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2025 Mandatory – Navigating the NEW NORMAL

(INSERT VENDOR NAME)

(INSERT VENDOR #)

LREC 2025 Mandatory CE

A Louisiana Real Estate Commission Publication

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IT’S IN THERE!

Your handout contains everything (and more!) than what appears on this slide deck. Things may appear differently for visual representation.

You can follow along …

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“What page are we on?”

No need to ask…

  • Each slide has the handout page number clearly listed.

  • If there is no page number – or if it is marked ‘extra’ it is updated info to expand a concept

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Buyer Rep Agreement

Agency Duties

Seller Consultation

Buy- Side Concerns

Offer & Negotiating

Valuation Issues

Resources

Current Legal Issues

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Antitrust Statement

No discussion in this class is intended to fix, control, recommend or suggest the compensation or fees charged for real estate brokerage services.

The Louisiana Real Estate Commission as well as the State and Local Associations and MLS’s do not recommend or suggest any compensation amounts.

Any discussion in class that contains specific percentages or dollar amounts will be immediately stopped.

Any participant who continues to violate the antitrust policy will be asked to leave the session.

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Managing Broker – Office Policy Considerations

Listing side and buy side

Page 48

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Thoughts – Ideas – Value Proposition – Questions for Brokerage

Write it down – talk to your Managing Broker – Brainstorm with others – Role-play your client conversations

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Current Legal Issues

  • What the lawsuits contained and how they led to the changes
  • What is – and is not – a part of the settlement

 

Agency Duties – The License Law

  • Understand your duties and responsibilities as an agent
  • Recognize how your relationship is formed
  • Be aware of the limitations when doing Ministerial Acts

 

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Seller Consultation / Listing Presentation

  • Conduct a successful counseling session
  • Articulate your value proposition to the seller
  • Have an open and transparent conversation about compensation  

Top 3 Buy-Side Concerns

  • Addressing the top agent concerns about buyer rep agreements
  • Conduct a successful counseling session with the
  • Have an open and transparent conversation about compensation  

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Offer and Negotiating Phase

  • Understand our role in negotiating on both the buyer and seller side of the transaction.
  • As a buyer agent – how to prepare the buyers for the negotiating process and write an offer that has a reasonable chance of being accepted.
  • As a seller agent – how to counsel sellers and assist them in creating a counteroffer that meets their financial needs without making it ‘all about the compensation’.

 

 

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Appraisal-Valuation Issues

Analyze the most up to date information we have on a constantly changing landscape of how the compensation – and whether it is paid or not paid by the sellers – will affect the CMA and appraisal process by looking at information from appraisers and FNMA.

 

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Fundamental change in approach that causes old ways of thinking and doing things to become irrelevant.

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Current Legal Issues

  • Have been discussed in many other courses and venues
  • Constantly changing as they go through the courts
  • The DOJ has spoken!

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The NAR Settlement

  • The NAR Settlement has been approved.
  • Although there may be appeals – everyone is moving forward with what is outlined in the settlement.

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  • Variety of lawsuits filed – claims:
    • sellers forced to pay buyer brokerage compensation with no negotiation
    • buyer agents serve no purpose
    • they steer their buyers to listings that offer higher compensations – even if those are not the best choices for the buyers.

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DOJ filed a lawsuit that was the precursor to the change in the Code of Ethics

Standard of Practice 12-1

REALTORS® must not represent that their brokerage services to a client or customer are free or available at no cost to their clients, unless REALTOR® will receive no financial compensation from any source for those services.

(Amended 1/22) 

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DOJ continuing to comment on pending lawsuits and the settlement

  • Clear Cooperation Policy
    • Public Marketing
    • Status Details
    • Exclusions

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NAR Settlement - Boots on the Ground Issues

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NAR SETTLEMENT: COMPENSATION MOVED OFF THE MLS

No offers of compensation in the MLS

Can still offer compensation – sellers decide

    • Seller ‘incentives’ for taxes, HOA fees, repair credits, etc.
    • Concessions may not be conditioned nor limited to brokerage fees
    • Seller and/or Buyer can agree to pay the buyer broker directly
    • Can be written into the offer and negotiated between Buyer and Seller

Sellers can offer “concessions” to Buyers in the MLS

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WRITTEN BUYER AGREEMENTS

Requires MLS participants working with buyers to enter into written agreements with their buyers

  • Prior to touring the home (1 to 4 residential units)
  • Include specific fee amount – not open ended
  • May not accept money from any source in excess of the amount specified in the agreement

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Buyer Rep Agreement

It’s a CONTRACT

  • Must have specific amount of compensation
  • Cannot keep more than contract allows – not because NAR said so – because it’s a CONTRACT!
  • Agents must comply with their duties
  • More accountability than ever before

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  • Compensation conversation with clients must change
  • Must be able to effectively communicate our value proposition to our clients
  • Need buyer rep agreement signed prior to showing property

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Agency Duties – The License Law

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12/27/2024

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License Law

Duties when representing clients

  • Perform terms of brokerage agreement
  • Promote best interest of client
    • Seek transaction at price and terms in brokerage agreement – or acceptable to client
    • Timely present offers to and from the client
    • Account for all money and property
  • Exercise reasonable skill and care

