Purpose And Scope  #

 
This Office Policy Manual establishes the policies, procedures, standards, compliance requirements, and operating rules applicable to Associates affiliated with Easy Realty and Easy Realty Pros. 

 
The purpose of this Manual is to: 

• Establish consistent Brokerage operating standards; 

• Protect our buyers, our sellers, our clients, Associates, and the Brokerages; 

• Promote compliance with applicable real estate laws and regulations; 

• Establish appropriate Broker supervision; 

• Establish transaction and documentation requirements; 

• Reduce legal, regulatory, financial, cybersecurity, and professional risk; 

• Establish clear expectations regarding Associate conduct; 

• Establish procedures for compensation, transaction processing, compliance review, and commission disbursement; 

• Establish Brokerage-specific MLS participation requirements; 

• Protect Brokerage records, systems, intellectual property, and Confidential Information; and 

• Provide a framework capable of supporting operations in multiple states through state-specific addenda. 

 
This Manual applies to all Associates affiliated with either Brokerage unless a provision expressly states otherwise. 

 
Compliance with this Manual is a condition of continued affiliation with the applicable Brokerage. 

Brokerage Entities And Definitions  #

 
For purposes of this Manual: 

Easy Realty  #

“Easy Realty” means Nationwide Realty LLC, doing business as Easy Realty. 

Easy Realty Pros  #

“Easy Realty Pros” means Gredan Investment Homes LLC, doing business as Easy Realty Pros. 

Brokerage  #

“Brokerage” means the particular Brokerage with which an Associate is licensed or affiliated or through which the applicable transaction or licensed activity is being conducted. 

Brokerages  #

“Brokerages” means Easy Realty and Easy Realty Pros collectively. 

The use of the collective term does not merge the Brokerages, their licenses, their transactions, their MLS participation, their contractual obligations, or their legal responsibilities. 

Broker  #

“Broker” means the qualifying broker of the applicable Brokerage in the applicable state, or an authorized broker or management representative acting within delegated authority. 

Associate  #

“Associate” means a sales associate, broker associate, or other licensed real estate professional affiliated with either Brokerage. 

Client  #

“Client” means a person or entity represented by the applicable Brokerage pursuant to an applicable brokerage relationship or written agreement. 

The client relationship belongs to the Brokerage. Associates procure and service our buyer, our seller, and our client on behalf of the Brokerage. 

Transaction  #

“Transaction” includes any sale, purchase, listing, lease, rental, referral, commercial transaction, or other real estate activity conducted through the Brokerage. 

Transaction File  #

“Transaction File” means the complete Brokerage record relating to a Transaction or prospective Transaction. 

Brokerage Systems  #

“Brokerage Systems” means technology, software, email, transaction-management systems, support systems, websites, portals, storage systems, communication platforms, and other systems authorized by the Brokerage. 

Confidential Information  #

“Confidential Information” includes nonpublic information concerning clients, customers, consumers, transactions, Associates, the Brokerage, financial information, personally identifiable information, credentials, access codes, business information, and proprietary information. 

Governing Documents And Order Of Authority  #

 
An Associate’s relationship with the Brokerage may be governed by multiple documents, including: 

1. Applicable federal, state, and local law; 

2. Applicable regulatory requirements; 

3. The Associate’s Independent Contractor Agreement; 

4. This Office Policy Manual; 

5. Appendix A – Brokerage Fee Schedule; 

6. State-specific addenda; 

7. Brokerage policies and procedures; 

8. Brokerage forms and transaction requirements; 

9. Applicable MLS rules where the Associate participates in an MLS; 

10. Applicable association rules where the Associate maintains association membership; and 

11. Written instructions issued by the Broker. 

 
Nothing in this Manual authorizes conduct prohibited by law. 

 
Where a conflict exists between this Manual and the Independent Contractor Agreement, the Independent Contractor Agreement shall control unless the applicable agreement expressly provides otherwise. 

Appendix A controls the amounts, percentages, calculations, conditions, and payment obligations associated with Brokerage fees, surcharges, deductions, and other charges addressed by Appendix A. 

 
Associates shall promptly request Broker guidance regarding any apparent conflict. 

Independent Contractor Relationship  #

 
Associates are independent contractors unless a separate written agreement expressly establishes another relationship. 

 
Nothing in this Manual creates an employer-employee relationship. 

 
Associates are responsible for their own: 

• Federal, state, and local taxes; 

• Self-employment taxes; 

• Business expenses; 

• Transportation; 

• Equipment; 

• Licensing expenses; 

• Association expenses; 

• MLS expenses where applicable; 

• Marketing expenses; 

• Professional expenses; and 

• Other expenses assigned to the Associate under the Independent Contractor Agreement, Appendix A, or another written agreement. 

 
Associates have no authority to bind the Brokerage except where specifically authorized. 

