HOUSE BILL No. 4417

 

March 6, 2007, Introduced by Reps. Farrah and Schuitmaker and referred to the Committee on Regulatory Reform.

 

      A bill to amend 1980 PA 299, entitled

 

"Occupational code,"

 

by amending section 2517 (MCL 339.2517), as amended by 2000 PA

 

436.

 

THE PEOPLE OF THE STATE OF MICHIGAN ENACT:

 

 1        Sec. 2517. (1) A licensee shall disclose to a potential

 

 2  buyer or seller in a real estate transaction all types of agency

 

 3  relationships available and the licensee's duties that each

 

 4  agency relationship creates before the disclosure by the

 

 5  potential buyer or seller to the licensee of any confidential

 

 6  information specific to that potential buyer or seller.

 

 7        (2) A real estate broker or real estate salesperson

 

 8  providing services under any service provision agreement shall,


 

 1  at a minimum, provide to the client the duties described in

 

 2  section 2512d(2) and the services described in section 2512d(3).

 

 3        (3) The services described in section 2512d(3)(b), (c), and

 

 4  (d) may be waived under a limited service agreement.

 

 5        (4) (2) The disclosure of the type of agency relationship

 

 6  shall be in writing and substantially conform to the following:

 

 

      DISCLOSURE REGARDING REAL ESTATE AGENCY RELATIONSHIPS

 

 

 8        Before you disclose confidential information to a real

 

 9  estate licensee regarding a real estate transaction, you should

 

10  understand what type of agency relationship you have with that

 

11  licensee. A real estate transaction is a transaction involving

 

12  the sale or lease of any legal or equitable interest in real

 

13  estate consisting of not less than 1 or not more than 4

 

14  residential dwelling units or consisting of a building site for a

 

15  residential unit on either a lot as defined in section 102 of the

 

16  land division act, 1967 PA 288, MCL 560.102, or a condominium

 

17  unit as defined in section 4 of the condominium act, 1978 PA 59,

 

18  MCL 559.104.

 

19        An agent providing services under any service provision

 

20  agreement owes, at a minimum, the following duties to the client:

 

21        (a) The exercise of reasonable care and skill in

 

22  representing the client and carrying out the responsibilities of

 

23  the agency relationship.

 

24        (b) The performance of the terms of the service provision

 

25  agreement.

 


 1        (c) Loyalty to the interest of the client.

 

 2        (d) Compliance with the laws, rules, and regulations of this

 

 3  state and any applicable federal statutes or regulations.

 

 4        (e) The recommendation to the client to obtain expert advice

 

 5  related to material matters when necessary or appropriate.

 

 6        (f) An accounting in a timely manner of all money and

 

 7  property received by the agent in which the client has or may

 

 8  have an interest.

 

 9        (g) Confidentiality of all information, unless disclosed

 

10  with the client's permission or as provided by law, including the

 

11  duty not to disclose confidential information to any licensee who

 

12  is not an agent of the client.

 

13        A real estate broker or real estate salesperson acting

 

14  pursuant to a service provision agreement shall provide the

 

15  following services to his or her client:

 

16        (a) When the real estate broker or real estate salesperson

 

17  is representing a seller or lessor, the marketing of the client's

 

18  property in the manner agreed upon in the service provision

 

19  agreement.

 

20        (b) Acceptance of delivery and presentation of offers and

 

21  counteroffers to buy, sell, or lease the client's property or the

 

22  property the client seeks to purchase or lease.

 

23        (c) Assistance in developing, communicating, negotiating,

 

24  and presenting offers, counteroffers, and related documents or

 

25  notices until a purchase or lease agreement is executed by all

 

26  parties and all contingencies are satisfied or waived.

 

27        (d) After execution of a purchase agreement by all parties,

 


 1  assistance as necessary to complete the transaction under the

 

 2  terms specified in the purchase agreement.

 

 3        (e) Furnishing, or causing to be furnished, a complete and

 

 4  detailed closing statement as required by R 339.22311 of the

 

 5  Michigan administrative code.

 

 6        Michigan law requires real estate licensees who are acting

 

 7  as agents of sellers or buyers of real property to advise the

 

 8  potential sellers or buyers with whom they work of the nature of

 

 9  their agency relationship.

 

 

10                          Seller's Agents

 

 

11        A seller's agent, under a listing agreement with the seller,

 

12  acts solely on behalf of the seller. A seller can authorize a

 

13  seller's agent to work with subagents, buyer's agents and/or

 

14  transaction coordinators. A subagent is one who has agreed to

 

15  work with the listing agent, and who, like the listing agent,

 

16  acts solely on behalf of the seller. Seller's agents and

 

17  subagents will disclose to the seller known information about the

 

18  buyer which may be used to the benefit of the seller. Certain

 

19  individual services may be waived by the seller through means of

 

20  a limited service agreement, which are waived by the seller

 

21  signing a separate waiver document.

