$7.00
Compliance Without the Guesswork
Foundations / Growth & Optimization / Lead Generation
A practical compliance survival kit for recognizing risk, checking the rules, and knowing when not to guess.
Course overview
Inside this course
You're starting to put yourself out there with posts, texts, flyers, and neighborhood conversations, but you're not sure where the invisible lines are. As a new agent, you don't yet know which words, claims, images, targeting choices, or missing disclosures push a message into higher risk, so it's hard to catch a problem in your own drafts before you hit publish.
This is where a repeatable pre-check changes how you work, giving you a consistent way to run any public message through the real risk lanes before it goes live instead of guessing. Using a review that covers content and claims, paid-ad targeting, and outreach and disclosures, you'll be better prepared to check your own marketing and decide whether to publish, revise, document your support, request authority, or escalate it to the right reviewer at your brokerage.
Fit
Who this course is for
- New agents about to start marketing themselves who want to post, email, text, or hand out flyers but aren't sure which wording or claims could cross a line
- Agents copying other people's posts, testimonials, or 'just sold' graphics who suspect that imitating what everyone else does may not actually keep them out of trouble
- Newly licensed agents who feel unsure how to answer neighborhood, school, or crime questions without accidentally steering or making unsupported claims
- Agents who don't yet know when a message needs their broker's review, what needs approval first, or where to keep proof that it was cleared
- Beginners running or considering paid social ads who realize the risk isn't only in the words but also in audience settings, targeting, and disclosures
Course outcomes
What you'll be able to do
Spot the specific parts of a post, flyer, email, text, or bio that create risk, and name each risk type such as protected-class or steering language, an unsupported claim, a testimonial without support, missing firm identity or disclosure, or no authority to use a listing
Tell the difference between sharing a fact you can support and framing that signals a protected-class preference or steers, so you can handle neighborhood, school, and crime questions without flatly refusing or giving unsupported opinions
Check a paid social ad beyond its visible wording by reviewing audience source, targeting filters, and delivery settings that can create housing-related risk
Decide the right next step for a draft, whether to publish, revise, document support, request authority, add a disclosure, or pause and escalate, and separate what you can fix yourself from what needs a reviewer
Find and follow your own brokerage's required review process and your state and firm disclosure requirements instead of copying what other agents do or relying on one-size-fits-all wording
Build a reusable personal pre-check you can run on real drafts before publishing, and keep the factual support, testimonial source, disclosures, and approval proof that a brokerage review would expect
Module 1Seeing Where Marketing Risk Actually Lives
Seeing Where Marketing Risk Actually Lives
1.1
Why 'Get Your Name Out There' Isn't Enough Anymore
Module 2Fair Housing Language and Judgment
Fair Housing Language and Judgment
2.1
Recognizing Protected-Class and Steering Language
2.2
Handling Neighborhood, School, and Crime Questions Without Steering
Module 3Verifying Claims, Identity, and Authority Before Publishing
Verifying Claims, Identity, and Authority Before Publishing
3.1
Backing Up Claims and Testimonials Before You Publish
3.2
Confirming Firm Identity, Disclosures, and Authority to Advertise
Module 4Targeting, Outreach, and Routing the Decision
Targeting, Outreach, and Routing the Decision
4.1
Why Paid Ad Targeting Is Part of the Ad, Not Separate From It
4.2
Matching Outreach Channel to Its Own Compliance Rules
4.3
Finding Your Brokerage's Required Review Path and Keeping Proof
4.4
Deciding to Publish, Fix, Document, or Escalate
Included
What comes with the course
Course eBook
Guided Practice Activities