1     
REAL ESTATE AMENDMENTS

2     
2024 GENERAL SESSION

3     
STATE OF UTAH

4     
Chief Sponsor: Calvin R. Musselman

5     
Senate Sponsor: Kirk A. Cullimore

6     

7     LONG TITLE
8     General Description:
9          This bill modifies the Real Estate Code and the Real Estate Licensing and Practices
10     Act.
11     Highlighted Provisions:
12          This bill:
13          ▸     removes the 10-day reporting requirement for criminal convictions;
14          ▸     enhances penalties for violations involving vulnerable adults and adults over a
15     certain age;
16          ▸     modifies licensing fee maximums;
17          ▸     requires the Department of Real Estate to provide notice of a disciplinary
18     proceeding to the principal broker; and
19          ▸     makes technical changes.
20     Money Appropriated in this Bill:
21          None
22     Other Special Clauses:
23          None
24     Utah Code Sections Affected:
25     AMENDS:
26          61-2c-102, as last amended by Laws of Utah 2020, Chapter 72
27          61-2c-402, as last amended by Laws of Utah 2022, Chapter 204

28          61-2f-102, as last amended by Laws of Utah 2017, Chapter 182
29          61-2f-301, as last amended by Laws of Utah 2012, Chapter 166
30          61-2f-401, as last amended by Laws of Utah 2023, Chapter 141
31          61-2f-404, as last amended by Laws of Utah 2016, Chapter 384
32          61-2g-306, as last amended by Laws of Utah 2012, Chapter 166
33     

34     Be it enacted by the Legislature of the state of Utah:
35          Section 1. Section 61-2c-102 is amended to read:
36          61-2c-102. Definitions.
37          (1) As used in this chapter:
38          (a) "Affiliation" means that a mortgage loan originator is associated with a principal
39     lending manager in accordance with Section 61-2c-209.
40          (b) "Applicant" means a person applying for a license under this chapter.
41          (c) "Approved examination provider" means a person approved by the nationwide
42     database or by the division as an approved test provider.
43          (d) "Associate lending manager" means an individual who:
44          (i) qualifies under this chapter as a principal lending manager; and
45          (ii) works by or on behalf of another principal lending manager in transacting the
46     business of residential mortgage loans.
47          (e) "Balloon payment" means a required payment in a mortgage transaction that:
48          (i) results in a greater reduction in the principle of the mortgage than a regular
49     installment payment; and
50          (ii) is made during or at the end of the term of the loan.
51          (f) "Branch lending manager" means an individual who is:
52          (i) licensed as a lending manager; and
53          (ii) designated in the nationwide database by the individual's sponsoring entity as being
54     responsible to work from a branch office and to supervise the business of residential mortgage
55     loans that is conducted at the branch office.
56          (g) "Branch office" means a licensed entity's office:
57          (i) for the transaction of the business of residential mortgage loans regulated under this
58     chapter;

59          (ii) other than the main office of the licensed entity; and
60          (iii) that operates under:
61          (A) the same business name as the licensed entity; or
62          (B) another trade name that is registered with the division under the entity license.
63          (h) "Business day" means a day other than:
64          (i) a Saturday;
65          (ii) a Sunday; or
66          (iii) a federal or state holiday.
67          (i) (i) "Business of residential mortgage loans" means for compensation or in the
68     expectation of compensation to:
69          (A) engage in an act that makes an individual a mortgage loan originator;
70          (B) make or originate a residential mortgage loan;
71          (C) directly or indirectly solicit a residential mortgage loan for another;
72          (D) unless exempt under Section 61-2c-105 or excluded under Subsection (1)(i)(ii),
73     render services related to the origination of a residential mortgage loan including:
74          (I) preparing a loan package;
75          (II) communicating with the borrower or lender;
76          (III) advising on a loan term;
77          (IV) receiving, collecting, or distributing information common for the processing or
78     underwriting of a loan in the mortgage industry; or
79          (V) communicating with a consumer to obtain information necessary for the processing
80     or underwriting of a residential mortgage loan; or
81          (E) engage in loan modification assistance.
82          (ii) "Business of residential mortgage loans" does not include:
83          (A) ownership of an entity that engages in the business of residential mortgage loans if
84     the owner does not personally perform the acts listed in Subsection (1)(i)(i);
85          (B) acting in one or more of the following capacities:
86          (I) a loan wholesaler;
87          (II) an account executive for a loan wholesaler;
88          (III) a loan closer; or
89          (IV) funding a loan; or

90          (C) if employed by a person who owns or services an existing residential mortgage
91     loan, the direct negotiation with the borrower for the purpose of loan modification.
92          (j) "Certified education provider" means a person who is certified under Section
93     61-2c-204.1 to provide Utah-specific prelicensing education.
94          (k) "Closed-end" means a loan:
95          (i) with a fixed amount borrowed; and
96          (ii) that does not permit additional borrowing secured by the same collateral.
97          (l) "Commission" means the Residential Mortgage Regulatory Commission created in
98     Section 61-2c-104.
99          (m) "Community development financial institution" means the same as that term is
100     defined in 12 U.S.C. Sec. 4702.
101          (n) "Compensation" means anything of economic value that is paid, loaned, granted,
102     given, donated, or transferred to an individual or entity for or in consideration of:
103          (i) services;
104          (ii) personal or real property; or
105          (iii) another thing of value.
106          (o) "Concurrence" means that entities given a concurring role must jointly agree for the
107     action to be taken.
108          (p) "Continuing education" means education an individual takes in order to meet the
109     education requirements imposed by Sections 61-2c-204.1 and 61-2c-205 to activate, renew, or
110     reinstate a license under this chapter.
111          (q) "Control," as used in Subsection 61-2c-105(2)(f), means the power to directly or
112     indirectly:
113          (i) direct or exercise a controlling interest over:
114          (A) the management or policies of an entity; or
115          (B) the election of a majority of the directors, officers, managers, or managing partners
116     of an entity;
117          (ii) vote 20% or more of a class of voting securities of an entity by an individual; or
118          (iii) vote more than 5% of a class of voting securities of an entity by another entity.
119          (r) (i) "Control person" means an individual identified by an entity registered with the
120     nationwide database as being an individual directing the management or policies of the entity.

