Oregon Broker PSI Practice Exam

How should a real estate agent respond to a client requesting information outside the agent's expertise?

1. Provide the best answer available

2. Advise them to seek expert advice related to the information

3. Conduct research to find the answer

4. Redirect them to another agent

The correct answer is: Advise them to seek expert advice related to the information

When a client requests information that falls outside a real estate agent's expertise, the most professional and ethical response is to advise them to seek expert advice related to the information. This approach maintains the integrity of the agent-client relationship and ensures that the client receives accurate, reliable information from a qualified source. Recognizing the limits of one's expertise is crucial in any professional field, especially in real estate, where various topics may require specialized knowledge, such as legal issues, tax implications, or property inspections. By directing the client to an appropriate expert—whether that be a lawyer, accountant, or other relevant professional—the agent demonstrates a commitment to the client's best interests and fosters trust. Providing an answer, even if well-intentioned, can lead to misinformation, which could ultimately affect the client's decision-making. Similarly, conducting research might not yield reliable results due to the complexity and specificity of certain topics. Redirecting the client to another agent might not be necessary if the agent can offer a simple direction to an appropriate expert. By encouraging the client to consult specialists, the agent not only ensures that the client gets accurate information but also positions themselves as a trustworthy resource who prioritizes the client's needs over simply providing an answer.