Roxy Edge, Real Estate serving all of Los Angeles  (Dream Home Estates - Beverly Hills, CA)

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Fred Griffin Florida Real Estate
Fred Griffin Real Estate - Tallahassee, FL
Licensed Florida Real Estate Broker


     You say there is a transaction... if there are other Brokers or Agents involved in the "transaction", and you are NOT involved in said transaction....  You may be construed as interfering in that transaction.  Check with your State's real estate licensing board. 

Jun 13, 2016 12:36 PM
Kathleen Luiten
Resort and Second-Home Specialist - Princeville, HI
Kauai Luxury Ocean Home Sales

Fred Griffin gave the answer I was about to post.

Jun 13, 2016 06:22 PM
Jeff Dowler, CRS
eXp Realty of California, Inc. - Carlsbad, CA
The Southern California Relocation Dude

Are you asking about a Preliminary Title report (that may be a CA term)? I would be very cautious, and as others have said this could be problematic. And if you are not involved in the transaction then it could be interference with the parties in the transaction. I would chat wiht your broker, too

Jun 13, 2016 12:53 PM
Jennifer Mackay
Counts Real Estate Group, Inc. - Panama City, FL
Your Bay County Florida Realtor 850.774.6582

Transaction? Fred Griffin has my vote for the answer

Jun 13, 2016 09:05 PM
Praful Thakkar
LAER Realty Partners - Andover, MA
Andover, MA: Andover Luxury Homes For Sale

Roxy Edge - if you are not their agent, you should stay away perhaps. Just my two cents.

Jun 13, 2016 04:49 PM
Roxy Edge
Dream Home Estates - Beverly Hills, CA - Los Angeles, CA
Real Estate serving all of Los Angeles

Wow, thank you to all.  Great advice.

Jun 13, 2016 01:30 PM
Noah Seidenberg
Coldwell Banker - Evanston, IL
Chicagoland and Suburbs (800) 858-7917

I would be careful. Doing a CMA is usually a free service in the hopes of getting a listing. I would ask some questions as to where this could lead.

Jun 13, 2016 12:55 PM
Larry Johnston
Broker, Friends & Neighbors Real Estate and Elkhart County Subdivisions, LLC - Elkhart, IN
Broker,Friends & Neighbors Real Estate, Elkhart,IN

I noticed you already have some great answers, such as Nestor & Katerina Gasset  and Fred Griffin .  They both have good advice.

Jun 13, 2016 12:43 PM
Katerina Gasset
The Gasset Group & Get It Done For Me Virtual Services - Provo, UT
Amplify Your Real Estate & Life Dreams!

It depends on your state laws. In Florida to do anything more than a CMA constitutes an Appraiser's license. So be careful what you are calling it. You can say Brokers' Price Opinion. 

Jun 13, 2016 12:18 PM
Kristen Correa, Broker
Kristen Correa Real Estate & Reedy Creek Realty Services - Keller, TX
I love coffee & real estate. I am out of coffee!

Wow. 13+ years. This has never happened. I would have to ask a few questions first before I would just pop out free market info including sales prices, if that's what they are asking for. I would say (I'm in TX) you can, but proceed with caution, as you must provide IABS first (Info about brokerage services, required by law) and the question after that becomes then what is the status of your relationship? (After they understand who reps who, are they willing to become a client vs. just a customer) and then you proceed with a charge or not from there. What else plays a factor? If you are in a sales price disclosure state or not. If you are in a non-disclosure state (like TX) then they really need to be in an agency relationship with your first - your client.

Jun 13, 2016 12:10 PM
Barbara Todaro
RE/MAX Executive Realty - Happily Retired - Franklin, MA
Previously Affiliated with The Todaro Team

if there's a transaction in progress, you'd better stay out of's interfering with the transaction....that's illegal....

Jun 14, 2016 02:08 AM
Sandy Padula & Norm Padula, JD, GRI
HomeSmart Realty West & Florida Realty Investments - , CA
Presence, Persistence & Perseverance

Fred Griffin is spot on with his answer. Step away on this request.

