Advisor Agreement

Last updated 16 September 2026

Effective Date: 16 September 2026

This Advisor Agreement ("Advisor Agreement") is entered into between RealAly ("RealAly") and the person accepting this Agreement ("Advisor").

This Advisor Agreement supplements the RealAly Platform Terms of Service.

By applying to become an Advisor, activating an Advisor account, accepting a Session, or clicking "I Agree," Advisor agrees as follows.

1. ROLE OF ADVISOR

Advisor is permitted to provide professional mentorship, education, experience-based guidance, and general professional perspective through RealAly.

Advisor understands that RealAly is not engaging Advisor to serve as another User's:

  • supervising broker;
  • principal broker;
  • managing broker;
  • broker of record;
  • attorney;
  • transaction representative;
  • fiduciary;
  • accountant;
  • financial adviser; or
  • other regulated professional representative.

2. ADVISOR QUALIFICATIONS

Advisor represents that all information supplied concerning Advisor's identity, professional experience, production, credentials, disciplinary history, specialties, brokerage affiliation, license status, and qualifications is materially accurate and not misleading.

Advisor shall promptly update RealAly if material information changes.

3. LICENSE STATUS

Where a real estate license is required for Advisor's represented qualifications or activities, Advisor shall maintain all licenses required by applicable law.

Advisor shall promptly disclose to RealAly any:

  • license expiration;
  • suspension;
  • revocation;
  • restriction;
  • involuntary surrender;
  • regulatory order;
  • material disciplinary action; or
  • other event materially affecting Advisor's legal authority to provide professional services.

RealAly may immediately pause Advisor's profile or bookings pending verification.

4. BROKERAGE AFFILIATION AND AUTHORIZATION

Advisor is solely responsible for determining whether participation on RealAly is permitted by Advisor's brokerage, supervising broker, employment agreement, independent contractor agreement, franchise requirements, licensing authority, professional association, insurance policy, and applicable law.

RealAly does not represent that Advisor's brokerage has approved Advisor's participation.

Advisor shall obtain any approval required by Advisor's brokerage or supervising broker.

5. GEOGRAPHIC AND LICENSING BOUNDARIES

Advisor shall not knowingly perform regulated brokerage activities in a jurisdiction where Advisor lacks required authority.

Advisor shall clearly identify when a question depends upon state-specific or local requirements outside Advisor's knowledge or authority.

Advisor shall not imply expertise in a jurisdiction merely because Advisor has general real estate experience.

6. EDUCATIONAL SCOPE

Advisor may discuss matters including:

  • personal professional experience;
  • business systems;
  • prospecting;
  • marketing;
  • time management;
  • professional communication;
  • negotiation concepts;
  • client experience;
  • lead conversion;
  • brokerage career considerations;
  • general transaction workflow;
  • professional development; and
  • other lawful educational topics.

Advisor shall distinguish personal experience and opinion from authoritative legal or regulatory instruction.

7. NO CONTROL OF ANOTHER AGENT'S TRANSACTION

Advisor shall not assume control of another Agent's transaction.

Advisor shall not represent that Advisor has authority to approve:

  • contracts;
  • addenda;
  • disclosures;
  • contingencies;
  • transaction deadlines;
  • escrow decisions;
  • legal interpretations;
  • brokerage compliance decisions;
  • offers or counteroffers; or
  • another Agent's professional conduct.

Advisor shall direct the Agent to the Agent's supervising broker, principal broker, attorney, or other appropriate professional when required.

8. NO LEGAL ADVICE

Advisor shall not provide legal advice through RealAly.

Advisor shall not state or imply:

  • "this is legally required";
  • "this contract definitely means";
  • "you have a legal right to";
  • "you should sue";
  • "you can ignore your broker";
  • "this clause is enforceable";
  • "this will protect you legally"; or
  • similar definitive legal conclusions,

unless such statement is clearly limited to nonlegal educational information and Advisor is legally authorized to make it.

Where interpretation of legal rights, obligations, contracts, statutes, regulations, or potential liability is material, Advisor shall recommend consultation with appropriate legal counsel.

An Advisor who is separately licensed as an attorney shall not establish an attorney-client relationship through a standard RealAly Session unless RealAly has separately authorized and structured that service.

