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AgencyDisclosure_requirementsMEDIUM

Connecticut broker Helen receives a referral from an out-of-state agent for buyer client Paul, who is relocating from Texas. Paul calls Helen and during the call they discuss his specific needs: a four-bedroom home in West Hartford with a budget of $600,000. Helen has not yet met Paul in person. Which statement correctly describes Helen's agency disclosure obligation?

Correct Answer

A) Helen's agency disclosure obligation was triggered during the phone call when substantive discussion of Paul's specific needs occurred

Under CGS § 20-325c, first substantive contact is not limited to in-person meetings. When Helen and Paul discussed his specific needs, budget, and location preferences during the phone call, that constituted first substantive contact. The disclosure obligation was triggered at that point, regardless of whether the contact was by phone, email, or in person. Helen should provide or transmit the disclosure form promptly following or during that call.

Answer Options
A
Helen's agency disclosure obligation was triggered during the phone call when substantive discussion of Paul's specific needs occurred
B
Helen has no disclosure obligation because Paul was referred by an out-of-state agent who is responsible for disclosure
C
Helen must provide the agency disclosure form to Paul at their first in-person meeting, which is the first substantive contact
D
Helen may wait until she meets Paul in person to provide the agency disclosure form, since in-person delivery is required

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Related Topics & Key Terms

Key Terms:

agency_disclosurefirst_substantive_contacttelephone_contactCGS_20-325creferral

Related Concepts

The fiduciary obligations owed by a listing agent to the seller, including marketing the property, presenting all offers, and protecting the seller's confidential information.

A practice where the agent or brokerage represents only one party in a transaction — either the buyer or the seller, but never both.

A relationship where a listing broker authorizes other brokers to act as agents of the seller, extending the seller's agency relationship to cooperating brokers.

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