E&O Tips for Real Estate Agents

This spring, Dalton Wade Real Estate is hosting networking events across the state of Florida for our agents and team members! We had an incredible time in Tampa on March 29th. We shared a lunch together while learning some E&O tips from Lori A. Heim, Esq. on how to stay safe legally while working in real estate. If you want to watch a recap of this event, you’re in luck! A video is linked to this blog post. But if you’re just looking for a few quick pointers, read on:

Make Sure Your Listing is Accurate

Marketing buzz words like “Brand New” might look flashy on an MLS listing, but Ms. Heim advises against the use of any language that is subject to interpretation. While I might consider a roof that was installed three months ago to be “new”, you might stop calling that same roof “new” after only three days.

Double check all of the seller’s claims and assertions, and encourage buyers to do their own fact-checking.

Home Inspections

Buyers will often ask for their realtor’s “opinion” on a home inspection report. Avoid giving it! If the buyer has issues with his new home down the road, he might blame you if your advice doesn’t ultimately work out in his favor. It’s okay to refer your clients to a qualified home inspector, but try to avoid commenting on the inspection report.

Our Favorite of all E&O Tips: Be Nice

Let’s be real. Some people are really hard to work with. There will be clients who are rude and who seem to make it their goal in life to bring out the worst in you. But don’t let them bait you into saying something unprofessional – especially in text messages or emails. If for any reason, your texts or emails are shown during a trial, a jury will be assessing your character based on what they see in your written communications. …And whether it’s fair or not, juries tend to favor nice people. Make sure that everything you say – and especially everything that you say in writing – is professional, polite… and hey, let’s get really crazy and make it kind.

If you are a Dalton Wade Real Estate Agent, you are invited to more networking events just like this one! See below for a list of our upcoming networking events.

Sarasota | Wednesday, April 12, 2023
Spring Hill | Thursday, April 20, 2023
Ft. Myers / Naples | Tuesday, April 25, 2023
Orlando | Thursday, April 27, 2023
Melbourne | Tuesday, May 2, 2023
Apollo Beach | Thursday, May 4, 2023
Palm Beach | Tuesday, May 9, 2023
Lakeland | Tuesday, May 16, 2023
St. Petersburg | Thursday, May 18, 2023

For details, please refer to your email invitation, or contact us at www.joindaltonwade.com.

Feel free to watch Lori A. Heim Esq.’s full discussion: https://youtu.be/bKQXih02jNI