9. NO TAX, INVESTMENT, ACCOUNTING, OR FINANCIAL ADVICE

Advisor shall not provide regulated professional advice outside Advisor's lawful qualifications.

10. NO REPRESENTATION AS REALALY'S AGENT

Advisor has no authority to bind RealAly.

Advisor shall not represent that:

  • Advisor works for RealAly as an employee;
  • RealAly endorses Advisor's opinions;
  • RealAly approves particular transactions;
  • Advisor speaks on behalf of RealAly; or
  • RealAly guarantees Advisor's services.

11. INDEPENDENT CONTRACTOR STATUS

Advisor is an independent service provider and not an employee, partner, franchisee, joint venturer, or agent of RealAly.

Advisor controls whether to make availability available through the Platform, subject to RealAly's marketplace rules.

Advisor is responsible for Advisor's own:

  • taxes;
  • licenses;
  • professional expenses;
  • equipment;
  • insurance;
  • professional obligations; and
  • legally required registrations.

Nothing in this Agreement guarantees any minimum number of Sessions, bookings, compensation, hours, or revenue.

The parties acknowledge that actual legal classification depends upon applicable law and the true nature of the relationship, not merely the title used in this Agreement.

12. TAX RESPONSIBILITY

Advisor is responsible for reporting and paying all taxes arising from compensation received through RealAly.

RealAly or its payment provider may collect tax information and issue legally required tax forms.

13. ADVISOR COMPENSATION

Any Advisor compensation is payment for legitimate educational or advisory services actually provided.

Compensation is not:

  • a commission from a real estate transaction;
  • a brokerage commission split;
  • a referral fee tied to the closing of a transaction;
  • escrowed transaction funds; or
  • payment for directing settlement-service business.

Advisor shall not privately recharacterize RealAly compensation as transaction-based compensation.

14. PAYOUTS

RealAly may use a third-party payment processor.

Advisor authorizes RealAly and its processors to deduct applicable:

  • Platform fees;
  • refunds;
  • credits;
  • disputed payments;
  • chargebacks;
  • reversals;
  • taxes;
  • amounts caused by fraud; or
  • other amounts permitted under applicable policies.

Payout timing may depend upon payment processor rules, fraud review, completion of Services, and applicable law.

15. PAYMENT RESERVES

Where reasonably necessary because of suspected fraud, excessive disputes, chargebacks, regulatory concerns, or material violations, RealAly may temporarily delay or reserve payouts to the extent permitted by law and applicable payment policies.

16. NO TRANSACTION-DEPENDENT COMPENSATION

Advisor shall not request or accept from an Agent or Agent's client compensation through RealAly that is contingent upon:

  • a closing;
  • transaction value;
  • loan approval;
  • settlement-service referral;
  • client referral;
  • listing obtained;
  • commission earned; or
  • other transaction outcome,

unless RealAly expressly establishes a legally compliant program authorizing such compensation.

17. NO KICKBACKS

Advisor shall not request, offer, give, or receive unlawful kickbacks, referral payments, gifts, or things of value in connection with RealAly activity.

18. VENDOR RECOMMENDATIONS

Advisor may recommend vendors when reasonably relevant.

Advisor must disclose any material financial relationship associated with a recommendation, including:

  • affiliate compensation;
  • referral fees;
  • ownership;
  • equity;
  • sponsorship;
  • family relationships;
  • employment;
  • revenue sharing; or
  • other material economic interest.

Advisor shall not recommend a provider in exchange for unlawful consideration.

19. PLATFORM-BASED NO-RECRUITING RULE

Advisor may not exploit access obtained through RealAly to recruit an Agent into Advisor's brokerage, team, employer, franchise, downline, revenue-share organization, sponsorship structure, or similar professional affiliation.

Advisor shall not use a Session as a disguised recruiting presentation.

Advisor shall not send recruiting materials or repeatedly contact an Agent for recruiting purposes because Advisor obtained access through RealAly.

This restriction does not prohibit lawful recruiting unrelated to RealAly or based upon a genuinely independent or pre-existing relationship.

20. NO CLIENT OR LEAD POACHING

Advisor shall not use information obtained through RealAly to pursue another Agent's identifiable client, buyer, seller, listing, prospect, lead, landlord, tenant, or referral opportunity.

Advisor shall not circumvent an Agent and contact an Agent's client based upon information obtained during a Session.