121          (ii) "Control person" may include one of the following who is identified as provided in
122     Subsection (1)(r)(i):
123          (A) a manager;
124          (B) a managing partner;
125          (C) a director;
126          (D) an executive officer; or
127          (E) an individual who performs a function similar to an individual listed in this
128     Subsection (1)(r)(ii).
129          (s) "Depository institution" means the same as that term is defined in Section 7-1-103.
130          (t) "Director" means the director of the division.
131          (u) "Division" means the Division of Real Estate.
132          (v) "Dwelling" means a residential structure attached to real property that contains one
133     to four family units including any of the following if used as a residence:
134          (i) a condominium unit;
135          (ii) a cooperative unit;
136          (iii) a manufactured home; or
137          (iv) a house.
138          (w) "Employee":
139          (i) means an individual:
140          (A) whose manner and means of work performance are subject to the right of control
141     of, or are controlled by, another person; and
142          (B) whose compensation for federal income tax purposes is reported, or is required to
143     be reported, on a W-2 form issued by the controlling person; and
144          (ii) does not include an independent contractor who performs duties other than at the
145     direction of, and subject to the supervision and instruction of, another person.
146          (x) "Entity" means:
147          (i) a corporation;
148          (ii) a limited liability company;
149          (iii) a partnership;
150          (iv) a company;
151          (v) an association;

152          (vi) a joint venture;
153          (vii) a business trust;
154          (viii) a trust; or
155          (ix) another organization.
156          (y) "Executive director" means the executive director of the Department of Commerce.
157          (z) "Federal licensing requirements" means Secure and Fair Enforcement for Mortgage
158     Licensing, 12 U.S.C. Sec. 5101 et seq.
159          (aa) "Foreclosure rescue" means, for compensation or with the expectation of receiving
160     valuable consideration, to:
161          (i) engage, or offer to engage, in an act that:
162          (A) the person represents will assist a borrower in preventing a foreclosure; and
163          (B) relates to a transaction involving the transfer of title to residential real property; or
164          (ii) as an employee or agent of another person:
165          (A) solicit, or offer that the other person will engage in an act described in Subsection
166     (1)(aa)(i); or
167          (B) negotiate terms in relationship to an act described in Subsection (1)(aa)(i).
168          (bb) "Inactive status" means a dormant status into which an unexpired license is placed
169     when the holder of the license is not currently engaging in the business of residential mortgage
170     loans.
171          (cc) "Lending manager" means an individual licensed as a lending manager under
172     Section 61-2c-206 to transact the business of residential mortgage loans.
173          (dd) "Licensee" means a person licensed with the division under this chapter.
174          (ee) "Licensing examination" means the examination required by Section 61-2c-204.1
175     or 61-2c-206 for an individual to obtain a license under this chapter.
176          (ff) "Loan modification assistance" means, for compensation or with the expectation of
177     receiving valuable consideration, to:
178          (i) act, or offer to act, on behalf of a person to:
179          (A) obtain a loan term of a residential mortgage loan that is different from an existing
180     loan term including:
181          (I) an increase or decrease in an interest rate;
182          (II) a change to the type of interest rate;

183          (III) an increase or decrease in the principal amount of the residential mortgage loan;
184          (IV) a change in the number of required period payments;
185          (V) an addition of collateral;
186          (VI) a change to, or addition of, a prepayment penalty;
187          (VII) an addition of a cosigner; or
188          (VIII) a change in persons obligated under the existing residential mortgage loan; or
189          (B) substitute a new residential mortgage loan for an existing residential mortgage
190     loan; or
191          (ii) as an employee or agent of another person:
192          (A) solicit, or offer that the other person will engage in an act described in Subsection
193     (1)(ff)(i); or
194          (B) negotiate terms in relationship to an act described in Subsection (1)(ff)(i).
195          (gg) (i) "Mortgage loan originator" means an individual who, for compensation or in
196     expectation of compensation:
197          (A) (I) takes a residential mortgage loan application;
198          (II) offers or negotiates terms of a residential mortgage loan for the purpose of:
199          (Aa) a purchase;
200          (Bb) a refinance;
201          (Cc) a loan modification assistance; or
202          (Dd) a foreclosure rescue; or
203          (III) directly or indirectly solicits a residential mortgage loan for another person; and
204          (B) is licensed as a mortgage loan originator in accordance with this chapter.
205          (ii) "Mortgage loan originator" does not include a person who:
206          (A) is described in Subsection (1)(gg)(i), but who performs exclusively administrative
207     or clerical tasks as described in Subsection (1)(i)(ii)(A);
208          (B) (I) is licensed under Chapter 2f, Real Estate Licensing and Practices Act;
209          (II) performs only real estate brokerage activities; and
210          (III) receives no compensation from:
211          (Aa) a lender;
212          (Bb) a lending manager; or
213          (Cc) an agent of a lender or lending manager; or

