Not sure how to provide the IABS form in an email? Here’s the answer

If you choose to provide the Information About Brokerage Services form via email, you’re allowed to link to it as long as you make a reference to the form in the body of the email. (That’s the part above the signature block—your name and contact information.)

Create an email signature that references and links to the IABS form above your name. Then every email you create will automatically include the required notice in accordance with TREC rules.

Here’s an example of an email signature that correctly links to the IABS form.

Texas law requires all license holders to provide the Information About Brokerage Services form to prospective clients.

Thanks,
Jane Doe, REALTOR®
1234 Main St.
800-555-1212

The email signature below is not in compliance with TREC rules regarding the IABS form, because the form is not referenced in the body of the email—above the name and contact information.

Thanks,
Jane Doe, REALTOR®
1234 Main St.
800-555-1212

Texas Real Estate Commission Information About Brokerage Services

Note: The link in these examples goes to texasrealestate.com for illustrative purposes. You should link to a copy of the IABS form that’s completed with your information.

For more information about properly providing the Information About Brokerage Services form, visit the Texas Real Estate Commission’s website.

About Texas Association of REALTORS®

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11 Responses to Not sure how to provide the IABS form in an email? Here’s the answer

  1. David J Davis says:

    I think you should also be aware that the link cannot appear to be part of a Signature. I realize that technically (within the mail client) that it is being done that way, but the rules require the link to be part of the communication, and specifically dis-allow it being part of the signature of the communication.

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  2. Chip Staniswalis says:

    In addition, the IABS should not be provided without all of the appropriate information included at the bottom of the form included.

    Liked by 1 person

  3. This is all about what constitutes “delivery” of the IABS to a potential client. The absolutely correct way to deliver the form in an email is to make reference to “sending a copy” of the form in whatever words you choose to use, but only in the body of the email. The long winded phrase “Texas law requires all license holders to provide the Information About Brokerage Services form to prospective clients” and others that seem to go on forever are not required. After informing your email recipient that this email is to deliver the form, you are required to use the terminology “Texas Real Estate Commission Information About Brokerage Services” if providing a link to YOUR and only YOUR Info About Brokerage Services form. This means a completed form with all the applicable information filled in. Note: Filling in the Broker’s name on the Designated Supervisor line is redundant. A blank line or one with N/A means you default to the Broker’s name who is always the Supervisor of Agents. Never link to TREC’s website and let your client go to a form with no information about the Brokerage sending this form. Also, it does not constitute “delivery”.
    The BEST way to deliver the IABS is to tell the client in the body of the email that you are attaching as a “.pdf” Information About Brokerage Services to the email. They have the option of printing it, initialing the form and sending or handing you a copy when next you meet them. Finally, you now have the opportunity to go to your SEND folder in your email program and print the email you just sent your client. It will be dated, timed, and will reflect the .pdf attachment. (NOTE: after scanning your individual IABS onto your desktop, name it, for example LastName IABS). Take this copy and place it in your new client’s folder. THIS WILL CONSTITUTE DELIVERY of the IABS and make TREC’s Investigator smile should he/she ever need to review that file. When and If the client ever gives the initialed copy to you, simply put it in the same folder. Both shows TREC you know what you’re doing.

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    • David J Davis says:

      Larry, It seems to me that somewhere, I read that attaching the pdf is not sufficient. Do you have the rule that says you can do that?

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  4. Rosalinda Tomlin says:

    The link that you provide as being in compliance doesn’t take the consumer to the IABS. It takes them to the TAR website. I notice this link in many emails but when you click to view – goes to TAR website and not easy at all for the consumer to navigate and look for the IABS.

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    • Rosalinda …… You are referencing the EXAMPLE that TAR used in their explanation of how to place it correctly.
      They put this Note in the explanation. Good luck. Try Classroom CE for your next renewal.

      From ABOVE:
      “Note: The link in these examples goes to texasrealestate.com for illustrative purposes. You should link to a copy of the IABS form that’s completed with your information.”

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      • Rosalinda Tomlin says:

        Sorry – jumped the gun when i sent email! I read down and and saw that the link was an example – realized it almost immediately. Clicked on the send button too quick! Yikes.

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  5. food4thought2010 says:

    Article explained itself well – for that, thank you. But…

    Instead of helping clients with purchasing and selling homes (i.e. providing a quality service), Real Estate agents are tasked with menial, pointless, paper-pushing duties like making sure a link is in a correct position of an email (that buyers/sellers never click on), or that a statement or heading is properly worded (which clients never read), among other trivial “responsibilities”.

    Perhaps the red-stamping bureaucrats should find an actual job instead of telling others how to do there’s and wasting valuable time and money.

    As a buyer/seller, I’d rather my agent spend more time consulting and helping me purchase/sell, not dotting i’s and crossing t’s to satisfy ridiculous, worthless “standards” of bureaucrats and attorneys.

    My intention was not to offend; but if you found yourself offended, then you may be part of the growing problem.

    Liked by 1 person

  6. Gloria Oquinn says:

    It is to my understanding to retrieve the form, complete as instructed save it to your computer, go to your website and download it to your website. Remember all clients are not as computer literate. We can’t get so caught up in technology, and forget, some of our clients are not always successful in computer technology. We must have it available simple. G. O’Quinn,Licensee,Degreed,Realtor,
    AAS,BSCJ,MSAJ,
    “Realtor with a Master’s in Justice”

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  7. Caroline says:

    This is not compliant with TREC.

    Like

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