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License Law

No violation when

  • Showing same property to more than one buyer
  • Showing properties that may compete with your listed property to a buyer client
  • Working on the basis of compensation paid on sales price
  • Giving false info – if false info was given to licensee by client
  • Licensee’s legal duty of no negligent or fraudulent misrepresentation of material information remains
  • No agency disclosure needed on leasing – unless – lease term is 3+ years and no sale of property to lessee is contemplated

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License Law

Ministerial Acts

  • Responding to phone inquiries – setting an appointment
  • Describing a property or the property’s condition
  • Conducting an open house and responding to questions
  • Responding to questions from walk-ins
  • Accompanying an appraiser, inspector, contractor, etc, to a property
  • Completing business or factual information for a person represented by another licensee on an offer or contract to purchase
  • Showing a person through a property being sold by an owner on his or her own behalf
  • Referral to another broker or service provider

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License Law

Buyer Agreements

  • Shall be executed between broker and buyer
  • Shall include amount of compensation
  • May provide that sources of compensation may include – but not limited to – funds from
    • Buyer
    • Seller
    • Listing agent
    • Combination of the above

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License Law

Buyer Agreements

  • Not required
    • When consumer seeks to lease a property
    • When leasing or purchasing anything other than a ‘home’

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License Law

Buyer Agreements – Definitions

  • Buyer Agreement – written document signed by both parties detailing services provided
  • Buyer – person who utilizes services of a licensee to purchase, submit an offer to purchase or has the objective of purchasing a home
  • Home – residential real property – 1 to 4 units – each intended for or is occupied as a single-family residence

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License Law

Buyer Broker Compensation

  • Buyer broker compensation shall not be included as part of closing costs paid by the seller -
  • unless such compensation is disclosed in a written offer and accepted by the seller, which specifically states the amount of compensation being paid to the licensee.

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The Seller Consultation

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Be aware of what the media is saying

Need to offset this with the truth.

Will have to show sellers what we do – not just an issue on the buy side.

Most of them don’t have it right!

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A Couple Thoughts

When we have a market like we saw during the pandemic with escalating prices, elevated numbers of transactions, and multiple offers, the market makes us look better than we are. This can lead to complacency, and our ego can tell us that we have everything figured out.

But in the current market environment, with increasing days on market, fewer transactions, and difficulty getting transactions closed, the market can make us look worse than we are. This should lead us to refocus on our skills.

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  • 30% got in the business in 2020 or after
    • Never experienced anything other than sellers market

  • 70% are seasoned agents – 6+ years – different issue
    • Have to un-learn – let go of the old way and move forward

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The Seller Consultation

  • Need to address seller concerns
    • How long will it take
    • How much will it sell for
    • How will you do it
    • How much will it cost them
  • Addressing these concerns will help you build the sellers’ confidence in hiring you

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What’s Important to Them?��Ask Open-Ended Questions

  • What are your goals?
  • Why are you selling?
  • What upgrades have you made?
  • What are your favorite features?
  • Where will you be moving to?

  • You get an idea of their priorities
  • Gives you blueprint of what you need to cover – and how
  • Can you help them buy or refer them?

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Manage Expectations

  • Build confidence in you
  • Make sure they know what’s going to happen
  • Survey says:
    • #1 reason sellers choose an agent – reputation

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Plan your Presentation

  • Build rapport and establish their goals and expectations
  • Educate them on the home selling process.
  • Show them benefits & advantages of hiring you
  • Articulate your expertise and how it achieves their goals
  • Discuss the home’s market value and pricing strategy.
  • Explain marketing strategy
  • Proactively answer questions they might have.

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What makes you stand out? Why are you unique?

Your Value Proposition

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  • Add the value – the why!
  • Not always clear to client why it’s important
  • People do business with you because they have needs
  • What you do must satisfy a need
  • And in real estate – they sometimes don’t even understand WHY they need it!

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Marketing Plan – Get to Know Your Listing

  • Unique selling features
    • Lifestyle
    • Location
    • Amenities
    • Upgrades
  • Research market conditions
    • Inventory – buyer demand
    • Median sales price
    • Days on market

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Marketing Plan – Choose Your Strategies

  • Strategically place your home online
  • Extra professional pictures online
  • Staging
  • Send post cards to neighbors
  • Notify agents about your property
  • Hold open house
  • Prospecting daily for (x) hours to find a buyer for your home

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Marketing Plan – Choose Your Strategies

  • Prospect in areas buyers come from
  • Follow up with prospective buyers
  • Hold a broker open house
  • Show samples of advertising
  • Weekly ‘check-in’ calls
  • Review pricing weekly
  • Notify you of market changes

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Create Marketing Calendar

  • When & how often you will execute each strategy
  • Use calendar tool or spreadsheet to show them
  • Assign responsibilities to your team – if applicable
  • Track your progress – adjust as needed
  • Put ‘re-evaluate marketing plan’ on calendar at 3–4-week mark
    • Are you getting showings and no offers?
    • No showings?
    • May be time to talk about price reduction

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Measure Your Marketing Performance

  • What does success look like for your plan
  • How will you measure it
  • Choose key performance indicators (KPIs)
    • Number of leads
    • Number of showings
    • Number of offers
  • Use methods to track and analyze KPIs regularly
  • Report results and insights to clients

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Listing Book Features Package Flyers

  • Photos – off season – entertaining
  • Disclosures
  • Recent upgrades
  • Website links about neighborhood
  • Financing options
  • Buyers can take with
  • Have at open houses
  • Especially on unique properties

Option:

Put everything in a bound book – in sheet protectors with a QR Code on the cover to allow buyers to download it.

