Real Estate Marketing Compliance Checklist

Ensure your real estate marketing strategy adheres to all legal and industry regulations with this comprehensive list of compliance tasks. This checklist breaks down the fundamental sections that you need to consider for an effective, lawful, and successful real estate marketing campaign.

Advertising Regulations

All advertising materials comply with fair-housing laws
No false or misleading statements are included
All property details are accurately represented
All demographic descriptions are non-discriminatory
Use of intellectual property rights is properly authorized

Data Privacy & Security

Privacy policy is updated and clear to users
All user data is securely stored and protected
Data collection practices are compliant with GDPR and other data protection laws
Client consent is obtained before data collection
Complaint handing procedures related to data privacy are in place

Online Presence

Websites and social media are compliant with all privacy regulations
All online content is accurate and complies with fair-housing laws
All online advertising is identified as an advertisement
Employer branding is consistently portrayed across all platforms
All employee social media activity related to work is compliant with company regulations

MLS Compliance

All MLS listings are accurate and up-to-date
All MLS listings comply with fair-housing laws
All marketing materials include accurate MLS numbers
All communications regarding MLS listings are accurate
No unauthorized use of MLS information has occurred

Email Marketing

All email marketing complies with CAN-SPAM Act
Opt-out option is clearly provided in every email
Email recipient lists are up-to-date and cleaned regularly
Subject lines are not misleading
All email content is carefully reviewed for compliance before sending

Code of Ethics Compliance

Adherence to ethical standards set by industry organizations.
Conduct of all marketing activities with integrity and professionalism.
Avoidance of unethical practices such as misrepresentation or manipulation.

Review and Approval Process

Establishment of process for reviewing and approving marketing materials.
Involvement of relevant stakeholders in the review process.
Documentation of review and approval for future reference.

Ongoing Training and Education

Provision of training and educational resources on marketing compliance.
Staying informed about changes to laws, regulations, and industry guidelines.
Encouragement of continuous learning and professional development.

Recordkeeping

Maintenance of records of all marketing materials.
Retention of records of compliance reviews, approvals, and corrective actions.
Organization and accessibility of records for auditing purposes.

Prepared By: [Your Name]