manual (Sales) as well as the Brokerage Relationship Policy

Hi George:

Thank you for contacting me regarding my Office Policy Manual.  I also offer a separate Brokerage Relationship Policy, which should usually be used along with the Manual. See below for more information.  The cost of each is $300, or $575 if purchased together.  If you are interested, please provide a good mailing address and I will send a purchase agreement via DocuSign and payment request via LawPay.

Office Policy Manual:

Rule 6.4 of the Colorado Real Estate Commission require every Employing Broker to adopt a written Office Policy suitable to the brokerage firm’s business, including the issues described in Commission Position 13.  Zumbrennen Law’s Office Policy Manual fulfills this obligation and much more. 

Zumbrennen Law’s Office Policy Manual (Sales) provides not only compliance with Rule 6.4, but also a host of condensed advice and “best practices” on a wide range of topics, including:

 •         Procedures for the designation of brokers

 •         The use of listing contracts

 •         Disclosure of brokerage relationships

 •         Protection of confidential information

 •         Transaction files        

 •         Earnest money deposits

 •         Money belonging to others

 •         Backup offers

 •         Closings

 •         RESPA compliance    

 •         Loan and Wire Fraud

 •         Guaranteed sales

 •         Purchases and sales by licensees        

 •         The sale of licensee property

 •         Purchasing company listings

 •         The purchase of previously listed property   

 •         Renewal of license and continuing education

 •         Termination of listing contracts

 •         Conflicts of interest

 •         Advertisements          

 •         Seller’s property disclosures

 •         Square footage

 •         Non-traditional financing      

 •         The use of real estate administrative professionals and assistants    

 •         Fair housing laws       

 •         FIRPTA

 •         Access to properties   

 •         Safety and security

 •         Health and safety       

 •         Compensation

 •         Teams 

 •         Operating as an entity

 •         Protection of personal identifying information         

 •         Protection of confidential information          

 and more!

 Brokerage Relationship Policy:

 Rule 6.4 of the Colorado Real Estate Commission require every Employing Broker and every Independent Broker to adopt a written office policy which identifies and describes the relationships in which such Employing Broker, Independent Broker, and any Associate Brokers may engage with any Consumers prior to providing any Real Estate Brokerage Services.  Zumbrennen Law’s Brokerage Relationship Policy provides compliance with this Rule, along with a host of condensed advice and “best practices” on a wide range of topics, including:

 •         Important Definitions

 •         Execution of Listing Contracts          

 •         Establishing a Brokerage Relationship          

 •         Working with a Seller and the Preparation of Listing Contracts      

 •         Working with a Buyer and the Preparation of Listing Contracts      

 •         Working as a Transaction Broker      

 •         Working with a Customer     

 •         Working with both a Seller and a Buyer       

 •         Working with a Client who is both a Buyer and a Seller      

 •         Working as a Team    

 •         Buying and Selling Licensee Property          

 •         Unavailability of the Designated Broker       

 •         Termination of Listing Contracts      

 and more!

Zumbrennen Law can be engaged separately to provide customized revisions to suit your needs. 

The Office Policy Manual and Brokerage Relationship package does not include periodic updates.