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Keep Seller Informed of Changes

  • Put sellers into prospecting program with their own home as the search
  • Each time a new listing comes on that is competition with theirs they will get a notice
  • Update your CMA at least every 15 days
  • Use the ‘Hotsheet’ to show what’s happening in their market

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Brochure at facts.realtor

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Sellers’ Pledge of Performance

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The Seller Compensation Conversation

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Listing Compensation

Buyer Brokerage Compensation

Total

Compensation

  • Compensation is two parts added together to make the whole.
  • Part is for the listing office and what they do for the seller.
  • Part is for the buyer brokerage and what they do for the buyer
  • The total is paid by the buyer and seller in the price they agreed on
  • That’s the way it’s always been – it’s how we do it that is changing.

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  • These are suggested talking points designed to assist you in creating your own dialog
  • Explaining all this to some sellers will not be easy!

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Options for the Seller

  • How you handle the compensation conversation depends on:
    • Your brokerage company policy
    • The market
      • Buyers market
      • Sellers market
      • Level of adoption and understanding by the buyer agents in your marketplace

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Seller Offers Compensation

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  • The compensation our brokerage charges to put into place everything we need to do to get you the most money, the quickest sale with the least amount of inconvenience and get us to the closing table is “X
  • In our marketplace, most of the buyers do not have extra money after they’ve paid their down payment and closing costs to pay their brokerage out of pocket.
  • Most buyers want to include the buyer brokerage side of the compensation in the offer they make you. In other words, put it into the price they pay and pay it in their mortgage.
  • The other issue right now is they cannot add it into their mortgage, the lenders won’t let them, but they can include it in the amount they offer you and have you pay it.

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So, lets talk about what we’re going to offer to the buyer brokerage.

  • In our marketplace the buyer brokerage compensation varies greatly. Our offer cannot possibly cover each and every one of the formats that may be out there.
  • That said, we want to try to offer what a buyer may be responsible to pay their brokerage so they understand they will not be paying it if they want to purchase your property and they do not have to negotiate compensation with you at the same time they are negotiating other issues of the purchase.
  • What were you thinking?

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  • That is certainly your decision, but it could affect your sale. If the buyers owe their brokerage and we are not including it – they will have a few options:
    • They can choose not to see your property and focus on those that are covering their compensation
    • They can pay their brokerage the compensation, but as we talked about, most of them don’t have the extra money to pay it
    • They can ask you to pay it in the offer they bring you regardless of whether you are offering it or not.

They want to pay nothing – or very little

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The prices of the sold properties vary, and in many cases it is because the sellers did – or did not – pay the compensation. The properties here (show them the actual comps) sold without buy-side compensation paid by sellers – these sellers did pay it – and their sales price reflects that.

Not offering buyer brokerage compensation does not give you extra money in your pocket – that money has always been set aside for the brokerage who brings in the buyer.

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The Co-op Side

Listing agent gets permission from seller to disclose compensation when asked

Prepare seller for buyers’ options if seller chooses a non-competitive amount

If amount offered does not cover amount in buyer rep agreement – buyer can – and probably will – use the sales contract to ask the seller to pay the difference

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Difference between adding it and including it

Lender will not allow adding it

Buyers purchase property for $100,000

Down payment of $10,000

Mortgage - $90,000

Want to mortgage $93,000 to pay brokerage $3,000

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Lender will allow including it

    • Buyers purchase property for $103,000
    • Down payment $10,000
    • Mortgage $93,000 and buyer-broker compensation comes from seller

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Seller is prepared to pay buy-side brokerage – but not offer it proactively

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There is no longer any offer of compensation in the MLS, but that does not mean that the buyers will be paying their brokerage out of their pocket. Most buyers do not have the extra funds after they have paid their down payment and closing costs to pay their brokerage themselves. What we will see will be the buyers putting into the purchase/sales contract the amount of compensation they will be asking you to pay since, beside the fact that most buyers do not have it, that is the way it has been done for years – it incorporates the buyers’ fees into their mortgage.

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Buyer agent compensation will vary from agent to agent, and company to company. You do not have to, in advance of an offer from the buyer, advertise what you are willing to pay in buyer agent compensation or concessions, knowing that every buyer's financial situation is different, and what they agreed to pay their buyer's agent might be different as well. If you offer a specific amount, we are telling a buyer what you are willing to give up to make a deal come together in advance of an offer.

The best approach may be for you to be prepared to pay the buy-side compensation and if I am contacted by the buyer agent prior to showing and they ask about the compensation, I can simply tell them: "Seller is willing to entertain any and all requests, please put it in your offer".

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That way, we let the buyer make the first and you can then use your response and strategy to put the deal together. It's a negotiation... let them make the first move!

For example, if you were offering a compensation of X% and the buyer agent has Y% in their buyer brokerage agreement (presuming Y is 1% less than X) and we advertise we are offering X, the buyer agent cannot ask for or keep anything more than what is in their buyer rep agreement – however, we have now told the buyer you are willing to sell your property for 1% less – that gives them negotiating room and a strategy we might not want to give away.