214          (C) is solely involved in extension of credit relating to a timeshare plan, as defined in
215     11 U.S.C. Sec. 101(53D).
216          (hh) "Nationwide database" means the Nationwide Mortgage Licensing System and
217     Registry, authorized under federal licensing requirements.
218          (ii) "Nontraditional mortgage product" means a mortgage product other than a 30-year
219     fixed rate mortgage.
220          (jj) "Person" means an individual or entity.
221          (kk) "Prelicensing education" means education taken by an individual seeking to be
222     licensed under this chapter in order to meet the education requirements imposed by Section
223     61-2c-204.1 or 61-2c-206 for an individual to obtain a license under this chapter.
224          (ll) "Principal lending manager" means an individual:
225          (i) licensed as a lending manager under Section 61-2c-206; and
226          (ii) identified in the nationwide database by the individual's sponsoring entity as the
227     entity's principal lending manager.
228          (mm) "Prospective borrower" means a person applying for a mortgage from a person
229     who is required to be licensed under this chapter.
230          (nn) "Record" means information that is:
231          (i) prepared, owned, received, or retained by a person; and
232          (ii) (A) inscribed on a tangible medium; or
233          (B) (I) stored in an electronic or other medium; and
234          (II) in a perceivable and reproducible form.
235          (oo) "Residential mortgage loan" means an extension of credit, if:
236          (i) the loan or extension of credit is secured by a:
237          (A) mortgage;
238          (B) deed of trust; or
239          (C) consensual security interest; and
240          (ii) the mortgage, deed of trust, or consensual security interest described in Subsection
241     (1)(oo)(i):
242          (A) is on a dwelling located in the state; and
243          (B) is created with the consent of the owner of the residential real property.
244          (pp) "Section 8 of RESPA" means 12 U.S.C. Sec. 2607 and any rules made thereunder.

245          (qq) "Settlement" means the time at which each of the following is complete:
246          (i) the borrower and, if applicable, the seller sign and deliver to each other or to the
247     escrow or closing office each document required by:
248          (A) the real estate purchase contract;
249          (B) the lender;
250          (C) the title insurance company;
251          (D) the escrow or closing office;
252          (E) the written escrow instructions; or
253          (F) applicable law;
254          (ii) the borrower delivers to the seller, if applicable, or to the escrow or closing office
255     any money, except for the proceeds of any new loan, that the borrower is required to pay; and
256          (iii) if applicable, the seller delivers to the buyer or to the escrow or closing office any
257     money that the seller is required to pay.
258          (rr) "Settlement services" means a service provided in connection with a real estate
259     settlement, including a title search, a title examination, the provision of a title certificate,
260     services related to title insurance, services rendered by an attorney, preparing documents, a
261     property survey, rendering a credit report or appraisal, a pest or fungus inspection, services
262     rendered by a real estate agent or broker, the origination of a federally related mortgage loan,
263     and the processing of a federally related mortgage.
264          (ss) "Sponsorship" means an association in accordance with Section 61-2c-209
265     between an individual licensed under this chapter and an entity licensed under this chapter.
266          (tt) "State" means:
267          (i) a state, territory, or possession of the United States;
268          (ii) the District of Columbia; or
269          (iii) the Commonwealth of Puerto Rico.
270          (uu) "Uniform state test" means the uniform state content section of the qualified
271     written test developed by the nationwide database.
272          (vv) "Unique identifier" means the same as that term is defined in 12 U.S.C. Sec. 5102.
273          (ww) "Utah-specific" means an educational requirement under this chapter that relates
274     specifically to Utah.
275          (xx) "Vulnerable adult" means the same as that term is defined in Section 26B-6-201.

276          (2) (a) If a term not defined in this section is defined by rule, the term shall have the
277     meaning established by the division by rule made in accordance with Title 63G, Chapter 3,
278     Utah Administrative Rulemaking Act.
279          (b) If a term not defined in this section is not defined by rule, the term shall have the
280     meaning commonly accepted in the business community.
281          Section 2. Section 61-2c-402 is amended to read:
282          61-2c-402. Disciplinary action.
283          (1) Subject to the requirements of Section 61-2c-402.1, the commission, with the
284     concurrence of the division, may impose a sanction described in Subsection (2) against a
285     person if the person:
286          (a) (i) is a licensee or a person required to be licensed under this chapter; and
287          (ii) violates this chapter; or
288          (b) (i) is not registered under this chapter; and
289          (ii) violated a provision of this chapter during a period in which:
290          (A) the provision of this chapter was in effect; and
291          (B) the person was registered or required to be registered under this chapter; or
292          (c) (i) is a certified education provider or person required to be certified to provide
293     prelicensing or continuing education under this chapter; and
294          (ii) violates this chapter.
295          (2) The commission, with the concurrence of the director, may against a person
296     described in Subsection (1):
297          (a) impose an educational requirement;
298          (b) impose a civil penalty against the individual or entity in an amount not to exceed
299     the greater of:
300          (i) except as provided in Subsection (2)(b)(ii), $5,000 for each violation;
301          (ii) $10,000 for each violation, if the person knew or should have known that the
302     property owner was an individual 65 years old or older, or a vulnerable adult; or
303          [(ii)] (iii) the amount equal to any gain or economic benefit derived from each
304     violation;
305          (c) deny an application for an original license;
306          (d) do any of the following to a license under this chapter:

