New Mexico Register / Volume XXXI, Issue 23 / December 15, 2020
This is an amendment to 16.61.20 NMAC, Section 8,
effective 1/3/2021.
16.61.20.8 REQUIREMENTS:
A. [Any
transaction coordinator performing activities that require a New Mexico real
estate license, including offering and negotiating contracts and leases, must
hold a current real estate license issued by the real estate commission.] Any transaction coordinators involved in
real estate transactions in New Mexico including transaction coordinators from
other states must have a New Mexico broker’s license.
B. A transaction
coordinator performing activities for a brokerage under one ownership is not
required to have a qualifying broker’s license provided that the transaction
coordinator is under the direct supervision of a qualifying broker of that same
brokerage.
C. Any transaction
coordinator providing services for multiple brokerages other than the
transaction coordinator’s own brokerage must hold a current New Mexico
qualifying broker’s license.
D. Any transaction
coordinator providing services for a brokerage other than the transaction
coordinator’s own brokerage must have a [transaction-specific] written
agreement with the qualifying broker of the brokerage for which those
transaction coordinator services are being provided that details the services
being provided by the transaction coordinator and any compensation being paid
to the transaction coordinator for those services.
E. A broker who
engages the services of a transaction coordinator [to perform activities
that may require a real estate license] whether within the broker’s
brokerage or outside the broker’s brokerage, shall be responsible for
disclosing the name(s) of the transaction coordinator, in writing, to the
buyer, seller and brokers in the transaction.
F. A broker who
hires a transaction coordinator must have a [transaction-specific]
written agreement with that broker’s qualifying broker detailing the services
being provided by the transaction coordinator and any compensation being paid
to the transaction coordinator for those services, including written
authorization that the transaction coordinator may be paid by the associate
broker who has hired him or her.
G. A broker who
hires a transaction coordinator remains responsible for the transaction; the
hiring of a transaction coordinator in no way eliminates or mitigates the
broker’s responsibilities or obligations to the broker’s customer or client or
to other brokers and parties to the transaction.
H. [Transaction
coordinators may owe the following broker duties:] A transaction coordinator
owes broker duties as delineated in 16.61.19.8 NMAC.
[(1) If a transaction coordinator does
not hold a real estate license and is not performing duties that require a real
estate license, no broker duties are owed.
(2) If
a transaction coordinator performs duties that require a real estate license,
but only works for the broker that hired the transaction coordinator and has no
interaction with the broker’s customer or client or other brokers involved in
the transaction, the transaction coordinator owes the broker duties under
paragraphs (1) through (5) of Subsection A of 16.61.19.8 NMAC, as follows.
(a) Honesty
and reasonable care and ethical and professional conduct;
(b) Compliance
with local, state, and federal fair housing and anti-discrimination laws, the
New Mexico real estate license law and the Real Estate Commission rules, the
New Mexico Uniform Owner Resident Relations Act, and other applicable local,
state, and federal laws and regulations;
(c) Performance
of any and all written agreements made with the prospective buyer, seller,
landlord (owner) or occupant;
(d) Written
disclosure of any potential conflict of interest or any other written agreement
that the broker has in the transaction including but not limited to:
(i) Any written brokerage relationship
the broker has with any other parties to the transaction or;
(ii) Any
material interest or relationship of a business, personal, or family nature
that the broker has in the transaction;
(iii) Any
written agreement the broker has with a transaction coordinator who will be
providing brokerage services related to the transaction.
(e) Written
disclosure of any adverse material facts actually known by the associate broker
or qualifying broker about the property or the transaction, or about the
financial ability of the parties to the transaction to complete the
transaction; adverse material facts requiring disclosure do not include any
information covered by federal fair housing laws or the New Mexico Human Rights
Act.
(3) If
a transaction coordinator performs duties that require a real estate license
and works directly with a customer or client or other brokers and parties
involved in the transaction, the transaction coordinator owes the following
broker duties listed under paragraphs (1) through (5) of Subsection A of
16.61.19.8 NMAC listed in the preceding subparagraphs (a) through (e); and
paragraphs (5) (7) and (8) of Subsection B of 16.61.19.8 NMAC, as follows.]
[(a)] (1) The broker shall maintain any confidential information
learned in the course of any prior agency relationship unless the disclosure is
with the former principal’s written consent or is required by law;
[(b)]
(2) Unless otherwise
authorized in writing, a broker who is directly providing real estate services
to a seller/owner shall not disclose the following to the buyer/occupant in a
transaction:
[(i)]
(a) That the seller/owner has previously indicated they will accept a
sales/lease price less than the asking or listed price of a property;
[(ii)] (b) That
the seller/owner will agree to financing terms other than those offered;
[(iii)] (c) The seller/owner’s
motivations for selling/leasing; or
[(iv)] (d) Any other information the seller/owner has requested in writing
remain confidential, unless disclosure is required by law;
[(c)]
(3) Unless
otherwise authorized in writing, a broker who is directly providing real estate
services to a buyer/tenant shall not disclose the following to the seller/owner
in the transaction:
[(i)]
(a) That the buyer/tenant has previously indicated they will pay a
price greater than the price submitted in a written offer;
[(ii)] (b) The buyer/tenant’s motivation for buying/leasing; or
[(iii) Any other information the buyer has requested in writing
remain confidential, unless disclosure is required by law.]
[16.61.20.8 NMAC - N, 1/1/2019; A, 1/3/2021]