What type of functions is an unlicensed assistant permitted to assist a salesperson or broker with?

An unlicensed assistant is permitted to assist a salesperson or broker primarily with clerical functions. This encompasses a wide range of supportive tasks that do not require a real estate license, such as data entry, scheduling appointments, organizing files, managing correspondence, and performing administrative duties. These activities are key to facilitating the logistical aspects of real estate operations and allow licensed individuals to focus on tasks that demand their expertise and licensing.

Clerical functions play a crucial role in the day-to-day operations of a real estate office, ensuring that everything runs smoothly. The unlicensed assistant can help to streamline processes and maintain organization without engaging in direct transactions or advisory roles, which would require licensing. By sticking to these clerical roles, unlicensed assistants provide valuable support while remaining compliant with real estate regulations.

In contrast, investment strategy analysis, market research and analysis, and property appraisal all involve activities that typically require specialized knowledge and a valid real estate license. Engaging in these tasks could potentially lead to violations of California's real estate licensing laws, reinforcing the importance of clear boundaries regarding the activities permitted for an unlicensed assistant.