307          (i) suspend;
308          (ii) revoke;
309          (iii) place on probation;
310          (iv) reduce a lending manager license to a loan originator license;
311          (v) deny renewal;
312          (vi) deny reinstatement; or
313          (vii) in the case of a denial of a license or a suspension that extends to the expiration
314     date of a license, set a waiting period for a person to apply for a license under this chapter;
315          (e) issue a cease and desist order;
316          (f) require the reimbursement of the division of costs incurred by the division related to
317     the recovery, storage, or destruction of a record that the person disposes of in a manner that
318     violates this chapter or a rule made under this chapter;
319          (g) modify a sanction described in Subsections (2)(a) through (f) if the commission
320     finds that the person complies with court ordered restitution; or
321          (h) impose any combination of sanctions described in this Subsection (2).
322          (3) (a) If the commission, with the concurrence of the division, issues an order that
323     orders a fine or educational requirements as part of a disciplinary action against a person,
324     including a stipulation and order, the commission shall state in the order the deadline by which
325     the person shall comply with the fine or educational requirements.
326          (b) If a person fails to comply with a stated deadline:
327          (i) the person's license or certificate is automatically suspended:
328          (A) beginning the day specified in the order as the deadline for compliance; and
329          (B) ending the day on which the person complies in full with the order; and
330          (ii) if the person fails to pay a fine required by an order, the division may begin a
331     collection process:
332          (A) established by the division by rule made in accordance with Title 63G, Chapter 3,
333     Utah Administrative Rulemaking Act; and
334          (B) subject to Title 63A, Chapter 3, Part 5, Office of State Debt Collection.
335          (4) (a) A person whose license was revoked under this chapter before May 11, 2010,
336     may request that the revocation be converted to a suspension under this Subsection (4):
337          (i) if the revocation was not as a result of a felony conviction involving fraud,

338     misrepresentation, deceit, dishonesty, breach of trust, or money laundering; and
339          (ii) by filing a written request with the division.
340          (b) Upon receipt of a request to convert a revocation under this Subsection (4), the
341     commission, with the concurrence of the director, shall determine whether to convert the
342     revocation.
343          (c) The commission may delegate to the division the authority to [make a decision on]
344     decide whether to convert a revocation.
345          (d) If the division, acting under Subsection (4)(c), denies a request to convert a
346     revocation, the person who requests the conversion may appeal the decision in a hearing
347     conducted by the commission:
348          (i) after the division denies the request to convert the revocation; and
349          (ii) in accordance with Title 63G, Chapter 4, Administrative Procedures Act.
350          (e) The commission may delegate to the division or an administrative law judge the
351     authority to conduct a hearing described in Subsection (4)(d).
352          (5) (a) A person whose license the commission revokes in accordance with this section
353     may file a written request with the division for the vacation of the license revocation, if the
354     person:
355          (i) has not held a license under this chapter for at least eight years before the day on
356     which the person files the request; and
357          (ii) has not been convicted of a felony involving:
358          (A) fraud;
359          (B) misrepresentation;
360          (C) deceit;
361          (D) dishonesty;
362          (E) breach of trust; or
363          (F) money laundering.
364          (b) After receiving a written request a person makes in accordance with Subsection
365     (5)(a), the commission may vacate the revocation of the person's license:
366          (i) after a hearing; and
367          (ii) with the concurrence of the division.
368          (c) A person whose license revocation is vacated in accordance with this Subsection

369     (5) may apply for licensure in accordance with this chapter.
370          Section 3. Section 61-2f-102 is amended to read:
371          61-2f-102. Definitions.
372          As used in this chapter:
373          (1) "Associate broker" means an individual who is:
374          (a) employed or engaged as an independent contractor by or on behalf of a principal
375     broker to perform an act described in Subsection (20) for valuable consideration; and
376          (b) licensed under this chapter as an associate broker.
377          (2) "Branch broker" means an associate broker who manages a principal broker's
378     branch office under the supervision of the principal broker.
379          (3) "Branch office" means a principal broker's real estate brokerage office that is not
380     the principal broker's main office.
381          (4) "Business day" means a day other than:
382          (a) a Saturday;
383          (b) a Sunday; or
384          (c) a federal or state holiday.
385          (5) "Business opportunity" means the sale, lease, or exchange of any business that
386     includes an interest in real estate.
387          (6) "Commission" means the Real Estate Commission established under this chapter.
388          (7) "Concurrence" means the entities given a concurring role must jointly agree for
389     action to be taken.
390          (8) "Condominium homeowners' association" means the condominium unit owners
391     acting as a group in accordance with declarations and bylaws.
392          (9) (a) "Condominium hotel" means one or more condominium units that are operated
393     as a hotel.
394          (b) "Condominium hotel" does not mean a hotel consisting of condominium units, all
395     of which are owned by a single entity.
396          (10) "Condominium unit" means the same as that term is defined in Section 57-8-3.
397          (11) "Director" means the director of the Division of Real Estate.
398          (12) "Division" means the Division of Real Estate.
399          (13) "Dual broker" means a principal broker of a real estate sales brokerage who

400     obtains from the division a dual broker license in order to function as the principal broker of a
401     property management company that is a separate entity from the real estate sales brokerage.
402          (14) "Entity" means:
403          (a) a corporation;
404          (b) a partnership;
405          (c) a limited liability company;
406          (d) a company;
407          (e) an association;
408          (f) a joint venture;
409          (g) a business trust;
410          (h) a trust; or
411          (i) any organization similar to an entity described in Subsections (14)(a) through (h).
412          (15) "Executive director" means the director of the Department of Commerce.
413          (16) "Foreclosure rescue" means, for compensation or with the expectation of receiving
414     valuable consideration, to:
415          (a) engage, or offer to engage, in an act that:
416          (i) the person represents will assist a borrower in preventing a foreclosure; and
417          (ii) relates to a transaction involving the transfer of title to residential real property; or
418          (b) as an employee or agent of another person:
419          (i) solicit, or offer that the other person will engage in an act described in Subsection
420     (16)(a); or
421          (ii) negotiate terms in relationship to an act described in Subsection (16)(a).
422          (17) "Loan modification assistance" means, for compensation or with the expectation
423     of receiving valuable consideration, to:
424          (a) act, or offer to act, on behalf of a person to:
425          (i) obtain a loan term of a residential mortgage loan that is different from an existing
426     loan term including:
427          (A) an increase or decrease in an interest rate;
428          (B) a change to the type of interest rate;
429          (C) an increase or decrease in the principal amount of the residential mortgage loan;
430          (D) a change in the number of required period payments;

