A. All broker demands must be sent directly from the broker, Soheil Dini, to escrow.

B. EFFECTIVE IMMEDIATELY: All transactions must include a signed copy of the Affiliated Business disclosure if you have a NMLS license. ​[Real Estate Source, Inc./California Lending Source Affiliated Business Disclosure][California Lending Source Affiliated Business Disclosure - Mortgage]

C. PROHIBITED TO GIVING OF ANY REFERRAL MONEY, COMMISSION CREDITS, GIFT CARDS, OR ANY OTHER FORM OF COMPENSATION TO AN UNLICENSED PERSON AT ANY TIME.

D. ALL MARKETING MATERIALS MUST BE REVIEWED AND APPROVED BY THE BROKER AT ALL TIMES, WITH NO EXCEPTIONS.

[RE 559 FORM - License Advertising Requirements]​
[RE27 - DRE Advertising Guidelines]

E. If a commission needs to be adjusted for closing cost credits, price changes, etc., please fill out the [Commission Change Request] for faster response time.

F. For residential transactions, please keep all Earnest Money Deposits/EMD under $10,000 to avoid complications.

G. All completed files must be submitted to the broker within 48 hours of the close of Escrow.

H. All completed files must be submitted to the broker before any commissions are paid. [TRANSACTION CHECKLIST]

I. If representing self, family member, or other person in the employ of Real Estate Source, Inc. this information/relationship must be disclosed in the contract, counter offer, or addendum/disclosure and signed by all parties.
​[RES, Inc. Representative Capacity Disclosure]

J. Your Mailing Address with the DRE cannot be registered to another business. If you are running another business from your personal address you must use Real Estate Source, Inc. Corporate Address for your mailing address with the DRE: 1024 Iron Point Rd. #100, Folsom, CA 95630

K. Please do not convey ANYTHING about the property condition or features of the property to your client without it being disclosed IN WRITING and signed by seller of the property.

L. No verbal agreement with other agents or clients ever. Make sure there is something signed in writing, email, or text with a confirmation from the other side.

M. You become a dual agent when you represent both the buyer and seller on the RPA. It doesn't matter if the buyer doesn't want to be represented by an agent or if this is your own listing or property.

N. If you represent the seller and the buyer [dual agent] and you reduce your commission, the broker fees will remain the same. You will be charged for 2 broker fees of $595.00.

O. If you decide to give up all of your commission or credit it to the clients, you will still have to pay for the broker fee of $595.00. So please keep that in mind.

P. If you are selling your own property, you must disclose everything you know about the property. For example, water draining slowly in the shower, flush not working correctly, power outlet not working, neighbor's dog bark too much…

Q. If you are making a blind offer, it must be disclosed in the other terms in the RPA. "Buyer(s) has not viewed the property at the time the offer was made and the buyer(s) will view the property after the offer has been accepted [or buyer will not view the property after acceptance.]" This is for either an offer with no contingencies or with contingencies.

R. If you're making an offer before viewing the property and are subjected to viewing the property, it must be disclosed in the other terms in the RPA.
"Offer is subjected to 1st viewing the property. Buyer has not viewed the property at the time the offer was made."

S. Listing must be uploaded to the MLS within 3 days of the listing agreement signed by the seller(s).​

T. On the MLS in the public remarks, only property descriptions and facts about the property is allowed. Nothing more.

U. All counters or multiple counters, must be fully signed by all parties to become a valid contract. On the seller multiple counter offer, SMCO section 8 must be signed by the sellers.

V. You must have your DRE License # on all materials that are considered communication to any potential buyers, sellers, or landlords. It's the law.

W. All off-market listings must be disclosed to the broker and must have an agreement signed by the seller(s) acknowledging the listing is off-market.

X. If you represent yourself or a family member on a purchase contract, you must disclose on your offer in section R. Other Terms.
1. Buyer holds a real estate license DRE#000000, and is representing themselves on this transaction. Or,
2. The Selling agent is related to to the buyers.

And please fill out the representative disclosure as well, [Representative Disclosure]

Y. If you are representing yourself or a family member on a listing, you must disclose in writing to potential buyers on either your counter offer, seller's disclosures such as the TDS or SPQ in the other terms, or an addendum that states:
1. Seller holds a real estate license DRE#000000, and is representing themselves.
2. The listing agent is related to the sellers.

And please fill out the representative disclosure as well, [Representative Disclosure]

You must provide all reports on the property to potential buyers. If you are in the possession of a pest, home, roof, engineering report, and/or more, it must be sent to the buyers and initialed or use the ROR (Receipt of Reports).

