287: Helpful vs. Harmful: Realtor Liability Explained

Are you using “liability” as an excuse to avoid helping your clients? In this episode, we’re tackling a tricky topic: the fine line between being helpful and being liable. It’s a line many Realtors struggle to navigate, but don’t worry—we’re here to break it all down for you.

 

Here’s what we’re chatting about:

• Attending inspections: Why skipping them might be riskier than showing up.

• What’s actually your job: Spoiler alert—you are supposed to give advice.

• Documentation saves the day: The importance of email recaps and written communication.

• Liability myths vs. reality: We bust common misconceptions about what can actually get you sued.

• Learning from the horror stories: We share real-life liability situations and how to avoid them.

 

You’ll also hear us reflect on the power of having systems in place, the importance of treating every client consistently, and why it’s critical to educate your clients (even when it’s an uncomfortable conversation). If you’ve ever felt nervous about overstepping—or not stepping up—this episode is a must-listen.

 

Key Quotes/Takeaways

“Giving advice isn’t a liability—it’s literally your job as a Realtor.” – Katy

“Skipping the inspection is a bigger liability than attending. Your clients need you there.” – Alissa

“The more you document, the less you’ll have to worry if something goes wrong.” – Katy

“Agents who avoid giving advice are just avoiding doing their job.” – Alissa

“Your job is to guide and protect your clients—not let them ‘run amok.’” – Katy

 

Products, People & Previous Episodes Mentioned

Hustle Humbly Freebie: Due Diligence Checklist (hustlehumblypodcast.com/makesure)

Email Templates 101: For communicating clearly with clients and documenting conversations.

Errors and Omissions Insurance: To protect Realtors from professional liability claims.

 

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