431          (E) an addition of collateral;
432          (F) a change to, or addition of, a prepayment penalty;
433          (G) an addition of a cosigner; or
434          (H) a change in persons obligated under the existing residential mortgage loan; or
435          (ii) substitute a new residential mortgage loan for an existing residential mortgage loan;
436     or
437          (b) as an employee or agent of another person:
438          (i) solicit, or offer that the other person will engage in an act described in Subsection
439     (17)(a); or
440          (ii) negotiate terms in relationship to an act described in Subsection (17)(a).
441          (18) "Main office" means the address which a principal broker designates with the
442     division as the principal broker's primary brokerage office.
443          (19) "Person" means an individual or entity.
444          (20) "Principal broker" means an individual who is licensed or required to be licensed
445     as a principal broker under this chapter who:
446          (a) sells or lists for sale real estate, including real estate being sold as part of a
447     foreclosure rescue, or a business opportunity with the expectation of receiving valuable
448     consideration;
449          (b) buys, exchanges, or auctions real estate, an option on real estate, a business
450     opportunity, or an improvement on real estate with the expectation of receiving valuable
451     consideration;
452          (c) advertises, offers, attempts, or otherwise holds the individual out to be engaged in
453     the business described in Subsection (20)(a) or (b);
454          (d) is employed by or on behalf of the owner of real estate or by a prospective
455     purchaser of real estate and performs an act described in Subsection (20)(a), whether the
456     individual's compensation is at a stated salary, a commission basis, upon a salary and
457     commission basis, or otherwise;
458          (e) with the expectation of receiving valuable consideration, manages property owned
459     by another person;
460          (f) advertises or otherwise holds the individual out to be engaged in property
461     management;

462          (g) with the expectation of receiving valuable consideration, assists or directs in the
463     procurement of prospects for or the negotiation of a transaction listed in Subsections (20)(a)
464     and (e);
465          (h) except for a mortgage lender, title insurance producer, or an employee of a
466     mortgage lender or title insurance producer, assists or directs in the closing of a real estate
467     transaction with the expectation of receiving valuable consideration;
468          (i) engages in foreclosure rescue; or
469          (j) advertises, offers, attempts, or otherwise holds the person out as being engaged in
470     foreclosure rescue.
471          (21) (a) "Property management" means engaging in, with the expectation of receiving
472     valuable consideration, the management of real estate owned by another person or advertising
473     or otherwise claiming to be engaged in property management by:
474          (i) advertising for, arranging, negotiating, offering, or otherwise attempting or
475     participating in a transaction calculated to secure the rental or leasing of real estate;
476          (ii) collecting, agreeing, offering, or otherwise attempting to collect rent for the real
477     estate and accounting for and disbursing the money collected; or
478          (iii) authorizing expenditures for repairs to the real estate.
479          (b) "Property management" does not include:
480          (i) hotel or motel management;
481          (ii) rental of tourist accommodations, including hotels, motels, tourist homes,
482     condominiums, condominium hotels, mobile home park accommodations, campgrounds, or
483     similar public accommodations for a period of less than 30 consecutive days, and the
484     management activities associated with these rentals; or
485          (iii) the leasing or management of surface or subsurface minerals or oil and gas
486     interests, if the leasing or management is separate from a sale or lease of the surface estate.
487          (22) "Property management sales agent" means a sales agent who:
488          (a) is affiliated with a dual broker through the dual broker's property management
489     company; and
490          (b) is designated by the dual broker as a property management sales agent.
491          (23) "Real estate" includes leaseholds and business opportunities involving real
492     property.

493          (24) (a) "Regular salaried employee" means an individual who performs a service for
494     wages or other remuneration, whose employer withholds federal employment taxes under a
495     contract of hire, written or oral, express or implied.
496          (b) "Regular salaried employee" does not include an individual who performs services
497     on a project-by-project basis or on a commission basis.
498          (25) "Reinstatement" means restoring a license that has expired or has been suspended.
499          (26) "Reissuance" means the process by which a licensee may obtain a license
500     following revocation of the license.
501          (27) "Renewal" means extending a license for an additional licensing period on or
502     before the date the license expires.
503          (28) "Sales agent" means an individual who is:
504          (a) affiliated with a principal broker, either as an independent contractor or an
505     employee as provided in Section 61-2f-303, to perform for valuable consideration an act
506     described in Subsection (20); and
507          (b) licensed under this chapter as a sales agent.
508          (29) "Vulnerable adult" means the same as that term is defined in Section 26B-6-201.
509          Section 4. Section 61-2f-301 is amended to read:
510          61-2f-301. Reporting requirements.
511          (1) A licensee shall notify the division of the following by sending the division a
512     signed statement within 10 business days [of] after the day on which:
513          [(a) a conviction of, or the entry of a plea in abeyance to:]
514          [(i) a felony; or]
515          [(ii) a misdemeanor involving financial services or a financial services-related
516     business, fraud, a false statement or omission, theft or wrongful taking of property, bribery,
517     perjury, forgery, counterfeiting, or extortion;]
518          [(b) the potential resolution of a felony or of a misdemeanor described in Subsection
519     (1)(a)(ii) by:]
520          [(i) a diversion agreement; or]
521          [(ii) another agreement under which a criminal charge is held in suspense for a period
522     of time;]
523          [(c)] (a) [the filing of] a personal or brokerage bankruptcy is filed, if the licensee is a