Broker Authority And Supervision  #

 
All licensed activity is conducted under the authority of the applicable Brokerage and Broker. 

 
The Broker retains ultimate authority concerning: 

• Brokerage compliance; 

• Transaction review; 

• Brokerage relationships; 

• Advertising; 

• Compensation; 

• Commission disbursement; 

• Brokerage forms; 

• Brokerage systems; 

• MLS participation; 

• Risk management; 

• Regulatory compliance; 

• Associate affiliation; 

• Suspension; 

• Termination; and 

• Interpretation of Brokerage policy. 

 
Associates shall comply with lawful Broker instructions. 

 
Broker review does not relieve an Associate of responsibility for their own conduct, documentation, deadlines, representations, or compliance obligations. 

Licensing And Brokerage Affiliation  #

 
Associates must maintain an active and valid real estate license in every jurisdiction in which they conduct licensed activity. 

 
Associates shall immediately notify the Brokerage of: 

• License expiration; 

• License suspension; 

• License restriction; 

• Regulatory investigation; 

• Disciplinary action; 

• Change in legal name; 

• Change in license status; or 

• Any circumstance materially affecting the Associate’s ability to lawfully conduct real estate activity. 

 
An Associate may conduct licensed activity only through the Brokerage with which the Associate is properly affiliated in the applicable state. 

Transfers Between Easy Realty And Easy Realty Pros  #

 
Easy Realty and Easy Realty Pros are separate licensed brokerages. 

 
An Associate wishing to move from one Brokerage to the other must complete the applicable license-transfer and Brokerage affiliation procedures. 

 
A transfer is not effective merely because it has been requested. 

Until the transfer has been completed and confirmed, the Associate remains affiliated with and subject to the policies and operating structure of the Brokerage with which their license is currently affiliated. 
 

Associates may request a transfer through an approved Brokerage support channel, including: 

Email: hi@easy.realty 

Support Hub: https://hub.easy.realty 

 
The Brokerage may require completion of documentation, licensing procedures, MLS or association procedures, outstanding compliance matters, or other administrative requirements before a transfer becomes effective. 

Standards Of Professional Conduct  #

 
Associates shall conduct themselves honestly, professionally, lawfully, and in a manner consistent with the interests and reputation of the Brokerage. 

 
Associates shall not: 

• Make knowingly false statements; 

• Conceal material information when disclosure is required; 

• Falsify documents; 

• Forge signatures; 

• Backdate documents improperly; 

• Alter executed documents without authorization; 

• Misrepresent property information; 

• Misrepresent compensation; 

• Misrepresent Brokerage policies; 

• Misrepresent MLS or association requirements; 

• Engage in fraud; 

• Misappropriate funds; 

• Engage in threatening or abusive conduct; 

• Retaliate against a person making a good-faith complaint; or 

• Engage in conduct reasonably likely to expose the Brokerage or a client to unnecessary legal or regulatory risk. 

Equal Opportunity And Fair Housing  #

 
The Brokerages are committed to equal professional service. 

 
Associates shall comply with all applicable federal, state, and local Fair Housing and anti-discrimination requirements. 

 
Associates shall not engage in: 

• Steering; 

• Redlining; 

• Discriminatory advertising; 

• Discriminatory showing practices; 

• Discriminatory qualification standards; 

• Selective service; 

• Discriminatory communications; or 

• Other unlawful discrimination. 

 
Associates shall not express preferences concerning protected classes on behalf of themselves, a client, property owner, landlord, seller, or other person. 

 
A client instruction that would require unlawful discrimination shall not be followed. 

 
Any Fair Housing concern shall be immediately escalated to the Broker. 

Antitrust And Competition Compliance  #

 
Commission rates, Brokerage fees, compensation arrangements, and services are independently established by the Brokerage and applicable parties. 

 
Associates shall never state or imply that a commission or fee is: 

• Standard; 

• Fixed by law; 

• Fixed by an MLS; 

• Fixed by an association; 

• Required throughout the industry; or 

• Established through agreement among competing brokerages. 

 
Associates shall not enter into agreements with competitors concerning: 

• Commission rates; 

• Brokerage fees; 

• Referral fees; 

• Geographic territories; 

• Allocation of clients; 

• Allocation of listings; 

• Vendors; 

• Service levels; or 

• Boycotts. 

 
Any questionable competitor communication must be terminated and reported to the Broker. 

Brokerage Relationships And Required Disclosures  #

 
Associates shall use Brokerage-approved agreements and disclosures. 

 
Associates must accurately explain the Brokerage relationship being offered without creating duties or obligations beyond those authorized by law and the applicable agreement. 

 
Required disclosures must be provided within the time required by applicable law. 

Associates shall not provide legal advice. 

 
Questions requiring legal interpretation should be referred to the Broker or the appropriate party’s attorney. 

