When should the agency disclosure form be presented to the client?

The agency disclosure form should be presented to the client during the first substantive contact. This is important because it is the point at which significant discussion or negotiation regarding the real estate transaction begins. Presenting the form at this time ensures that the client clearly understands the nature of the agency relationship and the duties owed to them, which is a crucial aspect of transparency in real estate dealings.

Providing this information early on establishes trust and allows for any questions or concerns to be addressed before further discussions or actions take place, such as showing properties or negotiating terms. Failing to deliver the disclosure form at this stage may result in compliance issues, as the law mandates that clients be informed of agency relationships in a timely manner.

Presenting the form at the first meeting may not always be appropriate if the meeting is more introductory and lacks substantive discussions about the transaction. Similarly, presenting it before a property showing could occur too late if significant discussions have already taken place. Lastly, waiting until a contract is signed would be ineffective since clients need to understand their rights and the agency's role well before committing to a contract.