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Stop E-mailing My Clients! Listing Agent Oversteps

By
Industry Observer with RETIRED / State License is Inactive Inactive License Oregon

Stop E-mailing My Clients!  Listing Agent Oversteps

Recently, I received an email addressed to the buyers -- sent to them by the listing agent.

The agent sending the correspondence was telling my clients that they needed to get their lender of choice selection made, have the appraisal ordered . . . well, here:

Also note, it is best to have an early appraisal and follow up appraisal instead of waiting for the home to be complete.  This will ensure that disclosures are going out in a timely manner.  Keep in mind, if closing is delayed for any reason and you have chosen a lender other than ********* Mortgage, per the contract you will be charged $200/day for delay of closing. 

I've highlighted where the listing agent crossed the line . . . they are not in a position to tell my clients what is best, among other things.

The buyers are being represented.  

They do NOT need the listing agent, who represents the seller/buider, to tell them WHAT IS BEST!  

The listing agent also went on to tell the buyers about. . . well, here:

With the new TRID closing guidelines that went into effect on October 3rd, 2015 some lenders need up to 60 days to close while some are still using the industry standard of 45 days.  This means you must make a decision immediately on what lender you are moving forward with.  By Friday, we need to have your choice of lender and their contact information emailed to xxxxxxxx@******.com

They are being represented! 

Not only are the buyers being represented by my brokerage, the listing agent who represents the seller/builder shouldn't be advising them of new TRID closing guidelines, or anything else to do with their contractual obligations.  

They are being represented!

What if . . . what if . . . what if . . . my clients are given CONFLICTING INFORMATION?!?

And the irony . . . my clients are cash buyers.   

Just because the listing agent has my clients' email addresses, that does NOT mean they have permission granted to interfer with the real estate agency relationship I have with my clients!

Had they NOT overstepped, and had I been contacted in a business-like and professional manner . . . I would have been contacted directly -- NOT my clients!   The listing agent would have inquired about the status of my clients' lender.  At which time I would have stated they were cash buyers.  I would have been thanked for the reminder, and that would have been that.

I would NEVER communicate with the sellers directly . . . EVER . . . during a transaction.  

They are being represented!

 

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National Association of Realtors(r) Code of Ethics:

  • Standard of Practice 16-13

All dealings concerning property exclusively listed, or with buyer/tenants who are subject to an exclusive agreement shall be carried on with the client’s representative or broker, and not with the client, except with the consent of the client’s representative or broker or except where such dealings are initiated by the client. [emphasis added]

 

Posted by

 

 

Carla Muss-Jacobs has RETIRED effective May 1, 2018

Representing Buyers in the Portland Metro Real Estate Market | Clackamas Multnomah and Washington Counties | Since 1999

Carla Muss-Jacobs, REALTOR®, ABR, CEBA, ePro
Principal Broker/Owner ~~ INACTIVE

Carla Muss-Jacobs' retirement became effective May 1, 2018

Direct: 503-810-7192 

 

All Rights Reserved © 

Kathleen Daniels, Probate & Trust Specialist
KD Realty - 408.972.1822 - San Jose, CA
Probate Real Estate Services

Carla, I'm hearing Kevin O'Leary in my mind ... say it isn't so! But wait, we have new construction involved with this one. "They" seem to think the do all the work and merely pay a commission to the buyer's agent. That may be true in 90% or better of the cases, but it is not the case when Carla Muss-Jacobs, Principal Broker/Owner is REPRESENTING the buyers.

Nov 04, 2015 01:21 AM
Carla Muss-Jacobs, RETIRED

The email sent directly to the buyers was replete with what they should do, and was "best" for them, etc.  TOTALLY inappropriate.  I'm sure the gals in the office think I'm "uppity" and don't know what I'm talking about and are having a good laugh. 

Nov 04, 2015 01:28 AM
Kathleen Daniels, Probate & Trust Specialist
KD Realty - 408.972.1822 - San Jose, CA
Probate Real Estate Services

FEATURED IN CRAP-TACULAR

 

Mr. Crappy thinks ... that agent's behavior stinks!

Nov 04, 2015 01:22 AM
Carla Muss-Jacobs, RETIRED

Thanks Mr. Crappy!  I feel like the listing agents DUMPED on me, that's for sure.

Nov 04, 2015 01:47 AM
Gary L. Waters Broker Associate, Bucci Realty
Bucci Realty, Inc. - Melbourne, FL
Eighteen Years Experience in Brevard County

Obviously not an agent who understands the role of representing buyers.  I would have sent back a great big ole "thanks but mind your own business!"   Being a Realtor has made me a much more civil person...

