Office Policy Manual

Colorado law requires Employing Brokers to develop an Office Policy Manual and periodically review it with all employees. Among the new issues are:

• Do Not Call laws (and the creation of a safe haven to protect employing brokers and the brokerage firm)
• Use of unlicensed assistants to provide access to your listings and listings of others
• Loan Fraud
• Harassment
• Handling of Confidential Information within a firm in the designated brokerage era.

Office Policy Manual
Questionnaire & Order Form - PDF

Agency Policies

All brokerage firms must maintain a written Agency Policy addressing questions like:

• Do you work with sellers as a seller's agent or a transaction broker?
• Do you work with buyers as a buyer's agents or a transaction broker?
• When a buyer calls you on a sign call, do you stay a seller's agent or do you become a transaction-broker?
• When you help a buyer purchase a FSBO, do you work as a transaction broker or a buyer's agent?
• How do you handle situations where you are the only broker for a deal, but you have a special relationship with one side?

If your Agency Policy predates January of 2003 (the beginning of designated brokerage), you need a new Agency Policy.

Brokerage Relationship Policy
Questionnaire & Order Form - PDF

Independent Contractor Agreement

Tax law makes it critical for you to have a written Independent Contractor Agreement with each of your licensees.

Independent Contractor Agreement
Questionnaire & Order Form - PDF

Frascona, Joiner, Goodman and Greenstein, P.C.
4750 Table Mesa Drive
Boulder, CO 80305
Tel: 303-494-3000
Fax: 303-494-6309
www.frascona.com

Disclaimer -- Content is general information only. Information is not provided as advice for a specific matter, nor does its publication create an attorney-client relationship. Laws vary from one state to another. For legal advice on a specific matter, consult an attorney.