Our Buyers, Our Sellers, And Our Clients  #

 
All client relationships are relationships with the Brokerage. 

 
Associates procure and service clients on behalf of the Brokerage. 
 
Accordingly, references to clients should ordinarily be expressed as: 

• Our buyer 

• Our seller 

• Our client 

rather than implying that the client belongs personally to an Associate. 

 
Transaction records and Brokerage relationship records belong to the Brokerage subject to applicable law and contractual rights. 

Transfer of Listings and Brokerage Relationships Following Termination of Affiliation  #

Ownership of Brokerage Relationships  #

All listing agreements, buyer representation agreements, pending transactions, prospects, leads, client relationships, transaction files, brokerage records, and related business opportunities obtained, generated, or serviced by an Associate during the Associate’s affiliation with the Brokerage are brokerage assets and brokerage relationships. 

Unless otherwise required by law or approved by the Brokerage in writing, such relationships remain with the Brokerage upon termination of the Associate’s affiliation. 

No Automatic Transfer  #

The termination of an Associate’s affiliation with the Brokerage does not automatically terminate, transfer, assign, release, or otherwise affect any listing agreement, buyer representation agreement, pending transaction, or other brokerage relationship. 

The Brokerage retains the exclusive right to determine how such matters will be serviced following the termination of an Associate’s affiliation. 

Client Communications  #

Clients may be informed that an Associate is no longer affiliated with the Brokerage and that the Brokerage remains available to continue providing services through the Broker or another Associate. 

The Brokerage may communicate directly with clients to determine their wishes regarding ongoing representation and to discuss available options. 

Nothing in this policy prohibits a client from making decisions regarding representation as permitted by law and the applicable agreement. 

Brokerage Options Following Associate Departure  #

Following the termination of an Associate’s affiliation, the Brokerage may, in its sole discretion: 

• Assign the matter to another Associate; 

• Continue servicing the matter through the Broker; 

• Retain the relationship within the Brokerage; 

• Consent to the transfer of a relationship to another brokerage; 

• Agree to terminate or release an agreement; 

• Enter into a referral agreement; 

• Require reimbursement of marketing or transaction-related expenses where permitted by agreement or law; 

• Negotiate a transfer fee, referral fee, settlement agreement, or other business arrangement; or 

• Take any other action permitted by applicable law and applicable agreements. 

Transfer Requests  #

Any request to transfer a listing, buyer representation agreement, pending transaction, or other brokerage relationship must be submitted to the Brokerage in writing. 

Prior to making a determination, the Brokerage may require: 

• A copy of the executed agreement; 

• The complete transaction file; 

• Copies of material communications relating to the request; 

• Written instructions from the client; 

• Information regarding the receiving brokerage; and 

• Any other documentation reasonably requested by the Brokerage. 

Associate Responsibilities  #

A former Associate shall cooperate with the Brokerage concerning any active listing, pending transaction, client communication, record request, compliance matter, audit, claim, dispute, or other matter arising from activities conducted during the Associate’s affiliation. 

No Associate or former Associate may represent that a listing, client relationship, pending transaction, or brokerage file automatically transfers with the Associate upon termination of affiliation. 

Brokerage Approval Required  #

No listing, buyer representation agreement, pending transaction, transaction file, or brokerage relationship may be transferred, reassigned, released, or otherwise disposed of on behalf of the Brokerage without the Brokerage’s prior written approval. 

Any approved transfer, referral arrangement, reimbursement agreement, or release shall be documented in writing and approved by the Broker.  

Buyer Representation And Showing Agreements  #

 
Associates shall comply with applicable law, Brokerage policy, and applicable MLS requirements concerning written buyer or showing agreements. 

 
Where an Associate participates in an MLS requiring a written agreement before touring property, the Associate must obtain the required agreement before the applicable showing or touring activity. 

 
Associates shall use Brokerage-approved forms. 

 
Agreements must accurately address: 

• Brokerage identity; 

• Services; 

• Duration; 

• Compensation; 

• Exclusivity or non-exclusivity; 

• Termination; 

• Property or service scope; and 

• Other required terms. 

 
Associates shall not represent that compensation is fixed or nonnegotiable when it is negotiable. 

 
Easy Realty Pros Associates must follow the Brokerage-approved non-MLS procedures applicable to Easy Realty Pros. 

Listing Representation  #

 
No property may be marketed as a Brokerage listing without proper written authorization. 

 
Associates shall obtain all required: 

• Listing agreements; 

• Signatures; 

• Property disclosures; 

• Brokerage disclosures; 

• Ownership information; 

• Material property information; and 

• Other required documentation. 

 
Associates shall not knowingly enter inaccurate information into advertising or an MLS. 

 
Material changes to listing terms must be documented. 

