When should a real estate license holder provide the Information About Brokerage Services form?

The Information About Brokerage Services form should be provided during the first substantive dialogue regarding a property because this is a critical moment for establishing the nature of the relationship between the broker and the client. This form is designed to inform clients about the different types of brokerage relationships available and the duties of real estate agents. By providing this information early in the conversation, the license holder ensures that clients understand their options and the scope of services to expect. This fosters transparency and helps to establish trust from the onset of the relationship.

Offering this form at the initial substantive dialogue aligns with regulatory requirements, emphasizing the importance of providing relevant information when clients are beginning to engage in discussions about real estate transactions, thus allowing them to make informed decisions as they proceed.