What activities may an unlicensed assistant in the employ of the broker perform?

Per the Department’s Substantive Policy Statement, SPS No. 2005.04, an unlicensed assistant may:

Perform telephone duties, including calls to:

(a) Collect demographic information;

(b) Solicit interest in engaging the services of a licensee or brokerage;

(c) set or confirm appointments (with no other discussion) for:

• A licensee to list or show property;
• A buyer with a loan officer;
• A property inspector to inspect a home;
• A repair/maintenance person to perform repairs/maintenance; and/or
• An appraiser to appraise property.

(d) Mortgage and/or title companies to track the status of a file, check daily interest rates and points, whether buyer has been qualified, confirm closing appointment for licensee.

Assist a licensee at an open house.

Unlock a home for a licensee so that licensee can show a buyer the property or preview the property (no discussion about the property).

Deliver documents, as a mail or delivery service only.