NREI 110 Legal Referrals and Limited Representation

Course Description

This course is designed to instruct the participant on the limits and extent of the role of the counselor, attorney(s), conciliators, and others involved in the County Residential Mortgage Diversion Program; how to identify and refer legal matters as they arise; and to explain the concept and effect of limited representation when used in foreclosure-related matters.

Learning Objectives:

Increase knowledge of:

· The limits and boundaries of the roles of relevant parties in County Residential Mortgage Diversion Programs

· How to identify legal impediments

· When and how to make a legal referral

· Boundaries and limits of communications and sharing information in client-privileged relationships

· The concept of limited representation

· Communicating the boundaries of limited representation to the consumer

The participant will learn:

* To understand the roles of relevant parties to real-estate or mortgage-related matters

* To understand the participant’s obligations and limitations with respect to the consumer

* How to identify questionable practices, legal impediments, and issues where legal advice is needed

* To understand the limits of communication and collaboration within the confines of a privileged relationship

* How to work among various parties , particularly in the context of their various roles

* To understand the concept of limited representation

* How to communicate the concept of limited representation to the consumer