01 / Operational summary
Identify whether the conversation has moved beyond general facts into needs, motivation, finances, or negotiating position. Present the Minnesota agency relationships disclosure before collecting confidential information, explain every available relationship, and document delivery.
02 / Field scenario
At an open house, a visitor asks what price the seller would really take and begins describing a pending divorce. Pause the confidential discussion, disclose whom you represent, provide the agency form, and avoid implying that you represent the visitor.
03 / Sample form
Agency Disclosure Delivery Record
Educational facsimile · not an approved form
Training example only. Use current brokerage-approved forms for an actual transaction.
04 / Minnesota authority
The agency relationships disclosure must be provided at first substantive contact. It is a disclosure—not an agency contract—and must precede acquisition of confidential information.
05 / Timing & clocks
- Trigger: first substantive contact, not the first signed offer.
- Treat the first discussion of motivation, price ceiling, or finances as the deadline.
- Retain evidence of delivery and acknowledgment in the transaction file.
06 / Liability controls
- Do not give loyalty-based advice before agency is established.
- Never disclose another party’s confidential information.
- Explain facilitator and dual-agency limitations without steering the choice.