| name | real-estate-agency-disclosure |
| title | Real Estate Agency Disclosure |
| description | Drafts state-compliant real estate agency disclosure documents for residential transactions. Triggers at first substantive contact with buyers or sellers, when preparing pre-transaction disclosure forms, or when establishing representation relationships and fiduciary duties among transaction parties. |
| author | CaseMark |
| author_url | https://github.com/CaseMark/skills/tree/main/skills/legal/real-estate-agency-disclosure |
| license | Apache-2.0 |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | us |
| practice | real-estate |
| language | en |
| tags | ["agreement","drafting","transactional"] |
Real Estate Agency Disclosure
Produces a jurisdiction-compliant disclosure establishing representation relationships and fiduciary duties before parties commit to a residential real estate transaction.
Required Inputs
- Jurisdiction — state where property is located (drives all statutory requirements)
- Parties — legal names of buyer(s), seller(s), licensee(s); brokerage names; license numbers
- Transaction — property address; purchase or listing
- Agency model — buyer's agent, seller's agent, dual agency, designated agency, or transaction brokerage
Workflow
1. Research Jurisdiction Rules
- Identify the state statute or regulation mandating the disclosure
- Confirm the delivery trigger (typically first substantive contact — verify state-specific timing)
- Determine permissible agency models and whether the state requires verbatim statutory language
2. Draft Document
Header: document title (use jurisdiction-mandated title if required), disclosure date, all party names with brokerage and license numbers.
Statutory basis: cite the specific statute, state the delivery trigger, note any timing variations.
Agency relationship definitions — include all models permitted in the jurisdiction:
| Role | Represents | Core Duties |
|---|
| Seller's Agent | Seller exclusively | Loyalty, confidentiality, best price/terms for seller |
| Buyer's Agent | Buyer exclusively | Loyalty, confidentiality, best price/terms for buyer |
| Dual Agent | Both parties | Neutrality; no advocacy or cross-disclosure of confidential info |
| Designated Agent | Respective client (separate agents, same brokerage) | Full fiduciary to each; supervising broker is dual agent |
| Transaction Broker | Neither party | Honesty, material fact disclosure, ministerial care |
Distinguish client (full fiduciary) from customer (honest dealing, no advocacy).
Core fiduciary duties where full agency applies: loyalty · confidentiality · disclosure · obedience · reasonable care · accounting.
3. Address Dual Agency / Alternatives