Offers, Counteroffers, And Negotiations  #

 
Associates shall promptly present offers and counteroffers as required by law and lawful client instruction. 

 
Associates shall accurately document: 

• Receipt; 

• Presentation; 

• Acceptance; 

• Rejection; 

• Counteroffers; 

• Withdrawals; and 

• Material client instructions. 

 
Associates shall not fabricate competing offers or disclose confidential offer terms without authorization. 

Transaction Management And Brokerage Files  #

 
Every Transaction must have a complete Brokerage Transaction File. 

The file shall contain all documents reasonably required by the Brokerage, including applicable: 

• Brokerage agreements; 

• Contracts; 

• Addenda; 

• Disclosures; 

• Amendments; 

• Notices; 

• Referral agreements; 

• Compensation agreements; 

• Deposit documentation; 

• Closing documentation; 

• Commission documentation; 

• Material correspondence; and 

• Compliance records. 

 
Associates shall use Brokerage-approved transaction-management procedures. 

Document Submission And Compliance Review  #

 
Associates are responsible for timely submission of Transaction documents. 

 
Documents must be complete, legible, accurate, and properly executed. 

 
Associates shall not intentionally submit incomplete files to obtain commission authorization. 

 
The Brokerage may require correction of: 

• Missing signatures; 

• Missing initials; 

• Missing dates; 

• Inconsistent names; 

• Incomplete disclosures; 

• Missing addenda; 

• Compensation discrepancies; 

• Deposit discrepancies; 

• Closing discrepancies; or 

• Other compliance deficiencies. 

 
A Transaction is not considered compliance-approved merely because documents have been uploaded. 

Escrow Deposits, Funds, And Property Of Others  #

 
Associates shall comply with applicable law and Brokerage procedures concerning deposits and property entrusted to them. 

 
Associates shall not: 

• Commingle funds; 

• Borrow entrusted funds; 

• Retain funds improperly; 

• Redirect funds without authority; 

• Independently determine entitlement to disputed escrow; or 

• Make unauthorized disbursement instructions. 

 
Any escrow dispute, late deposit, dishonored payment, suspicious payment, or conflicting instruction must be immediately reported to the Broker. 

Closings And Closing Procedures  #

 
Associates shall monitor Transactions through closing and promptly address outstanding Brokerage requirements. 

 
Associates shall review closing information for obvious discrepancies involving: 

• Brokerage identity; 

• Commission; 

• Credits; 

• Referral fees; 

• Brokerage charges; 

• Associate compensation; and 

• Other material Transaction information. 

 
Associates shall not authorize changes affecting Brokerage compensation without appropriate authority. 

Commission Disbursement And Audit Certification  #

 
Easy Realty and Easy Realty Pros may authorize direct payment of Associate compensation at closing when permitted and approved. 

 
Commission disbursement remains subject to Brokerage compliance review. 

 
The Brokerage may require: 

1. A complete Transaction File; 

2. Compliance review; 

3. Correction of deficiencies; 

4. Required closing documentation; 

5. Confirmation of funds; 

6. Associate audit certification; 

7. Accounting review; and 

8. Brokerage authorization. 

 
A Commission Disbursement Authorization or similar document does not waive the Brokerage’s right to conduct compliance review or recover amounts later determined to have been improperly paid. 

 
Associates shall provide truthful and complete audit certifications. 

Compensation And Appendix A Brokerage Fee Schedule  #

 
Associate compensation is governed by the Independent Contractor Agreement, applicable Transaction documents, this Manual, and Appendix A – Brokerage Fee Schedule. 

 
Appendix A is incorporated into this Manual by reference. 

The Manual intentionally does not duplicate individual fee amounts. 

 
Appendix A may establish or describe: 

• Brokerage transaction fees; 

• Brokerage variable cost surcharges; 

• Rental fees; 

• Referral fees; 

• Technology charges; 

• Compliance charges; 

• Administrative charges; 

• Payment-processing charges; 

• Chargebacks; 

• Optional service charges; 

• Commission-disbursement charges; and 

• Other amounts payable to the Brokerage. 

 
Associates authorize deductions to the extent provided by the Independent Contractor  
Agreement and Appendix A. 

 
The current Appendix A controls over superseded fee schedules. 

Referral Transactions  #

 
Referral arrangements must be documented through Brokerage-approved procedures. 

Associates may not independently receive referral compensation outside the Brokerage. 

 
Referral agreements should identify: 

• Referring Brokerage; 

• Receiving Brokerage; 

• Client; 

• Referral terms; 

• Compensation; and 

• Required signatures. 

 
Referral compensation may be paid only where lawful. 

Rental And Lease Transactions  #

 
Rental and lease Transactions must be conducted through the applicable Brokerage. 

Associates shall use approved forms and procedures. 
 
Associates may not independently hold security deposits, rent, application fees, or other funds unless specifically authorized. 

