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This document outlines the agreement between Meadows Group Inc. Realtors®, the Principal Broker, Employing Broker, and an Assistant regarding employment terms, responsibilities, and conditions of
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How to fill out EXHIBIT “D” - UNLICENSED PERSONAL ASSISTANT

01
Begin by obtaining the EXHIBIT 'D' form.
02
Carefully read the instructions provided with the form.
03
Fill in your personal information accurately in the designated fields.
04
Include details about the unlicensed personal assistant's responsibilities.
05
Specify the duration for which the assistant will be employed.
06
Provide any additional required documentation or certifications as requested.
07
Review the completed form for any errors or omissions before submission.
08
Sign and date the form where indicated.

Who needs EXHIBIT “D” - UNLICENSED PERSONAL ASSISTANT?

01
Individuals who require assistance with daily tasks but do not want to hire a licensed professional.
02
Families with members needing personal support in activities of daily living.
03
Patients recovering from surgery or illness who need temporary assistance.
04
Individuals with disabilities who require additional help but prefer non-licensed support.
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Unlicensed assistants can prepare and complete documents and instruments under the supervision and direction of the licensee if the final documents or instruments will be or have been reviewed or approved by the licensee prior to the documents or instruments being presented, given or delivered to a principal or party
Exemptions to the license requirement include: resident managers of apartment buildings and complexes or their employees; short-term (vacation – only if under 30 days) rental agents; employees of certain lending institutions; employees of real estate brokers for specific, limited functions; certain agricultural
From what we see, criminal convictions (felony and misdemeanor convictions) are among the most common reasons for enforcement actions. Action can include license suspension and revocation. DRE prizes honesty.
During the holding of an open house, only a licensee may engage in the following: show or exhibit the property, discuss terms and conditions of a possible sale, discuss other features of the property, such as its location, neighborhood or schools, or engage in any other conduct which is used, designed or structured for
Summary: When Is a License Required? ActivityRequires License? Negotiating lease terms ✅ Yes Managing your own properties ❌ No On-site apartment manager (employee) ❌ No (with restrictions) Hiring a property management company ✅ Must operate under licensed broker2 more rows • May 15, 2025
Furthermore, an unlicensed personal assistant may answer only limited questions concerning properties listed with the firm, that is, confirming that the property is listed, identifying the listing broker or salesperson, and providing information as would normally appear in a simple advertisement, such as location and
Showing Property A license is required to show property for sale or lease. An unlicensed assistant isn't allowed to host an open house or unlock the door for a client if you're running late.

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EXHIBIT “D” - UNLICENSED PERSONAL ASSISTANT is a document used to disclose the involvement of unlicensed individuals in providing personal assistant services in certain legal or professional contexts.
Individuals or entities that employ unlicensed personal assistants in their operations or during specific proceedings are required to file EXHIBIT “D”.
To fill out EXHIBIT “D”, you need to provide details including the names and qualifications of the unlicensed personal assistants, the nature of their services, and the context in which they are utilized.
The purpose of EXHIBIT “D” is to ensure transparency and compliance with regulations concerning the use of unlicensed personnel in providing assistance or services, thereby protecting clients and stakeholders.
EXHIBIT “D” must report the names, roles, and contact information of the unlicensed personal assistants, as well as the specific services they provide and any relevant qualifications or licenses they might hold.
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