For newer agents

Your first client: what to ask your broker, and what to work out yourself.

You finally have a client, and suddenly you are not sure what you are allowed to say, or how often you can ask your broker for help. Here is how to split it, so you feel prepared and your client feels looked after.

Step 1

Know what your broker is for

Your broker is responsible for your transactions. Contracts, disclosures, deadlines, deposits, and anything that could become a legal problem belong with them. Asking is not a weakness; not asking is the risk.

Step 2

Work out the rest yourself, then check

How to run a showing, how to talk about a neighborhood, how to keep a client updated: prepare your own approach, then ask your broker or a senior agent to look at it. You learn faster and they spend less time.

Step 3

When unsure, say you will find out

"Good question. Let me confirm and get back to you today." Clients respect it far more than a confident guess. Then actually get back to them.

Step 4

Keep a running list of questions

Write questions down as they come, and bring the list to your broker once a day rather than calling every hour. It respects their time, and you will notice the questions you can answer yourself.

Your brokerage

Where your brokerage fits

  • Every state requires brokers to supervise their agents, so your broker is your first stop for anything legal or contractual. RealAly advisors complement your broker and never replace them.
  • If your broker is hard to reach, ask the office who covers for them, and whether there is a transaction coordinator.
  • Advisors on RealAly agree, before they are listed, never to use a session to recruit you to their brokerage or team. You keep your broker; you just get a second opinion from outside the office.

Questions

What agents ask

Is it bad to ask my broker too many questions?
No. Supervising you is part of their job. Batching your questions and bringing your own thinking makes the help more useful.
Can I get advice from an agent outside my brokerage?
Most brokerages are fine with you learning from other agents. Keep client details private and take anything about contracts or disclosures to your own broker.