 
Brokerage charges applicable to rental Transactions are governed by Appendix A. 

Commercial Transactions  #

 
Associates undertaking commercial Transactions must possess sufficient competence or obtain appropriate assistance. 

 
Commercial Transactions may involve specialized legal, tax, environmental, zoning, financing, leasing, and due-diligence issues. 

 
Associates shall not provide professional advice outside the scope of their real estate license and competence. 

Personal Transactions And Associate-Owned Property  #

 
Associates must disclose their licensed status and any ownership or financial interest as required by law. 

 
Transactions involving: 

• Associate-owned property; 

• Associate-controlled entities; 

• Immediate family; 

• Business partners; 

• Investment entities; or 

• Other conflicts must be handled transparently and documented appropriately. 

Teams  #

 
No team may operate under the Brokerage without Broker approval. 

 
Teams must comply with applicable law and Brokerage requirements concerning: 

• Team names; 

• Advertising; 

• Supervision; 

• Compensation; 

• Records; 

• Assistants; 

• Lead handling; and 

• Brokerage identification. 

 
A team is not a separate brokerage. 

Assistants And Unlicensed Persons  #

 
Unlicensed persons may perform only activities permitted by applicable law. 

 
They may not perform licensed real estate services. 

 
Associates are responsible for ensuring that assistants do not improperly: 

• Negotiate; 

• Solicit; 

• Provide real estate advice; 

• Discuss Transaction terms; 

• Represent themselves as licensees; or 

• Receive unlawful transaction-based compensation. 

Advertising And Marketing  #

 
All advertising must be truthful, accurate, current, and compliant with applicable law. 

 
Advertising includes: 

• Signs; 

• Business cards; 

• Flyers; 

• Email; 

• Text messages; 

• Social media; 

• Websites; 

• Videos; 

• Online profiles; 

• Portals; 

• Digital advertisements; and 

• AI-generated marketing. 

 
Associates must properly identify the applicable Brokerage. 

 
An Easy Realty Pros Associate may not advertise as an Easy Realty Associate unless their license has been transferred to Easy Realty. 

 
An Easy Realty Associate may not advertise as an Easy Realty Pros Associate unless properly affiliated with Easy Realty Pros. 

Social Media, Websites, Domains, And Digital Advertising  #

 
Associates are responsible for compliance on personal and professional digital accounts used for real estate activity. 

 
Associates may not create a website, domain, social account, or digital identity that falsely appears to be an official Brokerage account. 

 
Brokerage trademarks and branding may be used only as authorized. 

 
Associates must promptly correct outdated Brokerage affiliation information. 

Brokerage Names, Logos, And Intellectual Property  #

 
Brokerage names, logos, designs, systems, manuals, forms, training materials, and proprietary content remain property of the applicable owner. 

 
Authorization to use Brokerage intellectual property exists only during authorized affiliation and subject to Brokerage policy. 

 
Upon termination, the Associate must discontinue unauthorized use. 

MLS And REALTOR® Association Participation  #

 
Easy Realty and Easy Realty Pros operate under materially different MLS participation structures. 

 
Associates must understand which structure applies to their Brokerage. 

 
MLS participation or REALTOR® association membership available through Easy Realty does not extend to Easy Realty Pros. 

Easy Realty MLS Participation Requirements  #

 
Associates affiliated with Easy Realty may participate in REALTOR® associations and REALTOR®-operated MLS organizations through Easy Realty where participation is available and authorized. 

 
Any Easy Realty Associate who participates in a REALTOR® association or REALTOR®-MLS must: 

• Maintain required memberships and subscriptions; 

• Pay applicable dues and fees; 

• Complete required training; 

• Remain in good standing; 

• Comply with applicable MLS rules; 

• Comply with applicable association requirements; 

• Comply with data-use restrictions; 

• Comply with lockbox requirements; 

• Comply with showing requirements; and 

• Promptly notify the Brokerage of any suspension, disciplinary action, termination, or loss of access. 

 
Easy Realty Associates are responsible for maintaining good standing with any REALTOR® association or REALTOR®-MLS in which they participate. 

  #

Easy Realty Pros Non-MLS Operations  #

 
Associates affiliated with Easy Realty Pros may not obtain or maintain access to any REALTOR®-operated MLS through Easy Realty Pros. 

 
Easy Realty Pros does not provide REALTOR®-MLS participation to its Associates. 

Easy Realty Pros Associates are not required by the Brokerage to maintain REALTOR® association membership or MLS membership as a condition of affiliation. 

An Easy Realty Pros Associate shall not represent or imply that they have: 

• REALTOR®-MLS access through Easy Realty Pros; 

• MLS participation through Easy Realty Pros; 

• REALTOR® association membership through Easy Realty Pros; or 

• REALTOR® status through Easy Realty Pros 

unless the representation is independently accurate and legally permissible. 