524     principal broker;
525          [(d)] (b) [the suspension, revocation, surrender, cancellation, or denial of] a license or
526     registration of the licensee that is necessary to engage in an occupation or profession is
527     suspended, revoked, surrendered, canceled, or denied, regardless of whether the license or
528     registration is issued by this state or another jurisdiction; or
529          [(e)] (c) [the entry of] a cease and desist order or a temporary or permanent injunction
530     is issued:
531          (i) against the licensee by a court or administrative agency; and
532          (ii) on the basis of:
533          (A) conduct or a practice involving the business of real estate; or
534          (B) conduct involving fraud, misrepresentation, or deceit.
535          (2) The commission, with the concurrence of the director, shall enforce the reporting
536     requirement under this section pursuant to Section 61-2f-404.
537          Section 5. Section 61-2f-401 is amended to read:
538          61-2f-401. Grounds for disciplinary action.
539          The following acts are unlawful and grounds for disciplinary action for a person
540     licensed or required to be licensed under this chapter:
541          (1) (a) making a substantial misrepresentation, including in a licensure statement;
542          (b) making an intentional misrepresentation;
543          (c) pursuing a continued and flagrant course of misrepresentation;
544          (d) making a false representation or promise through an agent, sales agent, advertising,
545     or otherwise; or
546          (e) making a false representation or promise of a character likely to influence,
547     persuade, or induce;
548          (2) acting for more than one party in a transaction without the informed written consent
549     of the parties;
550          (3) (a) acting as an associate broker or sales agent while not affiliated with a principal
551     broker;
552          (b) representing or attempting to represent a principal broker other than the principal
553     broker with whom the person is affiliated; or
554          (c) representing as sales agent or having a contractual relationship similar to that of

555     sales agent with a person other than a principal broker;
556          (4) (a) failing, within a reasonable time, to account for or to remit money that belongs
557     to another and comes into the person's possession;
558          (b) commingling money described in Subsection (4)(a) with the person's own money;
559     or
560          (c) diverting money described in Subsection (4)(a) from the purpose for which the
561     money is received;
562          (5) paying or offering to pay valuable consideration to a person not licensed under this
563     chapter, except that valuable consideration may be shared:
564          (a) with a principal broker of another jurisdiction; or
565          (b) as provided under:
566          (i) Title 16, Chapter 10a, Utah Revised Business Corporation Act;
567          (ii) Title 16, Chapter 11, Professional Corporation Act; or
568          (iii) Title 48, Chapter 3a, Utah Revised Uniform Limited Liability Company Act, as
569     appropriate pursuant to Section 48-3a-1405;
570          (6) for a principal broker, paying or offering to pay a sales agent or associate broker
571     who is not affiliated with the principal broker at the time the sales agent or associate broker
572     earned the compensation;
573          (7) being incompetent to act as a principal broker, associate broker, or sales agent in
574     such manner as to safeguard the interests of the public;
575          (8) failing to voluntarily furnish a copy of a document to the parties before and after the
576     execution of a document;
577          (9) failing to keep and make available for inspection by the division a record of each
578     transaction, including:
579          (a) the names of buyers and sellers or lessees and lessors;
580          (b) the identification of real estate;
581          (c) the sale or rental price;
582          (d) money received in trust;
583          (e) agreements or instructions from buyers and sellers or lessees and lessors; and
584          (f) any other information required by rule;
585          (10) failing to disclose, in writing, in the purchase, sale, or rental of real estate, whether

586     the purchase, sale, or rental is made for that person or for an undisclosed principal;
587          (11) regardless of whether the crime is related to the business of real estate:
588          (a) be convicted of:
589          (i) a felony; or
590          (ii) any of the following involving fraud, misrepresentation, theft, or dishonesty:
591          (A) a class A misdemeanor;
592          (B) a class B misdemeanor; or
593          (C) a criminal offense comparable to a class A or class B misdemeanor;
594          (b) plead guilty or nolo contendere to:
595          (i) a felony; or
596          (ii) any of the following involving fraud, misrepresentation, theft, or dishonesty:
597          (A) a class A misdemeanor;
598          (B) a class B misdemeanor; or
599          (C) a criminal offense comparable to a class A or class B misdemeanor;
600          (c) enter into a plea in abeyance agreement in relation to:
601          (i) a felony; or
602          (ii) any of the following involving fraud, misrepresentation, theft, or dishonesty:
603          (A) a class A misdemeanor;
604          (B) a class B misdemeanor; or
605          (C) a criminal offense comparable to a class A or class B misdemeanor;
606          (12) advertising the availability of real estate or the services of a licensee in a false,
607     misleading, or deceptive manner;
608          (13) in the case of a principal broker or a branch broker, failing to exercise active and
609     reasonable supervision, as the commission may define by rule made in accordance with Title
610     63G, Chapter 3, Utah Administrative Rulemaking Act, over the activities of the principal
611     broker's or branch broker's licensed or unlicensed staff;
612          (14) violating or disregarding:
613          (a) this chapter;
614          (b) an order of the commission; or
615          (c) the rules adopted by the commission and the division;
616          (15) breaching a fiduciary duty owed by a licensee to the licensee's principal in a real

