Designated Brokerage Order Form -- Frascona, Joiner, Goodman and Greenstein, P.C., A Colorado Law Firm

Frascona, Joiner, Goodman and Greenstein, P.C. - Attorneys at Law
http://www.frascona.com
contact: 303-494-3000

Designated Brokerage Relationship Policy

Questionnaire and Order Form

Please complete and PRINT the Questionnaire and Order Form below, and either fax to 303-494-6309, email to frontdsk@frascona.com, or mail it to 4750 Table Mesa Drive, Boulder CO, 80305. If you have any questions, please call 303-494-3000.

To order a Brokerage Relationship Policy from our law firm, please answer the following questions. This form should be completed by the employing broker or managing broker of your brokerage firm.

Print Questionnaire and Order Form - PDF

What is the number of real estate licensees in your office?
_____________
What is the number of licensees you expect to have three years from now?
____________
Do any of your licensees work so exclusively as sellers’ agents that they would refer all buyers, regardless of the financial desirability, to some other licensee?
Do any of your licensees work so exclusively as buyers’ agents that they would refer all sellers, regardless of the financial desirability, to some other licensee?
Does your office work exclusively as a transaction-broker?
When one of your licensees lists a property as a seller’s agent and sells the property without the assistance of a cooperating broker, does your office seek to work that deal as a transaction-broker or a seller’s agent?
When one of your licensees is hired as a buyer’s agent and sells a FSBO without the assistance of a listing broker, does your office seek to work that deal as a transaction-broker or a buyer’s agent?
Is your brokerage firm captive to one builder or developer?
Are your open files kept in a centralized location, or, while files are open do each of your licensees keep the main file?

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Your answers to the questions above will help us develop our brokerage relation policy form system to allow FJGG to produce a cost effective policy addressing the needs of most of the brokerage community. Your answers will also have some affect on the policy we produce for you. The questions do not purport to address the almost infinite variety of theoretical agency choices available to brokers. You should carefully read your policy.

There will be many features of your policy which will not vary based on your choices above. For example, all policies which we generate (without customization) will allow your licensees to take agency or transaction broker listings. They will all require listing brokers to cooperate with both buyers' agents and transaction-brokers and to compensate them at the same rate. All policies will require the broker disclosures mandated by Colorado law. Should you have questions about your policy, the price you have paid includes a ten minute (or so) consultation with us about the policy. If you have questions, please call and ask to set up an agency policy consultation. Should you wish to consult with us about customizing, do not hesitate to schedule an appointment with either Jon Goodman or Oliver Frascona. Our fees for these consultations and subsequent drafting will be $250/hour.

The price you have paid for your policy is based on our intent of creating many other substantially similar policies for other brokers. The policy we generate for you will be your policy and we will not share it with others (unless you authorize us to do so). However, we will share the master document on which your policy was based with many other brokers. Also, while your order of a policy creates an attorney-client relationship between FJGG and you, we consider this a limited services engagement so that all by itself, the ordering of an agency policy does not preclude us from representing another client who has interests adverse to your interests.

Should you wish to retain FJGG to prepare your agency policy, please return a completed copy of this form to us, together with your retainer check made payable to FJGG for $300. You should expect to receive your policy within two weeks of our receipt of your order. You will also receive a separate document which will explain a variety of features of your policy. For an additional fee, Jon or Oliver are also available to make a presentation to your office to explain your policy and designated brokerage law in general to your licensees. Please contact either of our assistants at our office to book a presentation. We look forward to working with you.

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Yes, I would like Frascona, Joiner, Goodman and Greenstein, P.C. to prepare an agency policy for me with the features indicated above. The name and address of my brokerage: [please print]

Brokerage Name:

_____________________________________________

Address:

_____________________________________________

________________________________ , CO ________

Phone: (________)______________________________

E-mail:________________________________________ (E-mail required for PDF delivery)

Method of Payment. [Check One.]

_________ - _________ - _________ - _________

Exp. Date _______/_______

Credit Card Billing Zip Code ____________

Credit Card Secuity Code ____________

_____________________________________________ (Client's Signature)

_____________________________________________ Broker

_____________________________________________ (Please print Broker's name)

Method of Delivery. [Check One.]

Print Questionnaire and Order Form - PDF
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Contact: 303-494-3000