21. NO SALES-FUNNEL CONVERSION

Advisor may not use RealAly primarily as customer acquisition for another business.

Advisor shall not pressure Agents to purchase:

  • coaching;
  • consulting;
  • courses;
  • software;
  • marketing services;
  • lead services;
  • memberships; or
  • other commercial offerings.

22. NO OFF-PLATFORM CIRCUMVENTION

Advisor shall not intentionally encourage an Agent introduced through RealAly to move substantially similar paid advisory services off the Platform primarily to avoid RealAly's applicable commercial terms.

Nothing prohibits ordinary professional relationships that arise for legitimate independent reasons or activities RealAly expressly permits.

23. CONFIDENTIALITY

Advisor shall protect confidential and nonpublic information obtained through RealAly.

Advisor shall not use another User's confidential information:

  • for competitive advantage;
  • for recruiting;
  • for marketing;
  • to acquire clients;
  • to embarrass the User;
  • for social media content;
  • for gossip;
  • for advertising;
  • for training examples containing identifiable information; or
  • for any purpose unrelated to legitimate advisory services.

24. DATA MINIMIZATION

Advisor shall request only information reasonably necessary to provide meaningful guidance.

Advisor should encourage Agents to anonymize active transaction facts whenever practical.

25. PROHIBITED SENSITIVE INFORMATION

Advisor shall not request another User's:

  • Social Security number;
  • account password;
  • banking credentials;
  • payment card number;
  • lockbox code;
  • alarm code;
  • wire instructions;
  • authentication code; or
  • other highly sensitive information

unless RealAly has expressly created a secure authorized workflow requiring such information.

26. INADVERTENTLY RECEIVED INFORMATION

If Advisor receives unnecessary sensitive information, Advisor shall not exploit, redistribute, retain unnecessarily, or use it for any unrelated purpose.

27. CONFLICTS OF INTEREST

Advisor shall disclose actual or reasonably apparent material conflicts that could compromise objective guidance.

Advisor shall not advise an Agent regarding confidential transaction strategy where Advisor, Advisor's brokerage, Advisor's client, or another person with whom Advisor has a material relationship has a directly adverse interest in the same transaction.

28. SAME-TRANSACTION CONFLICT

If Advisor discovers that Advisor or Advisor's brokerage represents or is materially involved with an opposing party in the same transaction, Advisor shall immediately stop discussing confidential transaction strategy and disclose the existence of the conflict to the Agent without disclosing another client's confidential information.

29. ANTITRUST COMPLIANCE

Advisor shall independently determine Advisor's own competitive practices.

Advisor shall not use Sessions to propose or coordinate agreements with competing real estate professionals concerning:

  • commissions;
  • brokerage fees;
  • minimum pricing;
  • compensation structures;
  • discounts;
  • customer allocation;
  • territories;
  • boycotts;
  • bids;
  • employment compensation; or
  • recruiting restraints between competing businesses.

Advisor may discuss general professional experience but shall not invite another professional to coordinate competitive behavior.

30. NO COMPETITOR INTELLIGENCE ABUSE

Advisor shall not use Sessions to improperly obtain another brokerage's:

  • confidential pricing strategy;
  • nonpublic commission strategy;
  • internal financial information;
  • confidential customer lists;
  • future competitive plans;
  • recruiting strategy; or
  • other competitively sensitive nonpublic information.

31. PROFESSIONAL CONDUCT

Advisor shall communicate respectfully and professionally.

Advisor shall not engage in fraud, harassment, intimidation, discrimination, retaliation, sexual misconduct, threats, coercion, or knowingly deceptive conduct.

32. FAIR HOUSING AND CIVIL RIGHTS COMPLIANCE

Advisor shall not recommend, facilitate, encourage, or assist unlawful housing discrimination or other unlawful discriminatory practices.

33. NO GUARANTEES

Advisor shall not guarantee earnings, closings, commissions, results, legal outcomes, or transaction outcomes.

Advisor shall not make materially misleading success claims.

34. REVIEWS

Advisor shall not pressure, threaten, manipulate, or condition benefits upon an Agent providing a favorable review.

Advisor shall not purchase fake reviews or arrange fictitious reviews.

Advisor may request honest feedback in accordance with RealAly policies.

35. RECORDING

Advisor shall not secretly record a private Session.

Advisor is responsible for obtaining legally required consent before personally recording any interaction.