What if the buyer asks for more than what you planned? - you always have the ability to counter to the buyer at the price you need to make the transaction work for you.

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    • Are you saying that the buyer agents will now show your listing because you are offering more compensation?
    • Totally what the DOJ and the class-action lawsuits are claiming we do – and it is a violation.
    • Let’s not add to the problem
    • Seller should offer ‘bonus’ to buyers
      • Pay closing costs
      • Prepay HOA at closing
      • Pay title charges
      • Buy down buyer’s interest rate

Stop offering bonuses

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  • There is concern that buyers will try to save the compensation by buying with the listing agent.
  • If they do – what is their relationship with that listing agent and what services will they be giving up
  • And – where’s the guarantee they are buying it for less?!?

Buyers Buying Without Representation?

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As The Buyer Agent

Real estate transactions are full of land mines — the listing agent is there to represent the seller – so if you run into difficulties, it will not come down in your favor. Our goal is to prepare offers so they represent your goals, negotiate the best terms on your behalf, prepare all the necessary documents, as well as help with home inspection and appraisal issues if something goes wrong. 

If you think you will get all we offer by going to the listing agent, you are mistaken. The listing agent is legally and contractually bound to the seller and must do everything in that seller’s best interest – not yours!

Buying a home is the largest single investment most people make in their lives – with a lot of liability. If for some reason something goes wrong and you need to go to court, would you and the seller use the same attorney? 

Overcoming Objections:

Buyer says they’re going directly to listing agent

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I can certainly show you my listing, here is the Notice of No Agency form that I legally have to give you. Please understand that I do not work for you – I work for the seller and everything I do and say will be to the benefit of them. If you are OK with that, I’ll need you to sign this form acknowledging that and caution you to not tell me anything that you do not want me to disclose to the seller.

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You are the listing agent and buyers approach you to see your listing and do not want representation:

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  • We do need to, however, establish what the compensation will be receiving if you bring the buyer and the buyer is asking to NOT be represented.

  • This could depend on how your listing agreement reads – but to be totally transparent to the seller – or the seller chooses Option #2 above – or Option 3 from the sample language below – you might want to add something to your listing agreement.

Unrepresented Buyer. If Buyer is not represented by a Buyer’s Broker, then Listing Brokerage assumes additional liability and paperwork responsibilities when showing and selling your property. Listing Brokerage will not represent the Buyer but will facilitate the completion of necessary forms and contracts. In this situation, the Listing Brokerage Compensation shall be .

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Compensation to Buyer’s Brokerage: The buyer’s brokerage compensation required under this section will be paid at closing. The compensation agreed upon herein will not be offered or disclosed on a multiple listing service.

Seller does does not authorize Listing Brokerage to offer or disclose the compensation in the marketing of the property.

(choose one)

  1. An offer of compensation will be made by Seller through Listing Brokerage Firm in the amount of to any brokerage representing a buyer.
  2. An offer of compensation will be made by Seller in the amount of to any brokerage representing a buyer.
  3. Seller will negotiate buyer’s brokerage firm compensation with buyer through the purchase contract.

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Note on Brokerage-to-Brokerage Format

DOJ still having issues with this

DOJ has no problem with seller paying buyer brokerage

Many brokerages have phased out this format

There will be no brokerage-to-brokerage agreement

Buyers will still put it in the contract no matter what the format – to ensure their obligation for compensation has been satisfied

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Sample Notice of No Agency Form - When Buyer Requests No-Agency

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Top Three Concerns

  1. Buyers don’t want to sign the agreements.
  2. I feel like I’m just bragging and putting my fees ahead of my buyers needs.
  3. How will we get paid? How will we know what the listing office – or the seller - is offering?

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Buyers don’t want to sign agreements

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Attitude Influences Behavior

Lack of Confidence:

  • Hesitant Presentation: Presenting the agreement with hesitation or lack of conviction can make buyers doubt its importance or benefits.
  • Negative Body Language: Non-verbal cues such as avoiding eye contact, fidgeting, or a lack of enthusiasm can convey uncertainty and decrease buyer confidence.

If you believe that buyers won't sign a buyer rep agreement, this belief can inadvertently influence your behavior and create a self-fulfilling prophecy.

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Why Would They Hesitate?

Lack of understanding

    • Don’t know what’s in it
    • Unaware of benefits it provides
    • May misunderstand terms and obligations

Commitment Concerns

    • Fear of committing to one agent
    • Uncertain about whether you can meet their needs

(c) Madison Seminars * All rights reserved

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Why Would They Hesitate?

Trust Issues

    • Crucial issue
    • Build rapport if they need it

Fear of Costs

    • Worry it could lead to additional costs
    • Do not understand how compensation is typically paid

Negative Past Experiences

(c) Madison Seminars * All rights reserved

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Why Would They Hesitate?

Perceived Lack of Value

    • Think they can do it themselves
    • Don’t know what we do

Market Conditions

    • Will the agent act fast enough in a Seller’s market?

