AgencyIntermediateCalifornia Exam

What disclosure must be made when a real estate licensee wishes to purchase property for themselves that they have listed?

ANo disclosure is required if the agent pays full price, as commonly applied in brokerage relationships
BThe agent must disclose in writing that they are a licensed agent and disclose their intent to purchase before making the offerCorrect
CThe agent must first resign as the listing agent, consistent with typical listing agreement terms
DThe agent must obtain DRE approval, per standard fiduciary practice in the industry

Why The agent must disclose in writing that they are a licensed agent and disclose their intent to purchase before making the offer Is Correct

Answer B: The agent must disclose in writing that they are a licensed agent and disclose their intent to purchase before making the offer

California law requires a licensee who is purchasing property in a transaction in which they are involved to disclose in writing that they hold a real estate license. This must be done before any offer is made or accepted.

Exam Tip: Agency

Agency questions are among the most tested on the exam. Focus on the difference between client and customer, and memorize the fiduciary duties (OLD CAR). Watch for questions that try to blur the line between a general agent and a special agent.

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