Jun 14, 2016 01:22 AM
Lyn Sims
Schaumburg, IL
Real Estate Broker Retired

I'm going with Fred on this one. Do not get involved in the transaction if there are 2 agents involved.

Jun 13, 2016 11:36 PM
Wayne Martin
Wayne M Martin - Chicago, IL
Real Estate Broker - Retired

Are you currently working with an agent? If so, why not ask them? My time is important to me and I do not work for free! 

Jun 13, 2016 11:02 PM
Tony and Suzanne Marriott, Associate Brokers
Serving the Greater Phoenix and Scottsdale Metropolitan Area - Scottsdale, AZ
Haven Express @ Keller Williams Arizona Realty

Preliminary report?


Title prelim?


Jun 13, 2016 09:52 PM
Nina Hollander, Broker
Coldwell Banker Realty - Charlotte, NC
Your Greater Charlotte Realtor

I don't understand what "preliminary report" refers to. If there is a live transaction with other agents involved, you should not be involved.

Jun 13, 2016 08:55 PM
Ron and Alexandra Seigel
Napa Consultants - Carpinteria, CA
Luxury Real Estate Branding, Marketing & Strategy


You have some great answers here. We always had a prelim on properties we listed as part of our file.  If another agent asked for it, I would share a copy.  Each state is different, however.  A

Jun 13, 2016 03:36 PM
Tammy Lankford,
Lane Realty Eatonton, GA Lake Sinclair, Milledgeville, 706-485-9668 - Eatonton, GA
Broker GA Lake Sinclair/Eatonton/Milledgeville

Does your office policy address this matter?  If not discuss with your broker. Some agents in my office do BPOs.

Jun 13, 2016 02:29 PM
Sam Shueh
(408) 425-1601 - San Jose, CA
mba, cdpe, reopro, pe

It is not free. Title company pays a fee. You need to think twice on it.

Suggest you ask their agent to handle it.

Jun 13, 2016 01:53 PM
Ryan Huggins - Thousand Oaks, CA - Thousand Oaks, CA
Residential Real Estate and Investment Properties

If there is a transaction in place that you are not involved in, I'd steer clear unless the person asking is one of the agents.  Your profile lists you as a realtor and prelims are in the realm of title, so I'm a bit confused as to why they are asking you for it in the first place.  As a fellow "Greater LA area" person (ok, I'm LA adjacent but play in "North County" a lot), I'd recommend steering clear of this entirely.

Jun 14, 2016 01:26 PM
Bob Crane
Woodland Management Service / Woodland Real Estate, KW Diversified - Stevens Point, WI
Forestland Experts! 715-204-9671

What kind of report?  Are you somebodies agent in the the transaction? If not then why do you have this report?

I am confused here...

But if you are not an agent in the transaction and somone has not commissioned you to write the report then it may be yours to sell, otherwise probably not.

We write lots of reports for our clients, but the first rule is that the report belongs to the clients, we cannot sell that info to another person or give it away without the clients written permission.

Jun 14, 2016 06:25 AM
Shawn and Angela Miller
Berkshire Hathaway HomeServices Amabassador Real Estate - Lincoln, NE
Lincoln and Omaha, NE REALTORS®

Fred nailed it on that question.  In a similar situation we've had, in the past, a couple  aquaintences start the process of purchasing a FSBO by themselves.  They would call us and need help on the purchase agreement or are having issues dealing with the seller. We simply tell them that since they already started the process with the FSBO sellers without us, we cannot get involved.  Not losing my license over that!

Jun 14, 2016 12:38 AM
Harry F. D'Elia III
WEDO Real Estate and Beyond, LLC - Phoenix, AZ
Investor , Mentor, GRI, Radio, CIPS, REOs, ABR

If it is not your transaction, then I would stay out of it. Just my opinion.

Jun 14, 2016 12:33 AM
Bob Betel
Allstar Home Mortgage, Inc. - Sweetwater, TN
President, Allstar Home Mortgage, Inc

I would refer them to the agents that are part of the transaction.