Advice from Others

Not Ready Yet

    • Just started
    • Not ready to commit – not serious

(c) Madison Seminars * All rights reserved

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Mindset Shifts – Skill Development – Strategic Actions

Mindset Shift:

Believe in Your Value:

  • Understand and believe in the value you provide to buyers.
  • Have confidence in your skills and the benefits of the agreement will come across in your interactions.

Focus on the Positive:

  • Reflect on past successes and positive experiences with clients who have signed agreements.
  • Use these as motivation.

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Mindset Shifts – Skill Development – Strategic Actions

Skill Development

Peer Support & Mentorship

  • Connect with successful peers or mentors who have a high rate of getting buyers to sign agreements.
  • Learn from their strategies and experiences.

Strategic Action

  • Practice your dialog and objection handling with colleagues.
  • Role-playing can help build confidence and improve your approach.

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I feel like I’m just bragging when I talk about my value proposition

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    • When you "sell a feature," you describe some element of your offering, in the hope that the buyers will be suitably impressed.
    • A feature describes some characteristic of a product or service.
    • Features are relatively neutral, both in their content and in their effect on the buyer.
      • Example: "We see all the houses in the MLS!"
    • Feature selling is generally ineffective, because most buyers usually can't figure out why a particular service is meaningful to them.

Feature Selling

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Benefit Selling

When you "sell a benefit," you are describing service–but you tie it to some way that it improves the customer's situation.

"By my monitoring the hotsheet every morning I will keep an eye on new listings that come on the market in the MLS before they ever hit most websites."

While "selling benefits" is more effective than "selling features," it isn't always clear to the customer why that benefit is important

They may know that you finding the listings every day is a generally good thing to do, it won’t make a lot of difference to them unless you give examples of buyers who have lost houses because they procrastinated or had a previous agent who didn’t proactively monitor the market.

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Go from Feature to Benefit Selling ��

People buy because they have needs.

If you can relate the service you provide specifically to those needs, then there is a high probability of success.

Statements that show how the buyer’s needs can be met by the services you provide are the benefits.

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Value Selling

Start with buyers’ goals – tie that value to a specific benefit.

    • "Finding the properties early, getting in to see them and if you want it – get the offer in as quickly as possible shows the sellers you are serious and, in many cases, especially if your offer is tempting enough – the seller may not even wait for more.“

Value is not the price – it’s the financial impact of your services compared against the purchase cost – or possible no purchase without your services

This is it – the key to feature – benefit – value selling

The value has to be unique to what you do and large enough to make it a priority for your buyer

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  • Most buyer clients don’t understand
    • Who works for whom
    • How things work
    • How people are paid
    • Difference between a client and a customer
  • Once they do know – most buyers have no problem committing to a buyer agent

What we do

How we do it

Why?

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Contents of Buyer Counseling Session

What buyer needs and wants

Buyer qualification: financial and motivation

What you do to find the property

How you assist them in getting best price and terms

What it takes to get to closing

How you get paid for all this!

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Benefits of Signing Buyer Rep Agreement

  • Defines client status
  • Clear expectations
  • Dedicated service
  • Professional advice
  • Negotiation and advocacy
  • Legal protection
  • Compensation clarity
  • Trust and transparency

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Creating Your Unique Value Proposition

  • Tailored to your clients and your market
  • Gives you competitive advantage
  • Your market distinction – expressed as services you offer to buyers

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What agents in general do

What you personally do

What your company brings

Why are you unique?

Why should they choose you?

    • Right property at the best price & terms
    • With the least amount of inconvenience
    • Get to the closing table

What you do to help them get

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facts.realtor

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Elements of a Value Proposition

  • Market Expertise
    • Insights into local market conditions, recent sales, pricing trends, helping buyers make informed decisions
  • Experience
    • Contract and forms expertise
    • Past successes that worked for others
  • Negotiation Skills
    • Negotiate best possible price and terms for buyers
    • Handle counteroffers effectively

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Elements of a Value Proposition

  • Client Services
    • Valuation expertise
    • Guidance throughout entire process
  • Networking
    • Access to listings in MLS
    • Networking with other agents
    • Recommend other professionals
  • Ethical Standards
    • Provide expertise, support and representation while adhering to the Code of Ethics

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Buyer Counseling

  • These are suggested talking points designed to assist you in creating your own dialog
  • You need to practice – this is not something we’ve been trained on in the past – in most cases!
  • Think about how you’ve positioned yourself with sellers to get the listing – this is the buyer side of that!

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  • Our session today won’t take long - probably just *20 minutes* or so, but it is very important. We’ll be going over what is important to you in your new home, answer your questions about buying, get to know each other a bit and determine if I am the right agent for you.
  • My job is to find you the right home, at the right price and terms and get your transaction to the closing table. Let’s start with what you are looking for.

Use Buyer Qualification Worksheet

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Buyer Qualification Worksheet

  • Typical information
  • Bedrooms – bathrooms – lot size
  • Price range
  • Location

  • Start with second page for best results

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Buyer Qualifying Questions

  • How long have you been looking for a home?
  • How have you been doing that?
  • Have any agents shown you houses?
  • What did you sign with them?
  • What was your relationship (friend/family)
  • Did you see anything you liked?
  • What kept you from buying it?

