Management of Real Estate Brokerage Firm

4.29.25 Management of Real Estate Brokerage Firm

Tuesday, April 29, 2025 (10:00 AM to 5:00 PM)
6 Hrs CE Broker Management Education Credits

Please note that this course is in-person participation only.

This course comprehensively covers crucial aspects of brokerage management, equipping broker/managers with essential knowledge and skills. By course completion, participants will understand:

1. Broker Types and Duties: Roles and responsibilities of various broker types.
2. Licensure: Qualifications and renewal procedures.
3. Policies and Procedures: Creation and maintenance of manuals.
4. Escrow Management: Responsible handling of financial transactions.
5. Risk Management: Strategies to mitigate challenges, including the VREB Broker Self-Audit.
6. Dispute Resolution: Avenues like Ombudsman, Mediation, and Arbitration, along with the role of the Code of Ethics.
7. Regulatory Risks: Compliance with laws related to Fair Housing, Environment, Agency, RESPA, and more.
8. Drone Usage Laws: Relevant regulations in real estate.
9. Public Policy Issues: Current industry-related policy matters.
10. Antitrust Awareness: Recognition and avoidance of antitrust pitfalls.
11. Support Staff Recruitment: Effective team building strategies.
12. Do Not Call Rules: Adherence to marketing regulations.
13. RESPA Violations: Awareness and prevention of RESPA violations.

Integration of these issues into your firm/business is vital for safeguarding your brokerage, agents, and the public.

Thank you to our Sponsor: Virginia Credit Union

Hillsdale Conference Center-Classroom - Classroom
Hillsdale Conference Center-Classroom (Classroom)
550 Hillsdale Drive
Charlottesville, VA 22901

Map & Directions

Patton, Donna
Donna has been a REALTOR® since February 1996 and got her Broker’s license in January 2002. She was a Managing Broker for a local franchise brokerage from 2002 - 2017. She has her ABR, SFR and CRB designations. She has been instructing at CAAR since 2006.

Involvement with CAAR: Board of Directors for CAAR in 2004 and then again from 2008 – 2010; PS&A/Grievance and have been since 2004; Chair of IS Committee 2003 & 2004; MLS Task force 2003; Education Committee 2006 and Co-chair in 2007; Professional Development Committee Liaison 2009; Communications Group liaison 2010; Recipient of Ethics in Action Award 2007; CAAR Honor Society recipient; Sales Associate of the Year for 2012Involvement with VAR: Standard Forms Work Group 2008-2013; Professional Development 2009; VAR Honor Society recipient

Cancellation requests (written or phoned) will be accepted through 5:00 p.m. two business days preceding each class. All paid tuition other than the $10 non-refundable, non-transferable to another person deposit will be refunded. No refunds will be given for cancellations made after the close of business on that day. (Requests for refund consideration due to extenuating circumstances must be received by CAAR in writing within 15 days after class start date).