Recently it has been brought to my attention that many home and pest inspectors are not doing full home inspections. They are excluding items from inspection/reports including: roofs, chimneys, crawl spaces, attics, and any items above 6ft from the ground. This has led to putting some of our agent’s clients in bad situations when they move in and find dry rot, termites, and sometimes leaking roofs that were not disclosed or on any inspection reports.

For all Real Estate Source, Inc. agents, it is advised that:

Whenever possible, the Buyer should choose the vendor/inspector.
ALWAYS take any reports provided by the seller with caution and recommend that your client get their own inspection, especially on older homes.
If asking for inspections to be paid for by the seller, always make sure that the buyer chooses the vendor.
Please confirm with the vendors/inspectors that you and your clients are choosing include inspection of the crawl spaces, roofing, chimneys, ceilings, areas above 6 feet from the ground, foundations, etc.

Please take all possible precautions when choosing inspection services for your clients and be sure to review reports carefully for possible issues. Also please advise your client to get as many inspections as necessary considering the age of the property. If you run into any issues as always please feel free to call/text or email me with any questions:

Tony Dini, Broker - Call or Text (916) 307-3444 , Email tony@realestatesourceinc.com

Agents must obtain broker approval for all real estate transactions that are out of the ordinary
CA real estate buy/sell agreements.

These out-of-the-ordinary transactions include, but are not limited to transactions that involve the following:

• Buyer to possess property before closing of escrow
• Seller to remain in possession of the property after the close of escrow
• Any rent back
• For Sale by Owner
• Double Ended Transactions
• Representatives of Relatives
• Modifications of standard CA Real Estate contracts
• Any and all repairs that must be completed after the close of escrow
• Any seller financing or private financing outside of standard financing terms/institutions
• Escrow holdbacks
• Unusual terms that require seller or buyer approval before the final agreement/signing
• Any out-of-the-ordinary scenarios which fall outside of the ordinary or do not follow company policies, guidelines, and procedures

All of the above scenarios or anything outside of this that does not constitute a normal CA real estate transaction and agreement must be approved by the broker before the agent enters into negotiations, listings, or representing a party with any of the aforementioned scenarios.

Broker approval must especially be obtained before any agreements or signings between any of the parties occur.

• To obtain broker approval, please email your request with pertaining documents via email for faster response to tony@realestatesourceinc.com with the subject line
  ​ "URGENT - Broker Approval Needed"
• Or fill out the link, https://form.jotform.com/90627109939163​

If you represent yourself or a family member on a purchase contract, you must disclose on your offer in section R. Other Terms.
1. Buyer holds a real estate license DRE#000000, and is representing themselves on this transaction. Or,
2. The Selling agent is related to to the buyers.
And please fill out the representative disclosure as well, [Representative Disclosure]

Real estate agents who do not have a NMLS License/Endorsement are not privy to the personal financial information of clients regarding loans, loan terms, rates, lender credits, or other personal information of the Borrower regarding financing. ​​

All broker demands must be sent to escrow directly from the broker, Soheil "Tony" Dini.

To request a broker demand, agents are to fill out the tracking form when the escrow is opened on a transaction so that the broker can issue the commission demand in a timely manner.

You can find the button to submit an escrow tracking form to receive a broker demand on the RE tab titled "Escrow Tracking Form & BD Request".

For the password, please email or text the broker.

All marketing materials (email marketing, for-sale signs, business cards, flyers, and any and all forms of marketing) must have your California real estate license number displayed on them. [RE 559 FORM - License Advertising Requirements]

After July 1st, 2018, ALL “BRE” MUST BE CHANGED TO “DRE” ON ALL LICENSES DISPLAYED

All license numbers must be displayed in the following way:
CalDRE #01869619 (after July 1st, 2018)

All emails must have a signature that includes:​

• Agent’s name as it appears on the DRE website
• DRE license number
• Brokerage name: Real Estate Source, Inc.

When emailing communications with escrow, clients, brokers, other agents, lenders, or anyone involved in your transaction, you must keep a record of all of these communications.

Whenever an email for a transaction goes out, cc or bcc the following email,
2023REFile@gmail.com, so that the broker has a copy of everything.

Alternatively, a copy of all of these communications can be included in the final transaction file.

THESE MUST BE SUBMITTED IN ORDER TO COMPLETE A TRANSACTION FILE TO RECEIVE YOUR COMMISSION.​
​​
All communication with escrow, clients, broker, other agents, lenders, must include the property address in the subject line. For example:

All files must be labeled and submitted with the street address of the associated property in the name of the document/file.