617     estate transaction;
618          (16) any other conduct which constitutes dishonest dealing;
619          (17) having one of the following suspended, revoked, surrendered, or cancelled on the
620     basis of misconduct in a professional capacity that relates to character, honesty, integrity, or
621     truthfulness:
622          (a) a real estate license, registration, or certificate issued by another jurisdiction; or
623          (b) another license, registration, or certificate to engage in an occupation or profession
624     issued by this state or another jurisdiction;
625          (18) failing to respond to a request by the division in an investigation authorized under
626     this chapter within 10 days after the day on which the request is served, including:
627          (a) failing to respond to a subpoena;
628          (b) withholding evidence; or
629          (c) failing to produce documents or records;
630          (19) in the case of a dual licensed title licensee as defined in Section 31A-2-402:
631          (a) providing a title insurance product or service without the approval required by
632     Section 31A-2-405; or
633          (b) knowingly providing false or misleading information in the statement required by
634     Subsection 31A-2-405(2);
635          (20) violating an independent contractor agreement between a principal broker and a
636     sales agent or associate broker as evidenced by a final judgment of a court;
637          (21) violating Title 57, Chapter 30, Residential Property Service Agreements;
638          (22) (a) engaging in an act of loan modification assistance that requires licensure as a
639     mortgage officer under Chapter 2c, Utah Residential Mortgage Practices and Licensing Act,
640     without being licensed under that chapter;
641          (b) engaging in an act of foreclosure rescue without entering into a written agreement
642     specifying what one or more acts of foreclosure rescue will be completed;
643          (c) inducing a person who is at risk of foreclosure to hire the licensee to engage in an
644     act of foreclosure rescue by:
645          (i) suggesting to the person that the licensee has a special relationship with the person's
646     lender or loan servicer; or
647          (ii) falsely representing or advertising that the licensee is acting on behalf of:

648          (A) a government agency;
649          (B) the person's lender or loan servicer; or
650          (C) a nonprofit or charitable institution; or
651          (d) recommending or participating in a foreclosure rescue that requires a person to:
652          (i) transfer title to real estate to the licensee or to a third-party with whom the licensee
653     has a business relationship or financial interest;
654          (ii) make a mortgage payment to a person other than the person's loan servicer; or
655          (iii) refrain from contacting the person's:
656          (A) lender;
657          (B) loan servicer;
658          (C) attorney;
659          (D) credit counselor; or
660          (E) housing counselor;
661          (23) taking or removing from the premises of a main office or a branch office, or
662     otherwise limiting a real estate brokerage's access to or control over, a record that:
663          (a) (i) the real estate brokerage's licensed staff, unlicensed staff, or affiliated
664     independent contractor prepared; and
665          (ii) is related to the business of:
666          (A) the real estate brokerage; or
667          (B) an associate broker, a branch broker, or a sales agent of the real estate brokerage; or
668          (b) is related to the business administration of the real estate brokerage;
669          (24) as a principal broker, placing a lien on real property, unless authorized by law;
670          (25) as a sales agent or associate broker, placing a lien on real property for an unpaid
671     commission or other compensation related to real estate brokerage services; or
672          (26) failing to timely disclose to a buyer or seller an affiliated business arrangement, as
673     defined in Section 31A-23a-1001, in accordance with the federal Real Estate Settlement
674     Procedures Act, 12 U.S.C. Sec. 2601 et seq. and any rules made thereunder.
675          Section 6. Section 61-2f-404 is amended to read:
676          61-2f-404. Disciplinary action -- Judicial review.
677          (1) (a) On the basis of a violation of this chapter, the commission with the concurrence
678     of the director, may issue an order:

679          (i) imposing an educational requirement;
680          (ii) imposing a civil penalty not to exceed the greater of:
681          (A) except as provided in Subsection (1)(a)(ii)(B), $5,000 for each violation; [or]
682          (B) $10,000 for each violation, if the person knew or should have known that the
683     property owner was an individual 65 years old or older, or a vulnerable adult; or
684          [(B)] (C) the amount of any gain or economic benefit derived from each violation;
685          (iii) taking any of the following actions related to a license, registration, or certificate:
686          (A) revoking;
687          (B) suspending;
688          (C) placing on probation;
689          (D) denying the renewal, reinstatement, or application for an original license,
690     registration, or certificate; or
691          (E) in the case of denial or revocation of a license, registration, or certificate, setting a
692     waiting period for an applicant to apply for a license, registration, or certificate under this title;
693          (iv) issuing a cease and desist order;
694          (v) modifying an action described in Subsections (1)(a)(i) through (iv) if the
695     commission finds that the person complies with court ordered restitution; or
696          (vi) doing any combination of Subsections (1)(a)(i) through (v).
697          (b) (i) If the commission with the concurrence of the director issues an order that
698     orders a fine or educational requirements as part of a disciplinary action against a person,
699     including a stipulation and order, the commission shall state in the order the deadline by which
700     the person shall comply with the fine or educational requirements.
701          (ii) If a person fails to comply by the stated deadline:
702          (A) the person's license, registration, or certificate is automatically suspended:
703          (I) beginning the day specified in the order as the deadline for compliance; and
704          (II) ending the day on which the person complies in full with the order; and
705          (B) if the person fails to pay a fine required by an order, the division may begin a
706     collection process:
707          (I) established by the division, with the concurrence of the commission, by rule made
708     in accordance with Title 63G, Chapter 3, Utah Administrative Rulemaking Act; and
709          (II) subject to Title 63A, Chapter 3, Part 5, Office of State Debt Collection.