Nov 04, 2015 01:25 AM
Tammie White, Broker
Franklin Homes Realty LLC - Franklin, TN
Franklin TN Homes for Sale

While I don't disagree with you, I don't think this is going to change anytime soon. In our neck of the woods, it's pretty typical for the builder's onsite agents to email the buyers. I remind the buyers the onsite agent represents the sellers and nothing confidential should be shared with them. I also advise them that no decisions be made without running it by me first. I'm very involved in new construction and I let on-site agents know I need to be copied on all correspondence. I view these emails as more informational than telling my clients what to do. One of my clients recently saved $2,000 towards his title insurance ($940K purchase) because he used the builder's title company to close. That information was shared with the buyer in an email. I verified that it was true and we amended our contract to close at the builder's title company to receive this significant savings. So there can be some advantages to receiving these emails but I certainly understand your angst.

Nov 04, 2015 02:13 AM
Carla Muss-Jacobs, RETIRED

What if the information which is emailed directly to the buyer is incorrect, or screws up something or interfers with your representation?  The "information" they provided my clients was not necessary and should not have been coming from the seller's agents.  SOP 16-13 wasn't placed in to the Code of Ethics on a whim and member NAR agents needs to abide.  If you gave permission, then that's takes care of that.  I did not, however.

Nov 04, 2015 03:26 AM
Maureen Harmonay
Coldwell Banker Residential Brokerage - Bolton, MA
Your Country Property Specialist, Bolton MA

How did the listing agent get the buyers' email address?

Nov 04, 2015 02:23 AM
Carla Muss-Jacobs, RETIRED

The purchase agreement documents were docu-sign and sent to their email addresses for delivery. Maureen Harmonay  

Nov 04, 2015 03:16 AM
Chris Ann Cleland
Long and Foster Real Estate - Gainesville, VA
Associate Broker, Bristow, VA

Yikes.  This would have me furious.  Of course, in our area, agents often don't understand that when they put their clients email address for notices out there, it is out there and gives the other agent direct accesss, but under very specific guidelines to serve notice.  I keep my clients email to myself.  They can't contact them, even if it puts them in the wrong, if they don't have the email.

Nov 04, 2015 02:30 AM
Carla Muss-Jacobs, RETIRED

The buyers email was needed for them to have their documents sent to them for Docu-Sign.  That did not authorize the listing agent to contact them directly and instruct my clients what "is best" on a particular matter.  Again, I wonder  . . . what  happens if the information is incorrect, or conflicts with what I'm instructing my clients?  

Nov 04, 2015 03:29 AM
Jane Peters
Home Jane Realty - Los Angeles, CA
Los Angeles real estate concierge services

Not good. I would imagine this agent working for the developer, does not fully understand their limitations. I am sure they do now :)

Nov 04, 2015 06:35 AM
Ken Patterson
TPR Properties - Rocklin, CA
Roseville Real Estate, TOP Rocklin Realtor

The code seems pretty clear.  We also attempt to keep the client contact information from being distributed as much as possible.  You just never know...

Nov 04, 2015 07:26 AM
Carla Muss-Jacobs, RETIRED

They wanted to send Docu-sign to the buyers which would allow their individual e-sigs.  

Nov 04, 2015 09:51 AM
Karen Fiddler, Broker/Owner
Karen Parsons-Fiddler, Broker 949-510-2395 - Mission Viejo, CA
Orange County & Lake Arrowhead, CA (949)510-2395

Whoa! That's bad! I would be all over this with the broker and Board. 

Nov 04, 2015 07:59 AM
Claude Labbe
RLAH / @properties - Washington, DC
Realty for Your Busy Life

Oh no. Oh hell no! 

Let's acknowledge your clients have been trained well, since their immediate response was to reach out to you.

I'll trust the other agent got his/her hand slapped hard for messing with Carla Muss-Jacobs, Principal Broker/Owner , that being the first of a few steps which I'd think you'll consider.

No, no, no.

Nov 04, 2015 12:05 PM
Michael Blue
Home Smart Realty West - Encinitas, CA
REALTOR - 760-889-8877, Encinitas/Carlsbad

In CA the buyers of larger builder developments are basically handed off, the builder has their own contract, we are included just as you were. Sounds like a regular deal and you wrote contract,   she has most likely created and agency  with your customer/client.

I am

seeing lots

of upprofessional

behavior out there! I got a deal accepted on the 22nd, they didn't open escrow until the 26th therefore they didn't follow other time frames in the contract and...I got a seller counter offer on the 31st! Back dated to the 22nd! They forgot that docusign dates and keeps history of everything.