36. INTELLECTUAL PROPERTY

Advisor retains ownership of Advisor's pre-existing proprietary materials.

Advisor grants each Agent a limited, nonexclusive right to use materials specifically provided during a Session for the Agent's own professional purposes unless otherwise stated.

Advisor shall not upload or distribute materials that infringe another person's intellectual property rights.

37. PROFILE CONTENT

Advisor grants RealAly permission to display Advisor's approved:

  • name;
  • photograph;
  • biography;
  • experience;
  • credentials;
  • specialties;
  • availability;
  • pricing or participation terms;
  • ratings; and
  • other profile information

for operation and promotion of the marketplace.

RealAly shall not materially fabricate Advisor credentials.

38. TRUTHFUL MARKETING CLAIMS

Advisor shall not provide RealAly with inflated, unverifiable, fraudulent, or materially misleading claims for use in Advisor's profile.

39. INSURANCE

Advisor shall maintain any errors-and-omissions, professional liability, general liability, or other insurance required by applicable law, Advisor's brokerage, or professional obligations.

RealAly may request proof of applicable required coverage.

40. SAFETY REPORTING

Advisor shall promptly report material fraud, security issues, threats, harassment, or serious Platform violations affecting a RealAly interaction.

41. INVESTIGATION COOPERATION

Advisor agrees to reasonably cooperate with investigations concerning Advisor's Platform conduct.

RealAly may temporarily pause bookings during a legitimate investigation.

42. SUSPENSION

RealAly may immediately restrict Advisor's profile or bookings for credible allegations involving:

  • fraud;
  • harassment;
  • recruiting abuse;
  • confidentiality violations;
  • licensing problems;
  • client solicitation;
  • dangerous conduct;
  • false credentials;
  • repeated material complaints;
  • unlawful referral arrangements;
  • antitrust concerns; or
  • other substantial Platform-integrity risks.

43. TERMINATION

RealAly may permanently remove Advisor for serious or repeated violations.

Advisor has no guaranteed right to continued marketplace placement.

44. NO GUARANTEED RANKING OR VISIBILITY

RealAly does not guarantee search ranking, profile visibility, bookings, conversion, leads, or revenue.

RealAly may modify marketplace ranking systems and discovery features.

45. ADVISOR RESPONSIBILITY FOR ADVICE

Advisor is solely responsible for Advisor's own statements, professional conduct, representations, and services.

RealAly's approval of Advisor does not transfer responsibility for Advisor's professional conduct to RealAly.

46. ADVISOR INDEMNIFICATION

In addition to indemnification obligations under the Platform Terms, Advisor shall indemnify RealAly to the maximum extent permitted by law against third-party claims arising from:

  • Advisor's professional advice;
  • Advisor's licensing violation;
  • unauthorized legal advice;
  • brokerage misconduct;
  • confidentiality breach;
  • client solicitation;
  • recruiting misuse;
  • unlawful referral arrangements;
  • infringement;
  • tax obligations;
  • employment claims based upon Advisor's own personnel;
  • fraud; or
  • Advisor's violation of this Agreement.

47. SURVIVAL

Advisor's confidentiality, data-use, client-solicitation, intellectual property, payment, indemnification, and dispute obligations survive termination where their nature requires continued effect.

48. INCORPORATION OF PLATFORM TERMS

The RealAly Platform Terms are incorporated into this Advisor Agreement.

Defined terms not separately defined here have the meaning provided in the Platform Terms.

49. ADVISOR CERTIFICATIONS

BY CLICKING "I AGREE," ADVISOR CERTIFIES:

I understand RealAly is not a brokerage and I am not acting as another Agent's supervising broker.

I will stay within my legal and professional authority.

I will not provide unauthorized legal advice.

I will direct brokerage-specific and legal questions to the appropriate broker or attorney when required.

I will not misuse RealAly to recruit Agents.

I will not poach another Agent's clients or leads using RealAly information.

I will protect confidential information.

I will disclose material conflicts.

I will not coordinate commissions, pricing, customers, territories, or other competitively sensitive conduct with competitors.

I will not accept unlawful referral compensation or kickbacks.

I will not secretly record Sessions.

I understand RealAly may suspend or permanently remove me for violating these requirements.

I understand that I am responsible for the professional advice and services I personally provide.

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