710          (c) [If a licensee is an active sales agent or active associate broker, the] In a manner
711     determined by the division, the division shall inform [the] a principal broker:
712          (i) with whom [the] a licensee is affiliated of:
713          (A) [the charge] a complaint made to the division against the licensee that requires a
714     written response from the licensee;
715          (B) a violation alleged against the licensee by the division;
716          (C) [and of] the time and place of any disciplinary hearing regarding the licensee; and
717          (D) the resolution of a violation alleged described in Subsection (1)(c)(i)(B); and
718          (ii) upon inquiry from a principal broker regarding an affiliated licensee:[.]
719          (A) disciplinary actions made by the division against the licensee for the past five
720     years; and
721          (B) the resolution of the disciplinary actions described in Subsection (1)(c)(ii)(A).
722          (d) A person previously licensed under this chapter remains responsible for, and is
723     subject to disciplinary action for, an act the person committed while the person was licensed in
724     violation of this chapter or an administrative rule in effect at the time the person committed the
725     act, regardless of whether the person is currently licensed.
726          (2) (a) An applicant, certificate holder, licensee, registrant, or person aggrieved,
727     including the complainant, may obtain agency review by the executive director and judicial
728     review of any adverse ruling, order, or decision of the division.
729          (b) If an applicant, certificate holder, registrant, or licensee prevails in the appeal and
730     the court finds that the state action was undertaken without substantial justification, the court
731     may award reasonable litigation expenses to the applicant, certificate holder, registrant, or
732     licensee as provided under Title 78B, Chapter 8, Part 5, Small Business Equal Access to
733     Justice Act.
734          (c) (i) An order, ruling, or decision of the division shall take effect and become
735     operative 30 days after the service of the order, ruling, or decision unless otherwise provided in
736     the order.
737          (ii) If an appeal is taken by a licensee, registrant, or certificate holder, the division may
738     stay enforcement of an order, ruling, or decision in accordance with Section 63G-4-405.
739          (iii) An appeal is governed by the Utah Rules of Appellate Procedure.
740          (3) The commission and the director shall comply with the procedures and

741     requirements of Title 63G, Chapter 4, Administrative Procedures Act, in an adjudicative
742     proceeding.
743          Section 7. Section 61-2g-306 is amended to read:
744          61-2g-306. Renewal of license, certification, or registration.
745          (1) To renew a license, certification, or registration, before the license, certification, or
746     registration expires, the holder of the license, certification, or registration shall submit to the
747     division in compliance with procedures set through the concurrence of the division and the
748     board:
749          (a) an application for renewal;
750          (b) a fee established by the division and the board, in accordance with Section
751     63J-1-504; and
752          (c) evidence in the form prescribed by the division of having completed the continuing
753     education requirements for renewal specified in this chapter.
754          (2) (a) A license, certification, or registration expires if it is not renewed on or before
755     its expiration date.
756          (b) For a period of 30 days after the expiration date, a license, certification, or
757     registration may be reinstated upon:
758          (i) payment of a renewal fee and a late fee determined through the concurrence of the
759     division and the board; and
760          (ii) satisfying the continuing education requirements specified in Section 61-2g-307.
761          (c) After the 30-day period described in Subsection (2)(b), and until six months after
762     the expiration date, a license, certification, or registration may be reinstated by:
763          (i) paying a renewal fee and a reinstatement fee determined through the concurrence of
764     the division and the board; and
765          (ii) satisfying the continuing education requirements specified in Section 61-2g-307.
766          (d) After the six-month period described in Subsection (2)(c), and until one year after
767     the expiration date, a license, certification, or registration may be reinstated by:
768          (i) paying a renewal fee and a reinstatement fee determined through the concurrence of
769     the division and the board in accordance with Section 63J-1-504;
770          (ii) providing proof acceptable to the division, with the concurrence of the board, of the
771     person having satisfied the continuing education requirements of Section 61-2g-307; and

772          (iii) providing proof acceptable to the division, with the concurrence of the board, of
773     the person completing 24 hours of continuing education:
774          (A) in addition to the requirements in Section 61-2g-307; and
775          (B) on a subject determined by the division by rule made in accordance with Title 63G,
776     Chapter 3, Utah Administrative Rulemaking Act.
777          (e) The division shall relicense, recertify, or reregister a person who does not renew
778     that person's license, certification, or registration within one year after the expiration date as
779     prescribed for an original application.
780          (f) Notwithstanding Subsection (2)(a), the division may extend the term of a license,
781     certification, or registration that would expire under Subsection (2)(a) except for the extension
782     if:
783          (i) (A) the person complies with the requirements of this section to renew the license,
784     certification, or registration; and
785          (B) the application for renewal remains pending at the time of the extension; or
786          (ii) at the time of the extension, there is pending under this chapter a disciplinary
787     action.
788          (3) A person who is licensed, certified, or registered under this chapter shall notify the
789     division of the following by sending the division a signed statement within 10 business days
790     [of] after the day on which:
791          [(a) a conviction of, or the entry of a plea in abeyance to:]
792          [(i) a felony; or]
793          [(ii) a misdemeanor involving financial services or a financial services-related
794     business, fraud, a false statement or omission, theft or wrongful taking of property, bribery,
795     perjury, forgery, counterfeiting, or extortion;]
796          [(b) the potential resolution of a felony or of a misdemeanor described in Subsection
797     (3)(a)(ii) by:]
798          [(i) a diversion agreement; or]
799          [(ii) any other agreement under which a criminal charge is suspended for a period of
800     time;]
801          [(c)] (a) the [suspension, revocation, surrender, cancellation, or denial of a] person's
802     professional license, certification, or registration [of the person,] is suspended, revoked,

803     surrendered, canceled, or denied, regardless of whether the license, certification, or registration
804     is issued by this state or another jurisdiction; or
805          [(d)] (b) [the entry of] a cease and desist order or a temporary or permanent injunction
806     is entered:
807          (i) against the person by a court or administrative agency; and
808          (ii) on the basis of:
809          (A) conduct or a practice involving an act regulated by this chapter; or
810          (B) conduct involving fraud, misrepresentation, or deceit.
811          (4) The board, with the concurrence of the division, shall enforce the reporting
812     requirement of Subsection (3) pursuant to Section 61-2g-502.
813          Section 8. Effective date.
814          This bill takes effect on May 1, 2024.