 

 

22                          Buyer's Agents

 

 

23        A buyer's agent, under a buyer's agency agreement with the

 

24  buyer, acts solely on behalf of the buyer. Buyer's agents and

 


 1  subagents will disclose to the buyer known information about the

 

 2  seller which may be used to benefit the buyer. Certain individual

 

 3  duties may be waived by the buyer through means of a limited

 

 4  service agreement, which are waived by the buyer signing a

 

 5  separate waiver document.

 

 

                          Dual Agents

 

 

 7        A real estate licensee can be the agent of both the seller

 

 8  and the buyer in a transaction, but only with the knowledge and

 

 9  informed consent, in writing, of both the seller and the buyer.

 

10        In such a dual agency situation, the licensee will not be

 

11  able to disclose all known information to either the seller or

 

12  the buyer.

 

13        The obligations of a dual agent are subject to any specific

 

14  provisions set forth in any agreement between the dual agent, the

 

15  seller, and the buyer.

 

 

16                  Licensee Disclosure (check one)

 

 

17        I hereby disclose that the agency status of the licensee

 

18  named below is:

 

 

19       _____  Seller's Agent

20       _____  Seller's Agent – limited service agreement

21       _____  Buyer's Agent

22       _____  Buyer's Agent – limited service agreement

23       _____  Dual Agent

24       _____  None of the above

 


           Affiliated Licensee Disclosure (check one)

 

 

 2        _____Only the licensee's broker and a named supervisory

 

 3  broker have the same agency relationship as the licensee named

 

 4  below. If the other party in a transaction is represented by an

 

 5  affiliated licensee, then the licensee's broker and all named

 

 6  supervisory brokers shall be considered disclosed consensual dual

 

 7  agents.

 

 8        _____All affiliated licensees have the same agency

 

 9  relationship as the licensee named below.

 

10        Further, this form was provided to the buyer or seller

 

11  before disclosure of any confidential information.

 

 

12      ______________________      _____________________

13      Licensee                    Date

14      ______________________      _____________________

15      Licensee                    Date

 

16                           Acknowledgment

 

 

17        By signing below, the parties confirm that they have

 

18  received and read the information in this agency disclosure

 

19  statement and that this form was provided to them before the

 

20  disclosure of any confidential information specific to the

 

21  potential sellers or buyers.

 

 

22      __________________________________        _________________

23      Potential Buyer/Seller (circle one)        Date

24      ___________________________________        _________________

25      Potential Buyer/Seller (circle one)        Date

 

 


 1        (5) On a separate form, the following shall be provided to a

 

 2  client desiring to waive any of the services required under

 

 3  section 2512d(3)(b), (c), and (d) pursuant to a limited service

 

 4  agreement:

 

 

5       SERVICES THAT MAY BE WAIVED ARE AS FOLLOWS:

6       Under Michigan law, a real estate licensee is required to

7       perform certain duties for his or her client unless these

8       services are waived by the client. By signing below, the

9       client agrees that the real estate licensee will not perform

10      the services initialed (only initial the services waived)

11      Sellers may waive:                       Initial if waived:

12      --Acceptance of delivery and presenta-

13         tion of offers and counteroffers

14         to buy, sell, or lease the client's

15         property or the property the client

16         seeks to purchase or lease.            ______    ______

17      --Assistance in developing, communica-

18         ting, negotiating, and presenting

19         offers, counteroffers, and related

20         documents or notices until a purchase

21         or lease agreement is executed by all

22         parties and all contingencies are

23         satisfied or waived.                   ______    ______

24      --After execution of a purchase

25         agreement by all parties,

26         assistance as necessary to complete

27         the transaction under the terms

28         specified in the purchase agreement.   ______    ______

29      Buyers may waive:

30      --Acceptance of delivery and presenta-


1          tion of offers and counteroffers

2          to buy, sell, or lease the client's

3          property or the property the client

4          seeks to purchase or lease.            ______    ______

5       --Assistance in developing, communica-

6          ting, negotiating, and presenting

7          offers, counteroffers, and related

8          documents or notices until a purchase

9          or lease agreement is executed by all

10         parties and all contingencies are

11         satisfied or waived.                   ______    ______

12      --After execution of a purchase

13         agreement by all parties,

14         assistance as necessary to complete

15         the transaction under the terms

16         specified in the purchase agreement.   ______    ______

17                          Agreement to Waive

18      By signing below, I agree that the real estate licensee

19      who represents me will not provide the services that are

20      initialed above. I also understand that in any proposed 

21      real estate transaction, no other real estate licensee

22      is required to provide the waived services unless I

23      subsequently hire them to do so, and realize that I may

24      need to hire other professionals such as an attorney.

