Agent Agreement and Risk Acknowledgment

Last updated 16 September 2026

Effective Date: 16 September 2026

This Agent Agreement ("Agent Agreement") is entered into between RealAly ("RealAly") and the User seeking advisory or educational services ("Agent").

This Agent Agreement supplements the RealAly Platform Terms of Service.

By creating an Agent account, purchasing access, booking or participating in a Session, or clicking "I Agree," Agent agrees as follows.

1. PURPOSE OF REALALY

Agent understands that RealAly provides access to independent professionals for education, mentorship, professional perspective, and general informational guidance.

RealAly is not Agent's brokerage, broker, attorney, accountant, transaction coordinator, fiduciary, or representative.

2. PROFESSIONAL STATUS

If Agent represents that Agent is licensed, affiliated with a brokerage, or otherwise professionally credentialed, Agent represents that such information is materially accurate.

Agent is responsible for maintaining all legally required licenses and professional affiliations.

3. BROKERAGE RESPONSIBILITY

Agent understands that RealAly does not replace Agent's:

  • principal broker;
  • managing broker;
  • broker of record;
  • employing brokerage;
  • compliance department;
  • attorney; or
  • other required professional supervision.

Agent remains responsible for complying with instructions and supervision lawfully required by Agent's brokerage.

4. NO BROKER SUBSTITUTION

An Advisor's experience or seniority does not make that Advisor Agent's supervising broker.

Agent shall not rely upon a RealAly Advisor as authority to disregard Agent's brokerage policies, supervising broker, legal obligations, or regulatory requirements.

5. EDUCATIONAL NATURE OF ADVICE

Agent understands that statements made by Advisors are opinions, experiences, educational information, and professional perspectives unless explicitly stated otherwise through a legally authorized service.

Advice may differ among experienced professionals.

The existence of disagreement does not mean RealAly warrants one Advisor's position as correct.

6. NO LEGAL ADVICE

Agent understands that standard RealAly Sessions do not provide legal representation or legal advice.

Agent shall consult qualified legal counsel when a matter requires interpretation of:

  • contractual rights;
  • legal obligations;
  • statutes;
  • litigation;
  • threats of litigation;
  • regulatory exposure;
  • enforceability;
  • liability;
  • legal deadlines;
  • subpoenas;
  • court orders; or
  • other legal issues.

7. NO ATTORNEY-CLIENT RELATIONSHIP

Agent understands that no attorney-client relationship is created merely because an Advisor happens to hold a law license.

Agent should not assume communications through a standard RealAly Session are protected by attorney-client privilege.

8. NO TAX, ACCOUNTING, INVESTMENT, OR FINANCIAL RELATIONSHIP

Agent shall consult appropriately qualified professionals for regulated tax, accounting, financial, mortgage, insurance, or investment questions.

9. AGENT RETAINS DECISION-MAKING RESPONSIBILITY

Agent is solely responsible for deciding whether to:

  • sign a document;
  • recommend a document to a client;
  • submit an offer;
  • counter an offer;
  • waive a contingency;
  • terminate a contract;
  • disclose information;
  • contact a client;
  • negotiate compensation;
  • adjust a price;
  • change brokerage practices;
  • incur an expense;
  • pursue a lead;
  • make a professional representation; or
  • take any other professional action.

RealAly and Advisors do not make those decisions for Agent.

10. INDEPENDENT VERIFICATION

Agent agrees to independently verify material information before acting upon it.

Where appropriate, Agent shall consult Agent's broker, attorney, accountant, regulator, MLS, association, insurer, or other authoritative source.

11. TRANSACTION DEADLINES

Agent remains solely responsible for tracking all transaction, contract, inspection, financing, closing, disclosure, regulatory, and other deadlines.

RealAly is not a deadline-monitoring service.

Technical failure, Advisor unavailability, or delayed communication does not excuse Agent from transaction obligations.

12. ACTIVE TRANSACTIONS

Agent may discuss active transaction situations only to the extent permitted by applicable law, brokerage rules, professional duties, and client obligations.

Agent should anonymize transaction details wherever reasonably possible.

13. AUTHORITY TO SHARE

Agent represents that Agent has lawful authority to share any information provided to RealAly or an Advisor.

Agent shall not disclose information in violation of:

  • client confidentiality;
  • brokerage policy;
  • contract;
  • fiduciary duty;
  • law;
  • protective order;
  • court order;
  • settlement agreement; or
  • other legally binding restriction.

14. CONFIDENTIAL CLIENT INFORMATION

Agent shall avoid sharing identifiable client information unless reasonably necessary and legally permitted.

Agent should substitute generalized descriptions where possible.

Example:

"my buyer" rather than the buyer's full identity;

"the property" rather than unnecessary private identifying information;

"a $500,000 transaction" rather than uploading an entire unredacted client file.