Easy Realty Pros Associates must conduct Brokerage activity using the systems, procedures, forms, marketing methods, and resources authorized for Easy Realty Pros. 

Transfers For MLS Participation  #

 
An Easy Realty Pros Associate who wishes to join or participate in a REALTOR®-operated MLS must first request to transfer their real estate license from Easy Realty Pros to Easy Realty. 

 
The transfer is subject to: 

• Brokerage approval; 

• Applicable state licensing requirements; 

• Applicable association requirements; 

• Applicable MLS requirements; and 

• Completion of required administrative procedures. 

Associates may request the transfer through an approved Brokerage support channel, including: 

 
Email: hi@easy.realty 

Support Hub: https://hub.easy.realty 

 
The Associate may not begin using Easy Realty’s MLS participation, MLS systems, lockbox systems, association resources, forms, data, or other MLS-related resources until: 
 

1. The license transfer has been completed; 

2. Easy Realty has confirmed the Associate’s affiliation; 

3. Applicable association requirements have been completed; 

4. Applicable MLS enrollment has been completed; and 

5. Access has been authorized. 

 
A request to transfer does not itself authorize MLS access. 

MLS Credentials, Data, Lockboxes, And Systems  #

 
MLS credentials are personal and restricted. 

 
Associates shall not: 

• Share MLS usernames or passwords; 

• Share lockbox credentials; 

• Permit unauthorized MLS access; 

• Provide MLS data to unauthorized persons; 

• Scrape or redistribute MLS data improperly; 

• Use another Associate’s credentials; or 

• Allow an Easy Realty Pros Associate to use Easy Realty MLS credentials. 

 
The MLS participation, credentials, subscriptions, data rights, lockbox privileges, and association resources of Easy Realty are not privileges of Easy Realty Pros. 

Showings And Open Houses  #

 
Associates must comply with property access instructions. 

 
Associates shall: 

• Confirm showing authorization; 

• Follow appointment requirements; 

• Protect property; 

• Supervise visitors appropriately; 

• Secure the property upon departure; 

• Report damage or security concerns; and 

• Follow applicable written-agreement requirements. 

Property Access, Keys, Lockboxes, And Security  #

 
Keys, lockbox codes, alarm codes, gate codes, access links, and similar information are Confidential Information. 

 
Associates shall not provide access to unauthorized persons. 

 
Unauthorized entry into property is prohibited. 

 
Lost keys, compromised codes, or unauthorized access must be immediately reported. 

Associate And Client Safety  #

 
Associates are expected to exercise reasonable safety precautions. 

 
Associates should avoid entering situations reasonably believed to be unsafe. 

 
Threats, suspicious activity, injuries, criminal activity, or dangerous property conditions should be reported promptly. 

 
Emergency situations should be directed to appropriate emergency authorities. 

Vendors And Settlement Service Providers  #

 
Associates may provide consumers with information concerning vendors but shall not  
misrepresent that a particular vendor is required unless legally or contractually required. 

 
Consumers should retain appropriate freedom of choice. 

 
Associates shall disclose conflicts where required. 

RESPA Compliance  #

 
Associates shall not give or receive unlawful referral compensation in connection with settlement services. 

No Associate may accept a payment, gift, marketing benefit, lead benefit, or other thing of value in exchange for settlement-service referrals where prohibited. 

 
Questionable arrangements must be submitted to the Broker before participation. 

Gifts, Incentives, Rebates, And Promotional Programs  #

Associate-funded or Brokerage-funded incentives, rebates, credits, gifts, or promotional programs must comply with applicable law and Brokerage policy. 

 
Material incentives affecting a Transaction must be properly disclosed. 

 
Associates may not create unauthorized Brokerage promotions. 

Conflicts Of Interest And Self-Dealing  #

 
Associates must disclose material conflicts of interest. 

 
An Associate shall not place their own financial interest ahead of duties owed by the Brokerage to a client. 

 
Potential conflicts should be disclosed to the Broker before proceeding. 

Affiliated And Related Businesses  #

 
Associates shall not represent that a business is affiliated with, owned by, endorsed by, or required by the Brokerage unless accurate and authorized. 

 
Any required affiliated-business disclosure must be provided where applicable. 

Record Ownership And Retention  #

 
Transaction records created or received in connection with Brokerage activity are Brokerage records. 

 
Associates must submit required records to approved Brokerage systems. 

 
Associates shall not maintain the only copy of a material Transaction record in: 

• Personal email; 

• Personal text messages; 

• Personal cloud storage; 

• Personal devices; or 

• Other unapproved systems. 

 
Records must be retained for the period required by applicable law and Brokerage policy. 

Confidentiality And Privacy  #

 
Associates shall protect Confidential Information. 

 
Information shall be accessed, used, and disclosed only for legitimate Brokerage purposes. 

