When should a Massachusetts real estate licensee have the client sign the Consumer Relationship Disclosure?

A Massachusetts real estate licensee should have the client sign the Consumer Relationship Disclosure at the first personal meeting. This practice is in line with Massachusetts regulations and guidelines, which emphasize the importance of establishing clear communication and understanding between the licensee and the client from the outset of the professional relationship.

The disclosure is intended to inform clients about the types of relationships available to them, including the distinctions between a seller's agent, a buyer's agent, and a facilitator. By providing this disclosure early in the relationship, the licensee ensures that the client is fully aware of their rights and the nature of the representation being offered. This fosters trust and transparency, which are critical for successful real estate transactions.

Issuing the disclosure at the closing meeting, after an offer is accepted, or before the property listing does not align with the intent of the regulation. Those moments occur too late in the process to establish the foundational knowledge that the disclosure provides, which is essential for informed decision-making right from the beginning.