Settlement Strategy Playbook: Understanding Fiduciary Duties

Master Class: A Settlement Strategy Playbook

Welcome to the Settlement Strategy Playbook, brought to you by JPAR Real Estate, produced by HousingWire, and hosted on the RealTrending podcast with Tracey Velt. 

In this series, we’ll explore and discuss fiduciary responsibilities, the intent behind the settlement and the DOJ’s involvement, strategies for building an effective buyer consultation, and finally, crafting a transparent seller consultation. Executives, agents and brokers from JPAR will join us in every episode to share their expertise. 

The first episode of this four-part series features Tony Delgado, Vice President of Broker Support and designated broker for JPAR Real Estate. We focus our conversation on understanding fiduciary duties in today’s real estate world.

Here’s a glimpse of what you’ll learn:

• Understanding the difference between a customer and a client is crucial in determining the level of agent obligations.
• Fiduciary duties include obedience, loyalty, disclosure, confidentiality, accounting, and reasonable care.
• Agents should know their geographic area and be adaptable to new rules and regulations.

Related to this episode:

• Tony Delgado | JPAR®
• Tony Delgado | LinkedIn
• JPAR
• JPAR ® Franchising
• HousingWire | YouTube
• More info about HousingWire

Enjoy the episode!

The RealTrending podcast features the brightest minds in real estate. Every week, brokerage leaders, top agents, team leaders, and industry experts share their success secrets, trends, and lessons learned navigating this ever-changing industry. Hosted by Tracey Velt and produced by Elissa Branch.

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