 
Associates shall use reasonable care when handling: 

• Identification documents; 

• Financial information; 

• Bank information; 

• Tax information; 

• Contracts; 

• Client communications; 

• Access credentials; and 

• Other sensitive information. 

Cybersecurity  #

 
Associates must comply with Brokerage cybersecurity requirements. 

 
Associates shall: 

• Use strong passwords; 

• Use multifactor authentication where required; 

• Protect devices; 

• Avoid credential sharing; 

• Report suspicious login activity; 

• Report phishing; 

• Report compromised accounts; 

• Keep systems reasonably updated; and 

• Use approved systems for Brokerage business. 

 
Cybersecurity incidents must be reported immediately. 

Wire Fraud Prevention  #

 
Wire fraud presents a significant risk in real estate Transactions. 

 
Associates shall never assume that emailed wiring instructions are legitimate merely because the email appears authentic. 

 
Changes to wiring instructions must be independently verified using trusted contact information obtained separately from the communication requesting the change. 

 
Associates shall not instruct clients to rely solely on email for verification of wiring instructions. 

 
Suspected wire fraud must be immediately reported to: 

• The Broker; 

• The applicable title or closing company; 

• The applicable financial institution; and 

• Appropriate authorities where directed. 

Brokerage Email And Electronic Communications  #

 
Associates shall use Brokerage-approved communication systems where required. 

 
Brokerage communications may constitute business records. 

 
Associates shall not use Brokerage systems for unlawful activity. 

 
Associates must maintain appropriate security over Brokerage email accounts. 

 
Material Transaction communications must be preserved. 

Electronic Signatures And Electronic Records  #

 
Electronic signatures may be used where legally permitted and accepted by the applicable parties. 

 
Associates shall not: 

• Sign for another person without lawful authority; 

• Apply another person’s electronic signature; 

• Share signature credentials; 

• Alter executed documents improperly; or 

• Circumvent authentication procedures. 

Artificial Intelligence And Automated Technology  #

 
Artificial intelligence may be used only in a manner consistent with Brokerage policy, confidentiality obligations, Fair Housing requirements, intellectual-property rights, and professional responsibilities. 

 
Associates remain responsible for AI-generated content. 

 
AI output must be reviewed before use. 

 
Associates shall not knowingly publish AI-generated: 

• False property information; 

• Fabricated market statistics; 

• Fabricated citations; 

• Fabricated testimonials; 

• Misleading images; 

• Discriminatory content; or 

• Materially inaccurate communications. 

 
Confidential Information shall not be entered into unapproved AI systems. 

Brokerage Systems And Technology  #

 
Access to Brokerage technology is a privilege associated with affiliation. 

 
Associates shall not: 

• Circumvent security; 

• Share credentials; 

• Attempt unauthorized access; 

• Introduce malicious software; 

• Export Brokerage data without authorization; or 

• Use Brokerage systems for unlawful purposes. 

 
Access may be suspended or terminated at any time consistent with applicable agreements and law. 

Complaints And Disputes  #

 
Consumer complaints must be promptly reported to the Broker. 

 
Associates shall not conceal complaints. 

 
Associates shall cooperate with Brokerage investigations. 

 
No Associate may independently settle a claim on behalf of the Brokerage. 

Subpoenas, Litigation, And Regulatory Inquiries  #

 
Associates must immediately forward to the Broker any: 

• Subpoena; 

• Demand letter; 

• Attorney correspondence; 

• Lawsuit; 

• Regulatory inquiry; 

• Licensing complaint; 

• MLS complaint; 

• Ethics complaint; or 

• Governmental request concerning Brokerage activity. 

 
Relevant records must be preserved. 

 
Associates shall not destroy, alter, or conceal records. 

Errors And Omissions And Risk Management  #

 
Associates shall promptly report circumstances that could reasonably result in a claim. 

 
Associates shall not delay reporting because they believe the matter can be resolved informally. 

 
Potential claims should be reported before making admissions or settlement commitments. 

Insurance  #

 
Associates are responsible for maintaining insurance required by: 

• Law; 

• The Independent Contractor Agreement; 

• Brokerage policy; or 

• Applicable state addenda. 

 
Associates shall not represent that Brokerage insurance covers a particular claim unless confirmed. 

Taxes, Expenses, And Business Costs  #

 
Associates are responsible for their own taxes and business expenses except where otherwise agreed in writing. 

 
Brokerage fees and charges are governed by Appendix A. 

 
The Brokerage does not provide tax advice. 

 
Associates should consult their own tax professionals. 

Training And Continuing Education  #

 
Associates must maintain all legally required continuing education. 

 
The Brokerage may require additional training concerning: 

• Contracts; 

• Fair Housing; 

• Cybersecurity; 

• Wire fraud; 

• MLS compliance; 

• Brokerage procedures; 

• Transaction management; 

• Advertising; 

• Risk management; and 

• Other compliance matters. 