25      _________________________________       ____________________

26      Seller or Buyer                                         Date

27      _________________________________       ____________________

28      Seller or Buyer                                         Date

29      _________________________________       ____________________

30      Real Estate Broker or Salesperson                       Date

31      _________________________________

32      Brokerage Name

 

 


 1        (6) (3) This article does not prevent a licensee from acting

 

 2  as a transaction coordinator upon proper notice to all parties to

 

 3  a real estate transaction.

 

 4        (7) (4) A broker and a client may enter into a designated

 

 5  agency agreement. In the absence of a written designated agency

 

 6  agreement, a client is considered to have an agency relationship

 

 7  with the broker and all affiliated licensees.

 

 8        (8) (5) A designated agency agreement shall contain the name

 

 9  of all associate brokers who are authorized to act as supervisory

 

10  brokers. If designated agents who are affiliated licensees

 

11  represent different parties in the same real estate transaction,

 

12  the broker and all supervisory brokers are considered disclosed

 

13  consensual dual agents for that real estate transaction.

 

14  Designated agents who are affiliated licensees representing

 

15  different parties in the same transaction shall notify their

 

16  clients that their broker represents both buyer and seller before

 

17  an offer to purchase is made or presented.

 

18        (9) (6) Except as otherwise provided in subsection (5) (8),

 

19  a client with a designated agency agreement is not considered to

 

20  have an agency relationship with any affiliated licensees of the

 

21  designated agent. Two designated agents who are affiliated

 

22  licensees may each represent a different party in the same

 

23  transaction and shall not be considered dual agents. The

 

24  designated agent's knowledge of confidential information of a

 

25  client is not imputed to any affiliated licensee not having an

 

26  agency relationship with that client.

 

27        (10) (7) A designated agent shall not disclose confidential

 


 1  information of a client to any licensee, whether or not an

 

 2  affiliated licensee, except that a designated agent may disclose

 

 3  to any supervisory broker confidential information of a client

 

 4  for purposes of seeking advice or assistance for the benefit of

 

 5  the client. A licensee who represents a client in an agency

 

 6  capacity does not breach any duty or obligation owed to that

 

 7  client by failing to disclose to that client information obtained

 

 8  through a present or prior agency relationship.

 

 9        (11) (8) A listing agreement or a buyer's agency agreement

 

10  may be amended to establish a designated agency relationship, to

 

11  change a designated agent, or to change supervisory brokers at

 

12  any time pursuant to a written addendum signed by the parties.

 

13        (12) (9) As used in this section:

 

14        (a) "Affiliated licensees" means individuals licensed as

 

15  salespersons or associate brokers who are employed by the same

 

16  broker.

 

17        (b) "Buyer" means a purchaser, tenant, or lessee of any

 

18  legal or equitable interest in real estate.

 

19        (c) "Buyer's agent" means a licensee acting on behalf of the

 

20  buyer in a real estate transaction who undertakes to accept the

 

21  responsibility of serving the buyer consistent with those

 

22  fiduciary duties existing under common law.

 

23        (d) "Designated agent" means an individual salesperson or an

 

24  associate broker who is designated by the broker as the client's

 

25  legal agent pursuant to a designated agency agreement.

 

26        (e) "Designated agency agreement" means a written agreement

 

27  between a broker and a client in which an individual salesperson

 


 1  or associate broker affiliated with that broker is named as that

 

 2  client's designated agent.

 

 3        (f) "Dual agent" means a licensee who is acting as the agent

 

 4  of both the buyer and the seller and provides services to

 

 5  complete a real estate transaction without the full range of

 

 6  fiduciary duties owed by a buyer's agent and a seller's agent.

 

 7        (g) "Real estate transaction" means the sale or lease of any

 

 8  legal or equitable interest in real estate where the interest in

 

 9  real estate consists of not less than 1 or not more than 4

 

10  residential dwelling units or consists of a building site for a

 

11  residential unit on either a lot as defined in section 102 of the

 

12  land division act, 1967 PA 288, MCL 560.102, or a condominium

 

13  unit as defined in section 4 of the condominium act, 1978 PA 59,

 

14  MCL 559.104.

 

15        (h) "Seller" means the equitable or legal owner of real

 

16  estate.

 

17        (i) "Seller's agent" means a licensee acting on behalf of

 

18  the seller in a real estate transaction who undertakes to accept

 

19  the responsibility of serving the seller consistent with those

 

20  fiduciary duties existing under common law.

 

21        (j) "Supervisory broker" means an associate broker

 

22  designated in a written agency agreement to act in a supervisory

 

23  role in an agency relationship.

 

24        (k) "Transaction coordinator" means a licensee who is not

 

25  acting as the agent of either the buyer or the seller.

 

26        Enacting section 1. This amendatory act does not take effect

 

27  unless Senate Bill No.____ or House Bill No. 4416(request no.

 


 1  01803'07) of the 94th Legislature is enacted into law.

 

 2        Enacting section 2. This amendatory act takes effect July 1,

 

 3  2007.