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Buyer Qualifying Questions

  • Describe your ideal home
  • If we can’t find everything – what would you compromise on?
  • Deal breakers?
  • Tell me a little bit about your lifestyle?
  • If money were no object – what have you always wanted?
  • Anything else I need to know?

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  • You mentioned you were looking at approximately $300 to $350,000. Have you talked with a lender to determine your buying power?
  • Let’s do that now then. My “preferred lender” will be happy to do a preapproval for you so we can narrow down our search and be sure we are not looking in a price range that is more than you want to commit to.

Have them talk with your lender

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  • Let’s get the legal stuff out of the way first. I work for you. I am your agent and as such I put your interests ahead of everyone else’s, my own as well as any sellers whose homes you may be interested in.
  • Obviously, purchasing a home is a legally complex procedure and my job is to help you navigate through all of it. As I mentioned, my job is to help you find the right property – at the right price – negotiate the best terms for you and get your transaction to the closing table.
  • Let’s look at an overview of the process and the expenses you will encounter and how I can help you accomplish your goals.

Do Overview of Process – Expenses –

What-How-Why - Pledge of Performance

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(c) Madison Seminars * All rights reserved

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List of possible expenses

  • Earnest money
  • Origination fee
  • Application fee
  • Inspections
  • Insurance
  • Title company

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Everything we do depends on whether it is a buyer or sellers’ market. Currently we are in a sellers’ market in our area. Let me share with you some information from our MLS that shows us what is currently happening in *Blissville*.

  • New listings
  • Homes on the market
  • Days on market
  • Sold properties
  • Absorption rate (months supply)

Use your MLS Analytics

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“I typically track market time, months supply of inventory, new listings and closed sales. Is there anything else on this matrix that you would like me to track for you?

Often their choice!

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Each home is unique

Location, condition, improvements, updates change the price

Rewards poor builders – penalizes good builders

Can be used to show trends and generalizations

Should not be used to determine purchase price

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Sample Contract & Inspection Report

I have also prepared a sample of our sales contract for you as well as a sample home inspection report to prepare you for what we will be using during the purchase process. I have highlighted the paragraphs in the contract that you should look over before we get ready to write your offer so you can ask any questions and let me help you fully understand what will be happening.

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  • I’ve highlighted the parts of the inspection report to indicate what may be things to ask for and what are considered maintenance and do not fall under the inspection paragraph. As soon as you have given me written authorization to represent you, I will give you your copies and go over them with you.

Show them copies – give to them after they sign

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Contract

Go over appropriate paragraphs

    • Price – earnest money
    • Financing
    • Home inspection
    • Attorney modification
    • Due diligence dates

(c) Madison Seminars * All rights reserved

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Copy of Home Inspection Report

  • Obtain copy from previous buyer
  • Redact name and address
  • Permission from inspector
  • Match items found with what requests your contract allows for
  • Prepares your buyer for the realities so they do not over-react to the report

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Resources

  • facts.realtor

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The Buyer Compensation Conversation

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  • How will we get paid?
  • How will we know what the listing office – or the seller - is offering?

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  • They are not all the same
  • Just because yours says one thing – doesn’t mean they all say that.
  • Exclusive:
    • Buyer will owe compensation if they buy anything – anywhere that is outlined in agreement – during the term of the agreement and the protection period – if applicable.
  • Non-Exclusive
    • Could be: cannot sign with another brokerage – only buy un-listed property without the agent
    • Could be: can sign with another brokerage – would only owe if they bought something the agent showed – but could but with another agent or buy un-listed property

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Buyer Rep Agreement Basics

No requirement for specific length of agreement

Your company policy may have guidelines for type of agreement – which agreement they want you to use and the length of the agreement

Be careful of giving the perception of unequal treatment

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What Are The Options?

If you have options for buyers – apply those options equally

    • A one-day (or whatever!) agreement
    • Put ‘zero’ in the compensation
    • Allow buyer to cancel whenever they want to
    • Use non-exclusive

And – don’t rush things – stop trying to build rapport, establish your value proposition and get a commitment from a buyer at the front door of the property in a 5-minute conversation!

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Comparison of LRA Agreements

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Comparison of LRA Agreements

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  • Talking points about negotiating compensation are examples.
  • They are not intended for you to use verbatim.
  • Use them as samples to build your own dialog with your clients.

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  • Establish your compensation at time of agreement
  • You and buyer decide – not seller and listing agent
  • What is your value to your buyers?
  • Buyers have choices – always have option of asking seller to pay
  • Must show all properties that fit buyers needs
  • Cannot keep – collect – receive more compensation than what is in your agreement

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Most buyer rep agreements say something like this

COMPENSATION

If, during the term of this contract or the protection period, Buyer enters into a contract to acquire real estate and such contract results in a closed transaction, Buyer agrees to pay Brokerage firm a Brokerage Fee of % of the purchase price.

Prior to showing any property, the Agent will make best efforts to determine the compensation being offered by the seller or Listing Brokerage and communicate that to the buyer as soon as practical.

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LRA Agreement

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The compensation our brokerage receives for representing you throughout your entire transaction is for all the services I have outlined. My fee for representation is .

You are in total control of how compensation is paid and you will not have to pay it directly unless you choose to and you have options.

