Assistant Scope & Confidentiality Acknowledgement
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For Real Estate Assistants · Waiver / Acknowledgement · CA$12
Clarify administrative role, excluded licensed activity and advice, supervision, confidentiality, data handling, and approval limits.
Included editable fields
- Real Estate Assistant
- Client / Customer / Authorized Party
- Brokerage / Client
- Supervising Professional
- Assigned Property / Transaction
- Authorized Tasks
- System / File Access
- Escalation Contact
- Acknowledgement Date
- Service / Job Location
- Job / Service Type
- Activities / Scope Covered
- Known Risks & Disclosures
- Client Responsibilities
- Safety / Preparation Confirmations
- Limitations & Exclusions
- Excluded Conditions / Losses
- Authorization / Waiver Acknowledgement
- Risk Review Checklist
- Incident / Follow-Up Outcome
- Record Timestamp