New York Real Estate Salesperson ExaminationNew York State Specific Laws and RegulationsMedium

A New York real estate salesperson is involved in a transaction where they represent the seller. The buyer's agent tells the salesperson that their buyer is pre-approved for a mortgage but does not provide the pre-approval letter. The salesperson relays this information to their seller client. What is the salesperson's ethical duty regarding the verification of this information?

  1. AThe salesperson has no duty to verify information provided by another licensed professional.
  2. BThe salesperson should advise the seller to request the pre-approval letter from the buyer's agent.
  3. CThe salesperson should assume the information is accurate since it came from a licensed agent.
  4. DThe salesperson must independently contact the lender to verify the buyer's pre-approval.
Show answer & explanation

Correct answer: B. The salesperson should advise the seller to request the pre-approval letter from the buyer's agent.

While a salesperson can relay information received, they also have a duty to not misrepresent facts and to provide competent advice. Advising the seller to request the actual pre-approval letter is best practice to verify the buyer's financial capability and protect the seller's interests, rather than simply accepting unverified verbal claims.

Why the other options are wrong

  • A. An agent has a duty to provide accurate information and avoid misrepresentation. Simply accepting unverified information from another agent without advising verification is not diligent.
  • C. Assuming accuracy without verification, especially for critical information like financial capability, is a breach of the duty of reasonable care and diligence to the client.
  • D. Contacting the lender directly without the buyer's explicit consent could violate privacy laws and is not the primary duty of the seller's agent; their role is to advise the client on obtaining verification.

Verification of Buyer's Financials

A seller's agent should advise their client to obtain verifiable proof of a buyer's financial capability (e.g., pre-approval letter) rather than relying solely on verbal assurances, to protect the client's interests.

  • Verbal claims may be insufficient.
  • Advise client to request documentation.
  • Protects seller's interest against unqualified buyers.

Memory trick: For buyer's cash, 'Advise to Ask for the Paper Flash'.

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