INTRODUCTIONGeneral – About the Company Best Practices Manual’s Mission – To Document Solid Policies and Procedures Importance of Reading the Manual Completely and Updates Statement of Business Principles
POLICY MANUAL OVERVIEWGeneral Purpose Incorporated Items Associate Licensing, Legal, and Affiliation Requirements Responsibilities Exceptions to Policies and Procedures Changes in the Manual
INDEPENDENT CONTRACTOR RELATIONSHIPIndependent Contractor Tax Filing Requirements Broker-Associates Company Authorization to Terminate Agreements At-Will Status
GENERAL OFFICE PROCEDURESReal Estate Office Business Hours Agent & Broker Support Hotline Hours Observed Holidays Contacting the Company Teamwork Encouraged Selfish Behavior Discouraged
MAINTAINING FILESGeneral File Requirements Including Communication and Activity Log Get It in Writing Designated Broker, Manager or Designee Review Online Document Storage (Google Drive) & Custom @AARE.COM Email Address Paperwork Procedures Nationwide & State Specific
HANDLING CLIENTSProprietary Information Sharing Information Online Privacy Policy Fair Housing Agency Relationships and Duties Buyer Qualification Policy
PERSONAL ASSISTANTSPersonal Assistants Licensed Assistants and Unlicensed Office Personnel Payment / Tax Reporting Salesperson – Personal Assistant Contract
ENVIRONMENTAL HAZARDSAgents Visual Inspection and Material Facts Negligence Environmental Issues Asbestos Lead Radon
REGULATION, ETHICS, MISREPRESENTATIONState, Federal, & Regulatory Agencies Department of Real Estate Commissions & State Regulators Professional Organizations – NAR, CAR, and Local Board Code of Ethics Standards of Ethical Conduct & Behavior Protecting the Interest of the Client
ADVERTISING GUIDELINESAdvertising Policy Legal and Ethical Considerations Advertising Expenses Company Name and Logos REALTOR® Trademark Telephone: Do Not Call Compliance
INFORMATION SYSTEMS POLICYCompany Online Software Systems and Computers Computer Usage Policy Personal Computers Social Media Websites Email
DISCRIMINATION POLICYFair Housing Laws Discrimination Charges Harassment Sexual Harassment (Policy Against) Equal Employment Opportunity Policy
RISK REDUCTIONRisk Reduction Policies Compliance with All Laws, Rules, and Regulations Compliance with This Policy Manual Physical Condition of Property “Stigmas” on Property Documentation of Disclosure
RESOLUTION OF DISPUTESIntra-Office Disputes between Associates Disagreements between Company and Associate Arbitration Code of Ethics and License Law Violations