Risk Management

Risk Management Resources

Protect your business, reputation, and future success with SDAR’s robust collection of Risk Management Resources. These tools and strategies are designed to help REALTORS® reduce the risk of legal disputes, avoid ethics violations, and navigate complex transactions with confidence. Whether you’re a new agent or a seasoned broker, proactive risk management is essential to long-term success in real estate. Explore key resources including:
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  • Transaction Forms – Access essential documents for compliant, streamlined transactions. SDAR publishes Risk Management Forms designed to give REALTORS® additional ways to manage and reduce legal risk. You can download samples of each, and Question and Answer (Q&A) sheets on the most commonly used. Order C.A.R and SDAR Forms online by logging into Member Services. Get SDAR Risk Management Forms on zipForm®, a FREE benefit to SDAR Members.

    Local transaction forms are available FREE for SDAR REALTOR® members to download. All other San Diego County REALTORS® who wish to download the forms can get them for $69/year through zipForm®.

Insurance Options

Protect yourself and your business with the right coverage.

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Risk Management Training

Stay informed on best practices and emerging legal issues.

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ZipForm® Library

Get digital access to your essential forms anytime, anywhere. zipForm®.
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C.A.R. Forms Advisor™

Find the right form with step-by-step guidance

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C.A.R. Forms Tutor™

Understand how to complete each form properly

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Mediation & Arbitration Services

Resolve disputes efficiently and professionally

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New Residential Purchase Agreement (RPA) Overview

Stay current with form updates and legal changes
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Defensible Space Compliance Documentation (C.A.R. login required)

Ensure wildfire compliance in applicable areas
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