 

 

 

 

Nov 04, 2015 11:14 PM
Carla Muss-Jacobs, RETIRED

Sloppy all around.  Sounds as if you're no stranger to the sloppy stuff going around!   I am the agent of the buyers, exclusively.  No question they shouldn't have contacted my clients directly. 

Nov 05, 2015 03:47 AM
Eve Alexander
Buyers Broker of Florida - Tampa, FL
Exclusively Representing ONLY Tampa Home Buyers

I think there are a lot of agents that think they are back in the days of Sub-agency, where the listing agent controlled all.  They need to back off.

Recently, I had to set an agent straight when she started e-mailing my client with BS and did not copy me.  Not long ago, during inspections, I had a agent speak directly to my clients and say "you really don't want that fixed, do you..."   I told the buyer in front of her, not to answer that, because of course we wanted that fixed"

Once when I set an appointment to show a property, the listing agent sent me a list of rules to follow....including that the lender could not be at closing  and I needed to wear a name tag at closing, but not engage in conversation.  I swear that is true...

I sent her an e-mail that I did not want to deal with a "control freak" and so I was cancelling the appointment.

Real Estate is hard enough without dealing with those that slept through class.

Eve

Nov 05, 2015 01:47 AM
Carla Muss-Jacobs, RETIRED

Wear a name tag at closing, that's hilarious!   Thanks for adding a touch of "it's funny, 'cause it's true" humour Mike & Eve Alexander 

Nov 05, 2015 03:49 AM
Lyn Sims
Schaumburg, IL
Real Estate Broker Retired

That's one reason why I don't put phone #'s or emails on the contracts. One person will ruin it for everyone & crossed the line. I'm going to say that her/his broker doesn't know this is going on.

Nov 05, 2015 07:33 AM
Praful Thakkar
LAER Realty Partners - Burlington, MA
Metro Boston Homes For Sale

Oh Carla Muss-Jacobs, Principal Broker/Owner - I do not like those agents who cross the line!

They think they are looking forward to 'win-win' without realizing that what they are doing may lead to losing a buyer - and it's going to be 'lose-lose'!

Nov 05, 2015 02:09 PM
Maria Gilda Racelis
Home Buyers Realty, LLC-Manchester, Bolton. Vernon,Ellington - Manchester, CT
Home Ownership is w/in Reach. We Make it Happen!

Hi Carla: I can see a potential violation of Chapter 16 in many counts and ways. What was the listing agent thinking? You are not competent enough to be handle the new change? Ha... He/she should have been warned as to whom he/she will be up against.

Nov 05, 2015 07:54 PM
Carla Muss-Jacobs, RETIRED

Any agent worth their salt should know not to contact the client of another agent "all dealings" means all dealings.  Any agent worth their salt in representating their client needs to point that out.  

Nov 06, 2015 01:36 AM
Debbie Laity
Cedaredge Land Company - Cedaredge, CO
Your Real Estate Resource for Delta County, CO

That is BAD, BAD, BAD behavior. I would be contacting that agent's broker immediately. Let us know if anything further comes of this. 

Nov 06, 2015 04:03 AM
Tony and Suzanne Marriott, Associate Brokers
Serving the Greater Phoenix and Scottsdale Metropolitan Area - Scottsdale, AZ
Haven Express @ Keller Williams Arizona Realty

Did you check to see if the agent was / is a REALTOR - or just a real estate licensee?  Unfortunately, they would only be subject to the NAR COE if a REALTOR...

Nov 13, 2015 10:21 PM
Carla Muss-Jacobs, RETIRED
RETIRED / State License is Inactive - Portland, OR

Tony and Suzanne Marriott, Associate Brokers  yes I did.  Agents in our area are subject to being a NAR member otherwise they can't be members of the RMLS. 

Nov 14, 2015 04:27 AM
Ryan Huggins - Thousand Oaks, CA
https://HugginsHomes.com - Thousand Oaks, CA
Residential Real Estate and Investment Properties

That is horrible.  The agent should never communicate directly with the other agent's principle and certainly shouldn't be giving advice!  The only time I can see it being OK is for simple forms in zipforms/docusign and only with their agent's approval.

Nov 16, 2015 11:01 AM
Tony and Suzanne Marriott, Associate Brokers
Serving the Greater Phoenix and Scottsdale Metropolitan Area - Scottsdale, AZ
Haven Express @ Keller Williams Arizona Realty

Carla Muss-Jacobs, Principal Broker (503) 810-7192 "...the listing agent who represents the seller/builder shouldn't be advising them of new TRID closing guidelines, or anything else to do with their contractual obligations...Just because the listing agent has my clients' email addresses, that does NOT mean they have permission granted to interfere with the real estate agency relationship I have with my clients!"

Right on target - and - re-blog!

Nov 04, 2016 11:48 PM