Client Confidentiality: What You Can and Can’t Share in a Real Estate Transaction

Remember to keep confidential all information about your client and any documents they have signed, unless the document is part of the Sale Agreement needed to facilitate the progress of a transaction, or your client gives you written permission to disclose.

All comments and responses from OREF or its staff, managers, and volunteers are non-legal opinions made for general purposes. Each Forms subscriber must rely solely upon their Principal broker or personal legal counsel for specific advice and instruction. You and your client should independently confirm that the Form(s) you use are legally suitable for the purposes intended and that they are current with respect to all laws and regulations.