Brokerage Communications And Support  #

 
Associates are responsible for monitoring Brokerage communications. 

 
Approved support channels include: 

 
Email: hi@easy.realty 

Support Hub: https://hub.easy.realty 

 
Associates should use Brokerage support channels for operational, administrative, technology, transfer, and policy questions. 

 
Urgent legal, regulatory, escrow, fraud, or Transaction matters requiring Broker attention should be escalated appropriately rather than treated as routine support requests. 

Professional Communications With Brokerage Personnel  #

 
Associates may request reasonable updates concerning Transactions, commissions, compliance reviews, and Brokerage matters. 

 
Communications with Brokerage staff, accounting personnel, compliance personnel, management, support personnel, and the Broker must remain professional. 

 
Harassing, abusive, threatening, hostile, excessive, or otherwise unprofessional communications may constitute a violation of Brokerage policy. 

Corrective Action And Policy Violations  #

 
Violation of this Manual may result in corrective action. 

 
Depending on the circumstances, the Brokerage may require: 

• Counseling; 

• Additional training; 

• File correction; 

• Enhanced supervision; 

• Written warning; 

• Restriction of activity; 

• Suspension of systems; 

• Suspension of commission authorization where permitted; 

• Referral to regulatory authorities where required; or 

• Termination. 

 
The Brokerage is not required to use progressive discipline. 

Suspension And Restriction Of Brokerage Activities  #

 
The Broker may restrict an Associate’s activities when reasonably necessary to protect: 

• Clients; 

• Consumers; 

• The Brokerage; 

• Transaction funds; 

• Brokerage records; 

• Regulatory compliance; 

• MLS compliance; or 

• Information security. 

 
Restrictions may remain in effect while a matter is investigated. 

Termination And Separation  #

 
Affiliation may be terminated in accordance with the Independent Contractor Agreement and applicable law. 

 
Upon termination, the Associate must immediately cease representing themselves as affiliated with the Brokerage. 

 
The Brokerage may terminate access to: 

• Email; 

• Transaction systems; 

• Brokerage portals; 

• Support systems; 

• MLS resources; 

• Marketing systems; 

• Brokerage data; and 

• Other Brokerage resources. 

Post-Termination Obligations  #

 
Termination does not eliminate obligations that by their nature survive termination. 

 
These may include: 

• Confidentiality; 

• Record preservation; 

• Cooperation concerning pending Transactions; 

• Cooperation concerning claims; 

• Return of Brokerage property; 

• Removal of Brokerage advertising; 

• Payment of outstanding obligations; 

• Chargebacks; 

• Transaction adjustments; and 

• Other obligations under the Independent Contractor Agreement or Appendix A. 

Amendments And Policy Changes  #

 
The Brokerage may amend this Manual from time to time in accordance with the Independent Contractor Agreement and applicable law. 

 
Associates will be provided notice of material changes through an approved Brokerage communication method. 

 
Continued affiliation following the effective date of an amendment constitutes acceptance to the extent permitted by the governing agreements and applicable law. 

 
Appendix A may be amended separately in accordance with its terms. 

Exceptions And Waivers  #

 
An exception to Brokerage policy must be authorized by the Broker or an authorized management representative acting within delegated authority. 

 
An exception in one Transaction does not create a continuing exception. 

 
Failure to enforce a provision on one occasion does not waive the Brokerage’s right to enforce it later. 

 
No Associate may rely upon an alleged oral waiver of a material Brokerage requirement. 

State-Specific Addenda  #

 
This Manual is intended to provide a common operating framework for Easy Realty and Easy Realty Pros. 

 
Because real estate licensing and Brokerage requirements vary by state, the Brokerage may adopt state-specific addenda. 

 
A state-specific addendum may address: 

• Brokerage relationships; 

• Required disclosures; 

• Escrow; 

• Advertising; 

• Teams; 

• Record retention; 

• Supervision; 

• Compensation; 

• Licensing; 

• Transaction procedures; 

• Forms; 

• MLS participation; and 

• Other state-specific requirements. 

 
Where a state-specific addendum conflicts with a general provision of this Manual because of applicable state law, the state-specific addendum shall control for activity in that state. 

Severability And Interpretation  #

 
If any provision of this Manual is determined to be invalid or unenforceable, the remaining provisions shall remain effective to the extent permitted by law. 

 
Headings are provided for convenience and do not limit the meaning of a provision. 

Words in the singular include the plural where appropriate. 

 
References to the Brokerage mean the applicable Brokerage unless the context expressly refers to both Brokerages. 

 
Nothing in this Manual shall be interpreted to require conduct prohibited by law. 

Questions concerning interpretation shall be submitted to the Broker.