Register for your UL

👩‍💼 UL – Unlicensed Assistant Process

For admin or marketing help who do not hold a real-estate license.

Steps:

1. Confirm UL scope → clerical, scheduling, marketing materials without specific property discussion.

2. Draft role description → clearly list only TREC-approved non-licensed activities.

3. Sign confidentiality + comp agreement → payroll/W-9, no commissions allowed.

4. Train on boundaries → cannot cold-call, show homes, or discuss contract terms.

5. Register with your brokerage HR (not TREC; no license required).