Which document should be filled out first with a new client or customer?

When working with a new client or customer in the real estate industry, the agency disclosure form is essential and should be completed first. This document outlines the relationship between the agent and the client, making it clear whether the agent represents the buyer, the seller, or both. It fulfills legal requirements and helps establish trust by ensuring that clients understand their rights and the obligations of the agent.

The agency disclosure form is crucial in arming clients with knowledge about how their information will be used and the fiduciary duties agents owe them. This legal transparency is vital before entering into any agreements or negotiations concerning property listings, rentals, or services since clarity about representation lays the foundation for all subsequent transactions.

Once this document is in place, it's appropriate to discuss other forms, such as property listing agreements or service agreements, but the agency disclosure form must come first to ensure compliance with ethical standards and state laws.