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Guidelines for Unlicensed Assistants

posted Jan 10, 2018, 8:37 AM by Richard D'Ascoli   [ updated Jan 10, 2018, 8:39 AM ]

The Calbre issued needed Guidelines for Unlicensed Assistants.  Read more to find out about how they can or cannot be involved in:

  • Cold calling
  • Open Houses
  • CMA's
  • Communicating with the public 
  • Arranging appointments
  • Accessing property
  • Advertising, preparation, and delivery of documents
  • Trust funds  
  • Communicating with Principles
  • Reviewing Documents

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Richard D'Ascoli,
Jan 10, 2018, 8:37 AM