Workflow Templates: Real Estate Ethics Checklist

Fair Housing and Equal Opportunity

Ensure all advertising materials comply with fair housing laws and do not discriminate against any individual or group.

Provide equal professional service to all clients and customers without regard to race, color, religion, sex, handicap, familial status, national origin, sexual orientation, or gender identity.

Stay informed about fair housing laws and practices, attending regular training and reviewing updates to legislation.

Honesty and Integrity

Represent all property information accurately to the best of your knowledge, and correct any known errors immediately.

Avoid exaggerating, misrepresenting, or withholding facts about the property or transaction that are within the scope of your real estate license.

Maintain confidentiality of your clients' personal information and motivations unless given permission to disclose or required by law.

Professionalism and Competence

Continually improve your professional knowledge and competence through regular education and staying current with real estate trends and best practices.

Be honest about your level of experience and knowledge, and seek assistance when faced with situations beyond your expertise.

Uphold a professional demeanor in all dealings with clients, colleagues, and the public, including on social media and other online platforms.

Conflict of Interest and Disclosure

Disclose any personal interest or benefit you may have in a property or transaction without delay.

Avoid conflicts of interest whenever possible, and when they cannot be avoided, disclose them to all affected parties.

Refrain from providing professional services where you have a current or anticipated interest in a property without proper disclosure.

Respect for Property and the Environment

Respect the property rights of owners and do not enter or allow entry to a property without proper authorization.

Advocate for sustainable and environmentally friendly practices within the industry.

Encourage clients to consider environmental impacts and sustainability in their real estate decisions.

Accountability and Compliance

Keep accurate and complete records of all real estate transactions for the duration required by law.

Ensure that all agreements and contracts are in writing and that all parties receive copies of the respective documents.

Comply with all local, state, and federal laws regarding real estate transactions and licensing.

Template Library Home

Real Estate Ethics Checklist

Fair Housing and Equal Opportunity

Honesty and Integrity

Professionalism and Competence

Conflict of Interest and Disclosure

Respect for Property and the Environment

Accountability and Compliance

Use this template in Manifestly

Template Library Home

Real Estate Ethics Checklist

Fair Housing and Equal Opportunity

Honesty and Integrity

Professionalism and Competence

Conflict of Interest and Disclosure

Respect for Property and the Environment

Accountability and Compliance

Use this template in Manifestly

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