--- title: Know the Rules – Don't Risk It! description: CalBRE Issues New Guidelines for Unlicensed Assistants image: https://go.sdar.com/hubfs/shutterstock_635952077.jpg --- - [Home](https://go.sdar.com/legal) ![legalupdates.png](https://go.sdar.com/hs-fs/hubfs/legalupdates.png?width=1440&name=legalupdates.png "legalupdates.png") Topic All Topics - [C.A.R. Forms (1)](https://go.sdar.com/legal/tag/c-a-r-forms) - [Housing (1)](https://go.sdar.com/legal/tag/housing) - [New Laws (1)](https://go.sdar.com/legal/tag/new-laws) ## Tag: Know the Rules – Don't Risk It! [![shutterstock_635952077](https://go.sdar.com/hubfs/shutterstock_635952077.jpg)](https://go.sdar.com/legal/know-the-rules-dont-risk-it) # Know the Rules – Don't Risk It! in Images Posts February 28, 2018 [![Kyle Pietrzak, Vice President of Risk Management](https://go.sdar.com/hubfs/kp%20-%201x1.jpg) Kyle Pietrzak, Vice President of Risk Management](https://go.sdar.com/legal/author/kyle-pietrzak-vice-president-of-risk-management) **CalBRE Issues New Guidelines for Unlicensed Assistants** With new public portals, shifting consumer demands and increasingly aggressive lead-generation strategies, an overloaded Realtor® might find themselves needing assistance.  Reluctant to share a potential commission with a fellow licensee, the Realtor® may look to bring on an unlicensed individual to assist with some of the “administrative” or “clerical” tasks.  While this arrangement, if closely controlled may be lawful, it is not unusual that the assistant might cross the line into performing activities that require a license.  If such conduct is discovered, the designated broker/officer (whether or not they directed or were even aware of the conduct) may be found in violation of the Realtor® Code of Ethics, could face legal and civil penalties, and may even be subject to discipline from the California Bureau of Real Estate (CalBRE) up to license suspension or even revocation. To address the confusing rules pertaining to the use of unlicensed assistants, the CalBRE’s January 2018 Licensee Advisory offers some direction to California real estate licensees regarding what activities an unlicensed assistant can (and can’t) lawfully perform.   All Realtors® are encouraged to review the CalBRE Advisory – Guidelines for Unlicensed Assistants Who Work in the Real Estate Industry here [http://www.dre.ca.gov/files/pdf/adv/Guidelines%20for%20Unlicensed%20Assistants%20-%20Updated%202018.pdf](http://www.dre.ca.gov/files/pdf/adv/Guidelines%20for%20Unlicensed%20Assistants%20-%20Updated%202018.pdf) and take steps necessary to ensure immediate compliance. The California Association of Realtors® is also a valuable resource on this topic, providing a comprehensive chart of typical activities which require a license. Visit [https://www.car.org/riskmanagement/qa/licensing-folder/unlicensed-assistants](https://www.car.org/riskmanagement/qa/licensing-folder/unlicensed-assistants) for more information. Although these rules may seem frighteningly nuanced and restricting, don’t be discouraged. By knowing these rules and appropriately delegating some of your more mundane clerical tasks, you will have more time to efficiently and effectively grow your business.  Happy Hunting! ![Kyle Pietrzak, Vice President of Risk Management](https://go.sdar.com/hubfs/kp%20-%201x1.jpg) [Kyle Pietrzak, Vice President of Risk Management](https://go.sdar.com/legal/author/kyle-pietrzak-vice-president-of-risk-management) [   ![](https://go.sdar.com/hubfs/shutterstock_644304640.png)](https://go.sdar.com/legal/the-d.r.e.-yes-i-said-the-dre-not-calbre) [Previous](https://go.sdar.com/legal/the-d.r.e.-yes-i-said-the-dre-not-calbre) ## [The D.R.E. (Yes I said the DRE, not CalBRE)](https://go.sdar.com/legal/know-the-rules-dont-risk-it) [Next](https://go.sdar.com/legal/sdar-ramp-risk-assessment-mitigation-program) ## [Risk Assessment & Mitigation Program (RAMP)](https://go.sdar.com/legal/know-the-rules-dont-risk-it) [![](https://go.sdar.com/hubfs/shutterstock_424953895.jpg) ](https://go.sdar.com/legal/sdar-ramp-risk-assessment-mitigation-program) ### Related Posts: [NEW LAW TO PREVENT TENANT DISCRIMINATION BASED ON SOURCE OF INCOME](https://go.sdar.com/legal/new-law-prevent-discrimination) [SDAR Risk Management Forms & Local Area Disclosures - 2019 Updates & Changes](https://go.sdar.com/legal/sdar-risk-management-forms-local-area-disclosures-2019-updates-changes) [Social Media Videos - Disclosures- As the DRE Sees It](https://go.sdar.com/legal/social-media-videos-as-the-dre-sees-it) 0 Comments ### Leave a reply: Your email address will not be published. ### Categories - Images Posts - Life Style - Photograph - Uncategorized ### Recent Posts [![](https://go.sdar.com/hubfs/legalupdates.png)](https://go.sdar.com/legal/new-law-prevent-discrimination) [NEW LAW TO PREVENT TENANT DISCRIMINATION BASED ON SOURCE OF INCOME](https://go.sdar.com/legal/new-law-prevent-discrimination) September 16, 2019 [![](https://go.sdar.com/hubfs/legalupdates.png)](https://go.sdar.com/legal/sdar-risk-management-forms-local-area-disclosures-2019-updates-changes) [SDAR Risk Management Forms & Local Area Disclosures - 2019 Updates & Changes](https://go.sdar.com/legal/sdar-risk-management-forms-local-area-disclosures-2019-updates-changes) March 14, 2019 [![](https://go.sdar.com/hubfs/legalupdates.png)](https://go.sdar.com/legal/social-media-videos-as-the-dre-sees-it) [Social Media Videos - Disclosures- As the DRE Sees It](https://go.sdar.com/legal/social-media-videos-as-the-dre-sees-it) January 16, 2019 [![](https://go.sdar.com/hubfs/legalupdates.png)](https://go.sdar.com/legal/c.a.r.-forms-updates-december-2018-forms-release-summary-of-changes-additions) [C.A.R. Forms Updates - December 2018 Forms Release Summary of Changes & Additions](https://go.sdar.com/legal/c.a.r.-forms-updates-december-2018-forms-release-summary-of-changes-additions) December 12, 2018 [![](https://go.sdar.com/hubfs/legalupdates.png)](https://go.sdar.com/legal/handling-square-footage-differences-in-residential-listings) [Handling Square Footage Differences in Residential Listings](https://go.sdar.com/legal/handling-square-footage-differences-in-residential-listings) August 14, 2018 ### Tags - [C.A.R. Forms (1)](https://go.sdar.com/legal/tag/c-a-r-forms) - [Housing (1)](https://go.sdar.com/legal/tag/housing) - [New Laws (1)](https://go.sdar.com/legal/tag/new-laws) #### About Risk Management The Greater San Diego Association of REALTORS® (SDAR) Government Affairs Department is dedicated to promoting housing opportunities, protecting private property rights, and fostering economic development and pro-business environment in real estate. #### Tweets [Tweets by RealtorsSD](https://twitter.com/RealtorsSD) #### Instagram © 2017 San Diego Association of REALTORS®. All Rights Reserved.