Events

Virtual Classroom: The Firm Rules: Policies to Mitigate Risk (CRB Elective)

> CLICK HERE to register for The Firm Rules: Policies to Mitigate Risk course

Certified Real Estate Brokerage Manager – One-Day Elective Workshop

Company policies are essential to mitigate risk and limit liability. This course provides a checklist of items that should be included in a policy manual and introduces options for each component. From federal mandates, state regulations and Code of Ethics compliance to employment laws, data security, and brokerage policy options, you’ll come away with a clear understanding of what should be addressed.

Learning Objectives include:

• Discuss why standardized policies and procedures are necessary to a real estate brokerage.
• List the items that should be included and addressed in a typical policies manual.
• Provide an overview of federal employment laws and list the components that should be addressed in an employee handbook.
• Describe the variety of risks associated with data collection and storage as well as the risks associated with social media activity.
• Detail brokerage operation policies regarding independent contractors.
• Describe non-discrimination policies that should be instituted to address the Civil Rights Act, the Fair Housing Act, the American’s with Disabilities Act, the Equal Credit Opportunity Act and state and local laws prohibiting discrimination.
• List six federal policies that are essential to a brokerage policy manual (Fair Housing, Code of Ethics, Do Not Call, CAN-SPAM, Sherman Antitrust and IRS exemptions).
• Distinguish between appropriate and inappropriate brokerage policies.
• Enumerate state license law regulations that should be included in a policy manual.
• Identify other brokerage policy options that should be considered and addressed to reduce risk.

Credit:

• This livestream webinar is certified for 6.5 hours of real estate credit, elective for the CRB designation.
• Attendees must share their video during the program to receive CE, as active participation will be monitored.
• You must attend both days of the livestream to receive CE credit. There will be no partial credit given.
• Per ODRE requirements, attendees must be present 90% of the program.

Instructor: Evan Fuchs, ABR, AHWD, CRB, CRS, e-PRO, GRI, PSA, RENE, RSPS, SRS
Evan is the broker/owner of a top-producing real estate company who speaks nationally on leadership, strategic planning, and sales.  He combines his business and leadership experience with a down-to-earth, interactive style to deliver engaging and actionable programs.  In addition to teaching designations and certifications, such as Accredited Buyer Representative, Certified Residential Broker, and Real Estate Negotiation Expert, Evan is also a John Maxwell certified trainer, and has developed custom leadership and training programs for multiple organizations and brokerages. A past state president, four-time REALTOR® of the Year, proud dad, accomplished concertgoer, and lifelong learner, Evan loves training and collaborating with individuals and teams who aspire to produce their best work.

Overview of Requirements to earn the CRB Designation

The CRB Designation Program and the ENTIRE menu of courses has been reinvented and refreshed to meet the professional development needs of today's broker, owner and manager. Earning the CRB Designation has never been simpler!

https://www.rebinstitute.com/REBI/Credentials/CRB/CRB_Requirements.aspx

• Complete all CRB Designation Program Requirements within four (4) years of enrolling (starting with the date of their first CRB course or submission of application form).
• Obtain or hold active membership in the National Association of REALTORS® as a REALTOR® or REALTOR®-Associate (US Only).
• Complete 3 CRB Education electives and 2 Experience electives (see image below for more details).
• Have at least one year of management experience prior to designation (may be obtained while pursuing the CRB Designation as a Candidate).  For a complete description of qualifying management experience, review the full CRB Designation Rules & Regulations .
• Submit a management resume outlining your experience. 
• Complete and submit the Designation Application and one-time Designation Fee ($150 - submitted ONLY once you have completed ALL the requirements).

CONTACT/EMAIL: Deanna Wright, Professional Development Coordinator -   

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