15. SENSITIVE INFORMATION

Agent shall not provide Advisors with unnecessary:

  • Social Security numbers;
  • bank account information;
  • payment card details;
  • wire instructions;
  • passwords;
  • lockbox codes;
  • alarm codes;
  • authentication codes;
  • identity documents;
  • private medical information; or
  • similarly sensitive data.

16. DOCUMENT REDACTION

Agent is responsible for reviewing and redacting documents before sharing them.

RealAly does not guarantee that an Advisor will identify information Agent should have removed.

17. ATTORNEY COMMUNICATIONS

Agent should not upload attorney-client communications, attorney work product, litigation strategy, or other potentially privileged information without first determining whether sharing is appropriate.

18. CONFIDENTIALITY LIMITATIONS

RealAly requires Users to comply with confidentiality rules but cannot guarantee another User will never violate those rules.

Agent accepts the inherent risk of voluntarily communicating information to another independent professional.

19. ADVISOR CONFLICTS

Agent should inform an Advisor if Agent believes the Advisor, Advisor's brokerage, or Advisor's client may have an interest in the same transaction.

Agent shall stop sharing confidential strategy when a direct conflict becomes apparent.

20. NO USE OF REALALY FOR COMPETITOR COLLUSION

Agent shall not ask an Advisor or other User to agree upon or coordinate:

  • commission rates;
  • brokerage fees;
  • discounts;
  • pricing;
  • customers;
  • territories;
  • bids;
  • boycotts;
  • employment compensation;
  • recruiting restrictions between competing firms; or
  • similar competitive conduct.

21. NO REQUESTS FOR CONFIDENTIAL COMPETITOR INFORMATION

Agent shall not use RealAly to improperly obtain another brokerage's nonpublic:

  • pricing strategy;
  • client list;
  • internal financial information;
  • future business plans;
  • confidential commission policies;
  • recruiting lists; or
  • similarly sensitive competitive information.

22. NO REQUESTS TO BREAK THE LAW

Agent shall not request or pressure an Advisor to:

  • perform an unlicensed activity;
  • violate brokerage supervision rules;
  • provide unauthorized legal advice;
  • participate in discrimination;
  • conceal fraud;
  • falsify records;
  • mislead clients;
  • evade regulatory requirements;
  • facilitate unlawful kickbacks; or
  • engage in other unlawful conduct.

23. NO PLATFORM-BASED RECRUITING ABUSE

Agent may not exploit RealAly-originated access to improperly recruit Advisors or other Users into Agent's brokerage, team, employment, franchise, revenue-sharing program, or similar affiliation.

This provision does not prohibit lawful contact arising independently of RealAly.

24. NO CLIENT SOLICITATION

Agent shall not misuse information obtained through RealAly to knowingly pursue another User's identifiable clients, leads, listings, or transaction opportunities.

25. VENDOR AND PRODUCT RECOMMENDATIONS

Agent understands that an Advisor may recommend products or services.

Agent is responsible for evaluating any recommendation independently.

Agent should consider disclosed financial relationships when evaluating recommendations.

RealAly does not guarantee third-party products or vendors.

26. NO GUARANTEED OUTCOME

Agent understands no Advisor or RealAly representative can guarantee:

  • income;
  • sales;
  • closings;
  • listings;
  • commission;
  • leads;
  • client retention;
  • brokerage advancement;
  • negotiation success;
  • legal compliance; or
  • transaction success.

27. ADVISOR SELECTION

Agent is responsible for deciding which Advisor to select.

Profiles, ratings, experience, badges, verification indicators, testimonials, and marketplace rankings are informational tools and do not constitute a guarantee of suitability.

28. VERIFICATION LIMITATIONS

Agent understands RealAly may verify certain Advisor information but does not continuously supervise the Advisor's professional activity.

A RealAly verification indicator does not mean that RealAly guarantees an Advisor's advice or conduct.

29. SESSION CONDUCT

Agent shall communicate professionally.

Agent shall not harass, threaten, discriminate against, stalk, sexually harass, intimidate, or abuse an Advisor.

30. RECORDINGS

Agent shall not secretly record or distribute a Session.

Agent is responsible for obtaining all consent legally required before recording.

31. SCREENSHOTS AND PUBLICATION

Agent shall not publish private Advisor communications or Session content in a manner that unlawfully reveals confidential information or violates another person's rights.

32. ADVISOR MATERIALS

Materials provided by an Advisor are for Agent's professional use subject to applicable intellectual property rights.

Agent may not commercially resell, republish, reproduce, teach, distribute, or claim authorship of proprietary Advisor materials without authorization.