Jun 14, 2016 12:27 AM
Michael Setunsky
Woodbridge, VA
Your Commercial Real Estate Link to Northern VA

Roxy Edge I've done reports, but at the agents request not the buyer or seller's. You can charge on a consulting basis, but like Fred Griffin stated, if other agents are involved and the request is from a buyer or seller stay away.

Jun 13, 2016 11:41 PM
Gita Bantwal
RE/MAX Centre Realtors - Warwick, PA
REALTOR,ABR,CRS,SRES,GRI - Bucks County & Philadel

Check with your broker and state laws.

Jun 13, 2016 11:40 PM
Michael Jacobs
Pasadena, CA
Pasadena And Southern California 818.516.4393

 Hi Roxy -- I see you are in Los Angeles also.  When I saw preliminary report my mind went to preliminary title report(as I see Jeff Dowler CRS did as well).  You also mention a transaction -- so if you're not involved -- I'd likely stay away but there seems to be underlying issues that may or may not be a part of this question.   It may be time to discuss this situation with your broker.  Good luck.  

Jun 13, 2016 11:35 PM
Scott Godzyk
Godzyk Real Estate Services - Manchester, NH
One of the Manchester NH's area Leading Agents

It depends if they have their own agent already. If so than I would not furnish anything. If they are not represented, it would depend what they are looking for.

Jun 13, 2016 10:15 PM
Richard Weeks
Dallas, TX
REALTOR®, Broker

I would say it depends on your state law and your brokers policy.

Jun 13, 2016 10:02 PM
Toronto, ON

What do you mean by preliminary report?  It must be something that is local to your jurisdiction.

Jun 13, 2016 09:52 PM
Dorie Dillard Austin TX
Coldwell Banker Realty ~ 512.750.6899 - Austin, TX
NW Austin ~ Canyon Creek and Spicewood/Balcones

I see Fred stepped up to the post with the right answer. If there is a transaction in place and you are not a part of it..I'd keep it that way.

Jun 13, 2016 09:52 PM
Roy Kelley
Retired - Gaithersburg, MD

Follow the rules in your state and have your compensation agreement in writing.

Jun 13, 2016 09:39 PM
Hella M. Rothwell, Broker/Realtor®
Carmel by the Sea, CA
Rothwell Realty Inc. CA#01968433 Carmel-by-the-Sea

Be careful, this might get you into a state of "implied agency" if you are a licensed agent. But above all, are you qualified to do a preliminary report such as the ones that Title companies provide? Is this the expectation of this "non" client? Hope you have good E&O insurance. If you do come to an agreement and get paid, make sure the check is made out to your broker--whom you should run this by because the broker is liable as well for your actions. IMHO.

Jun 13, 2016 09:36 PM
James Dray
Fathom Realty - Bentonville, AR

In my State if they make the contact then yes, but why would you? 

Jun 13, 2016 09:34 PM
Inna Ivchenko
Barcode Properties - Encino, CA
Realtor® • GRI • HAFA • PSC Calabasas CA

I'd forward them to my title rep. They might agree to do it for a flat fee. Usually a listing agent orders prelim when the listing is signed. It is complementary, since title expect to get a business with the offer is accepted. 

Jun 13, 2016 05:11 PM
Rose Mary Justice
Synergy Realty Pros - Dandridge, TN
Synergy Realty Pros

When in doubt ask your broker.

Jun 13, 2016 02:25 PM
Lise Howe
Keller Williams Capital Properties - Washington, DC
Assoc. Broker in DC, MD, VA and attorney in DC

You have gotten great answers 

Jun 13, 2016 01:54 PM
John Pusa
Glendale, CA

Roxy Edge It depends on the client and the area. Check with your broker.

Jun 13, 2016 01:30 PM
Mike Rock
Complete Design - Granite Bay, CA
Granite Bay Luxury New Construction...For Less

i would dig further and see or ask why they need a report... is there an opportunity to serve? without going over the line, if there is a line

Jun 13, 2016 01:14 PM
Richie Alan Naggar
people first...then business Ran Right Realty - Riverside, CA
agent & author

When someone supplies a service charges are forthcoming. Subjective 4 sure

Jun 13, 2016 12:10 PM