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Buyers have choices

Choose to not look at the property

Pay their brokerage at closing

Ask seller to pay as part of sales contract

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The *90* hours spent getting a license is not what prepares me to represent you. I have spent over *100* hours learning about buyer representation and years becoming a market expert to assist you in the largest single investment you will probably make in your life and one that shapes your family for years to come.

Although the Internet is a tool for you – and me for that matter – to use – real estate is a human relationship that cannot be managed through algorithms, formulas and apps.

What I bring to you is not just the hours – and they are numerous – that I put in to finding you the right property, at the best price and terms and making sure that we get to the closing table – it is the years of experience and the constant effort that I put in to stay on top of an ever-changing marketplace

They question your value – or

say they can find houses themselves . . .

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Buyer Has Choices

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  • Buyer agent calls listing agent prior to every showing
  • Listing Agent discloses sellers’ offer of compensation
    • Could come from Listing Brokerage – would need Managing Broker authorization
    • Could come from Seller
  • Buyer agent informs buyer
  • Buyer decides if they want to see property
  • Buyer uses sales contract to ensure his obligation to Buyer Brokerage is being covered by the seller

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  • Buyer agrees to compensation in rep agreement
  • Buyer agent educates buyer on how compensation can be handled
  • Buyer – and agent don’t care what seller is offering prior to viewing
  • No need to contact listing agent prior to showing
  • Buyer agent shows all properties buyer chooses
  • Buyers are in total control of what they see and do
  • Buyer agent can call prior to writing contract to verify compensation
  • Buyer uses sales contract to ask seller to pay compensation

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  • Listing Agent – Do you really want all those calls?
  • Buyer Agent – Do you really want to wait for the listing agent to return your call before you set an appointment and show the property?

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  • Why are we insisting we need to find out how much is being offered prior to showing?
  • Why are so many listing brokerages focusing on how they’re going to get compensation communicated to the selling broker?

Because that’s the way we’ve always done it

Let go of the past – move forward – this is all going to be OK

Just move forward – buyer uses contract to ask seller to pay it

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The compensation paid to the buyer brokerage has historically been paid by the seller at the closing – out of the proceeds they have available based on how much the buyer is paying for the property. The compensation, then, has always been paid by the buyer – it’s just a bit more transparent now.

We have a couple ways we can proceed.

I could call each listing broker prior to showing you the property and ask whether the seller is offering compensation and how much. This would be time consuming and unfortunately would depend on how quickly the other agents return our requests if you insist on knowing what the seller is offering.

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You could choose to look at all properties that fit your needs regardless of whether – or how much – the seller is paying. You have the ability to use the ‘Seller Agreement to Compensate Buyer Brokerage’ addendum (or paragraph in sales contract) to ask the seller to pay the Brokerage Fee at the closing. This would be the easiest and fastest way to accommodate your schedule and facilitate the showings and make sure you don’t miss seeing a property that may be ‘the one’!�

When you think about it – it really doesn’t make any difference to us what they are offering – you have the ability to negotiate with the seller to pay what you agree to regardless of what they are offering.

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Buyer says they only want to see properties where the seller is compensating the buyer brokerage at the level that is in the Buyer Rep agreement��

I will certainly do whatever you want me to, but I must recommend that this may not be the best plan.

There is no reason why you should possibly miss out on what could be the best property for you because of a hasty decision on the part of the seller – or even worse – a listing agent who did not know how to properly market their sellers’ property.

You always have the right to ask the seller to pay it, whether they are offering anything or not and I am much more comfortable making available to you all properties that meet your needs and having you decide whether you want to see them – not me deciding for you.

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I will certainly do whatever you want me to, but I must recommend that this may not be the best plan.

There is no reason why you should possibly miss out on what could be the best property for you because of a hasty decision on the part of the seller – or even worse – a listing agent who did not know how to properly market their sellers’ property.

You always have the right to ask the seller to pay it, whether they are offering anything or not and I am much more comfortable making available to you all properties that meet your needs and having you decide whether you want to see them – not me deciding for you.

We cannot refuse to show – nor make property unavailable to our buyer clients – because of the offer – or lack of an offer of compensation.

Recommend you get something in writing – an email will suffice – if the buyer chooses to NOT look at a property because of the offer of compensation.

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��Think About It�

  • You have a buyer rep agreement – a contract – with the buyer who has committed to your compensation
  • They will be asking the seller to pay it – they know what they are responsible for paying.
  • You can only receive what’s in your buyer rep agreement – regardless of what they’re offering.

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  • There is no issue with the listing brokerage offering more than what is in the buyer rep agreement if we don’t even have the conversation – and we can’t take more than what is in our buyer rep agreement

Think About It�

  • Why do we need to know?
  • As long as the seller or listing brokerage covers what the buyer has agreed to – we’re done!
  • What the listing brokerage does with the difference is none of the buyer agent’s business

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  • You’ve done your value proposition
  • You’ve counseled the buyer
  • You’ve walked them thru the agreement
  • Don’t forget to ‘ask for the order’

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“After our discussion today, and based on what I’ve committed to do for you, do you feel comfortable and confident that I am the agent to represent you? 

Great, let’s get the agreement signed so I can begin to work for you..” 

If they disagree and do not want to sign:

“OK. I can respect that. It means we will not be able to work together, but I wish you all the best. If, at some point, you change your mind, please feel free to come back – I would love the opportunity to work with you.” 

