Re: Do I need a certificate or license to work with a Real Estate Broker
Cam -
Does the Broker want document management or Closing Coordination? Sounds like the Broker wants a little of both. When I do document management, I simply organize the paperwork for compliance without interaction with lender, buyers/sellers, etc. Closing Coordination involves paperwork plus interaction with lender, co-op agent, buyer/seller, title, etc...
You don't need a licensed for either document management or closing coordination. However, you must be very educated on the unlicensed assistant laws in the client's state. Your interactions must not violate those laws. The laws vary from state to state so make sure you are well informed.
Best wishes!
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