33. PAYMENTS

Agent agrees to pay subscriptions, booking fees, or other charges disclosed before purchase.

Agent authorizes RealAly's payment processor to process authorized charges.

34. SUBSCRIPTIONS

If Agent selects an automatically renewing subscription, Agent authorizes recurring billing until cancellation in accordance with the disclosed subscription terms.

35. CANCELLATIONS AND NO-SHOWS

Agent is bound by the cancellation, rescheduling, no-show, credit, and refund rules disclosed during booking or purchase.

36. CHARGEBACKS

Agent shall not knowingly initiate a fraudulent chargeback for services properly delivered.

Nothing prevents Agent from exercising legitimate payment-dispute rights.

37. OFF-PLATFORM PAYMENTS

Agent shall not intentionally move substantially similar Advisor services off RealAly solely to avoid applicable RealAly commercial terms where prohibited by the Platform Terms.

Agent should report an Advisor who pressures Agent to circumvent RealAly.

38. NO TRANSACTION FUNDS

Agent shall not send:

  • earnest money;
  • escrow funds;
  • client funds;
  • settlement funds;
  • down payments;
  • security deposits; or
  • transaction proceeds

to RealAly or an Advisor merely because of a RealAly Session.

39. SECURITY

Agent shall never provide an Advisor with passwords, authentication codes, or account-access credentials.

Agent should report suspicious requests immediately.

40. REVIEWS AND FEEDBACK

Agent may provide honest positive or negative feedback concerning a genuine experience.

RealAly does not require positive reviews.

Agent shall not use reviews for extortion or knowingly publish materially false factual claims.

41. REPORTING MISCONDUCT

Agent should report conduct including:

  • recruiting pressure;
  • client poaching;
  • harassment;
  • confidentiality misuse;
  • sales pressure;
  • misrepresented credentials;
  • requests for sensitive information;
  • discriminatory conduct;
  • unlawful advice;
  • suspicious payment requests;
  • kickback requests; or
  • serious safety concerns.

42. INVESTIGATION COOPERATION

Agent agrees to reasonably cooperate with legitimate RealAly investigations involving Agent's Session or account.

43. REALALY MAY RESTRICT USERS

Agent understands RealAly may suspend or terminate an Advisor or Agent based upon Platform rules and safety considerations.

RealAly's decision to remove or retain a User is not a legal determination regarding that person's professional liability.

44. RELEASE OF REALALY FOR INDEPENDENT PROFESSIONAL DECISIONS

To the maximum extent permitted by law, Agent agrees that RealAly is not responsible for losses resulting solely from:

  • Advisor opinions;
  • Advisor errors;
  • Agent's reliance on educational information;
  • Agent's failure to obtain brokerage approval;
  • Agent's failure to consult counsel;
  • Agent's missed deadlines;
  • Agent's disclosure of information;
  • Agent's independent business decisions; or
  • the conduct of an independent Advisor.

This provision does not waive rights that applicable law does not permit Agent to waive.

45. INDEMNIFICATION

In addition to obligations under the Platform Terms, Agent agrees to indemnify RealAly to the maximum extent permitted by law from third-party claims arising out of:

  • information Agent lacked authority to disclose;
  • Agent's violation of client confidentiality;
  • Agent's professional conduct;
  • Agent's violation of law or brokerage rules;
  • Agent's misuse of Advisor materials;
  • Agent's unlawful discrimination;
  • Agent's transaction conduct;
  • Agent's fraud; or
  • Agent's violation of this Agreement.

46. INCORPORATION OF PLATFORM TERMS

The RealAly Platform Terms are incorporated into this Agreement.

The Platform Terms contain additional provisions concerning limitation of liability, arbitration, class-action waiver, intellectual property, payments, termination, and other matters.

47. AGENT ACKNOWLEDGMENTS

BY CLICKING "I AGREE," AGENT CERTIFIES:

I understand RealAly is not my brokerage or supervising broker.

I understand an Advisor is not automatically my supervising broker.

I understand RealAly Sessions are educational and do not replace required brokerage supervision.

I understand RealAly does not provide legal advice.

I will consult an attorney when legal advice is required.

I remain responsible for my contracts, deadlines, clients, disclosures, decisions, and transactions.

I will independently verify material information before relying upon it.

I will not disclose information I do not have authority to disclose.

I will redact unnecessary client and transaction information.

I will not share highly sensitive credentials or financial information.

I understand Advisor verification is not a guarantee.

I understand RealAly does not guarantee the accuracy of Advisor advice or any particular result.

I will not use RealAly to coordinate commissions, pricing, customers, territories, or other unlawful competitive arrangements.

I understand I am responsible for determining whether my use of RealAly complies with my brokerage's requirements.

I accept the risks inherent in seeking professional peer guidance from an independent third party.

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