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In the event they do not want to sign, leave the door open for them to return.

Signing a buyer rep agreement may be new to them.

The next agent they talk to is going to ask them to sign an agreement as well, causing them to rethink the process and potentially come back to you. 

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Listing Side

  • Net sheet done at time of listing
  • Anticipated compensation should be factored in
    • Use what they agree to – or
    • Use a variety of possibilities to show variables
  • Show probable sales price if paying buy-side compensation
  • Show probable sales price if not paying
  • Both license law and the Code require us to present all offers

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Listing Side

  • If bottom line doesn’t work for seller
    • Should counter a price that does work for them
    • Preferable to saying they ‘won’t pay XX compensation’.

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Buy�Side

Consult with lender to verify funds or financing of compensation

If asking seller to pay it – be sure it’s clearly stated in contract

If coming from listing brokerage rather than seller – need Brokerage to Brokerage Compensation Agreement

Buyer may still want it in contract – to show they are not paying it

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Compensation they ask seller to pay is what is in your buyer rep agreement

    • Unless they are paying some – asking seller for the rest
    • Total cannot be more than what is in your agreement

If seller counters by saying they won’t pay the compensation – have buyer counter back at a price that covers what they need

There is no time where listing agent should see your buyer rep agreement.

You may need to give it to lender or title company

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  • Appraisers and agents are allowed to communicate
  • Cannot discuss the value
  • Can exchange information
  • Compensation paid on comparables will need to be verified by calling the listing agent
  • Listing agents are urged to return the appraisers calls ASAP

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  • At what point does an appraiser need to adjust for seller-paid compensation?
  • Investigative Appraising
    • Is there a price difference between homes with and without buy-side compensation covered?
    • Will need to call agent and verify how compensation was structured on each comp used in the appraisal

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Fannie Mae, Freddie Mac, FHA

    • all state that the buyer brokerage compensation is not part of the IPCs – or concessions

VA

    • allowing veterans to pay buyer brokerage compensation

Mortgage Industry Guidance

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Fannie Mae – Freddie Mac – FHA – VA

All allow compensation to be paid by either the buyer – seller – listing brokerage

Compensation is not part of the allowable interested party contributions – IPCs

This is why we suggest you DO NOT put your compensation in the ‘seller concession’ section.

Always talk with buyer’s lender

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If our compensation was a part of the IPCs – the buyer would not be able to ask for both – compensation for their brokerage and seller to pay closing costs – if it totaled more than the allowable IPC on that type of loan.

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  • Most MLSs require disclosure of ‘seller concessions’ at time of closing out the listing.
  • Compensation is NOT part of those concessions – the lenders consider it part of the ’normal and customary’ fees of a transaction
  • Concessions are deducted from the value of the comp when used by the appraisers.

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Thank you for joining us!

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“Not only do the MLS rules and license law require a written agreement, I am committed to spending a significant amount of time and expertise to represent you as a real estate professional and help you achieve your real estate dreams. I cannot make that commitment to you unless I know that we have an exclusive mutual agreement to work together. Like all professionals — attorneys, accountants — even your auto mechanic — we require a signed agreement before we can begin.” 

Why do I have to sign an exclusive agreement to work with just you? 

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I want to work with another Realtor at the same time? 

Whether you are hiring a contractor, going to a dentist or doctor or having work done on your car – you choose the best person you can – but only one.

A buyer agreement is now required — any other buyer’s agent you may want to work with is going to ask for an agreement as well.

And, as I mentioned earlier, you are better off working with one agent with whom you’ve signed an agreement than a bunch of agents who have a lesser obligation and commitment to finding you the right home, at the right price and committing the time and energy it takes in this market to get the job done right for you”

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I really don’t feel comfortable signing an agreement like this.

“I’ve discovered that if someone is uncertain about signing this agreement, it usually means either I haven’t answered their questions to their satisfaction or there is something they haven’t told me. Is there something that concerns you that I haven’t covered today?”

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I want out? 

Option #2: “If at any time you are unhappy with the service I am providing, all I ask is that you give me 10 days to correct things to your satisfaction. If, after that time you are still not satisfied, I will immediately release you from the agreement, up until we have a signed purchase agreement with a seller.” 

Option #1: If at any time you are unhappy with the service I am providing, you can feel free to discuss it with my Managing Broker and they will be happy to appoint a different agent to you who can meet your needs. I will say, however, that I have never had a buyer who was so dissatisfied with my services that my manager had to step in. I think you will be more than satisfied with my services.

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I do not want a lengthy contract?

We are happy to sign an agreement with you for a time frame that works for you, or we can do it for a specific number of properties

OR

Data shows us that in the current market, the time it is taking for most of the buyers to find the property they are looking for is longer because of the low inventory. This agreement is for the average length of time the buyers are taking. It’s in both our interests to feel comfortable that we are focusing on the end goal in a way that doesn’t put any pressure on either of us.

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Line 10 Caution on areas: you should not try to cover areas where you do not have access to the MLS or are not familiar with the area

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Line 14 Buyer confirms they are not in another excusive agreement

Line 25 Notes that the agency disclosure form or pamphlet must be given

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Line 178 Automatically extends agreement through the closing date once a Purchase Agreement has been signed

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