10 Must-Have Clauses for Your Real Estate Coaching Agreement Template (So You Don’t Get Blamed for Bad Investments)
Do you really need a real estate coaching agreement template? Absolutely — especially when one client’s “bad investment” can quickly become your problem.
Even if you don’t handle transactions yourself, real estate coaching often touches sensitive ground: investment advice, market opinions, and client expectations about financial results.
Without a proper real estate coaching agreement template, you could be blamed for deals that go sideways — or asked for refunds when clients regret their decisions.
In this post, you’ll learn the 10 most important clauses your real estate coaching agreement template needs — including clear scope of services, niche-specific real estate disclaimers, refund policies, and reputation protection clauses — that the average, simple coaching agreement template doesn’t include.
By the end, you’ll know exactly how to protect your business, income, and peace of mind with a legally solid foundation.
This post is all about the real estate coaching agreement template to protect your business and reputation — so you never get blamed for bad investments.
✅ Get instant access to my 1-On-1 Coaching Agreement Template Free of Fluff — with niche-specific disclaimers for real estate coaches.
Best Real Estate Coaching Agreement Template
10 Must-Haves for a Real Estate Coaching Agreement Template Free of Fluff
1. Scope of Services — Define Exactly What You Do (and Don’t Do)
When clients invest in coaching, they often assume you’ll hold their hand through every part of the process — from property tours to deal analysis. That’s where misunderstandings start. Without a defined scope of services, your client may:
Expect you to attend viewings,
Run the numbers for every property they find on Zillow, or
Even negotiate a deal on their behalf.
If your coaching doesn’t include those services, you need to say so — in writing.
✅ What a proper real estate coaching agreement template should include:
A clear list of what’s included in your coaching package (e.g., strategy calls, mindset coaching, accountability check-ins).
A specific list of what’s not included (e.g., attending showings, making cash flow projections, or preparing offers).
Clear boundaries for how and when communication happens — like weekly calls or set message response times.
💡 My 1-On-1 Coaching Agreement Template already includes these scope and out-of-scope sections — ready to edit for real estate coaching.
💎 If you’d like me to personally tailor those “included vs. excluded” lists for your unique coaching style, you can also add my Extra Revision Round service — I’ll customize it for your specific real estate coaching business.
2. Real Estate Disclaimer — You’re a Coach, Not an Agent
Even if you never say you’re an agent or broker, some clients will assume you’re providing licensed real estate services.
That assumption can expose you to serious legal risk if a deal fails or the client feels misled.
Clients might assume you’ll:
Give investment recommendations that replace professional advice, or
Act as their representative in a real estate transaction.
✅ What a solid real estate coaching agreement template should include:
A disclaimer that clearly states you are not the client’s licensed agent, broker, or real estate professional.
A line confirming that your advice does not replace legal, financial, or professional real estate guidance.
A full liability disclaimer for how the client uses your information or recommendations.
💡 My 1-On-1 Coaching Agreement Template includes a ready-made, niche-specific real estate disclaimer — ready to go.
3. Professional Scope Disclaimer — Even if You Are a Licensed Agent
Many real estate coaches are also licensed professionals — agents, brokers, appraisers, or mortgage advisors. But when you coach, you’re not acting in that licensed capacity.
Without a written disclaimer, clients might expect you to perform professional tasks or hold you to the same standards as their broker or advisor.
Clients might think you’ll:
Review their purchase agreements or financing documents,
Use your license to provide insider access or legal opinions, or
Be responsible for compliance or due diligence during their purchase.
✅ What an ironclad real estate coaching agreement template should include:
A statement clarifying that although you may hold a license, you are not acting in that role for the client.
Language confirming that your sessions are educational, not professional or transactional services.
A clear disclaimer that participation does not create a professional-client relationship.
💡 My 1-On-1 Coaching Agreement Template includes optional bracketed language for licensed coaches — simply specify your profession (e.g., “real estate agent,” “mortgage broker”) and you’re covered.
4. No Guarantees — Results & Outcomes Disclaimer
Every real estate coach knows the pattern: clients join your program expecting quick wins — a profitable flip, a high-cash-flow rental, or instant appreciation. When those results don’t materialize, you can easily become the scapegoat.
Without a no-guarantees disclaimer, clients might claim your guidance “caused” their bad investment or that you “promised” certain returns.
Clients might:
Blame you if a property loses value or rents below projections,
Expect you to compensate them for market downturns, or
Demand a refund because they didn’t find a property fast enough.
✅ What a proper real estate coaching agreement template should include:
A statement confirming you do not guarantee results, profits, or specific outcomes.
Language clarifying that success depends on the client’s own decisions, effort, and the market.
A disclaimer that all opinions and feedback are educational — not financial or investment promises.
A clear limitation of your responsibility for any loss or missed opportunity.
💡 My 1-On-1 Coaching Agreement Template already includes this results and outcomes disclaimer — so clients understand your role from the start and can’t hold you accountable for market performance.
5. Errors & Mistakes Disclaimer — Cover Yourself if Something Slips
Even the most diligent real estate coach can make an honest mistake — and that’s exactly why your coaching contract needs an errors and omissions disclaimer.
One small misstatement could snowball into a costly misunderstanding if your client takes it as fact.
Clients might:
Rely on a calculation you shared that later turns out to be inaccurate,
Miss a zoning or permitting issue because they assumed you checked it, or
Claim you “should have known” about a change in lending or tax rules.
💡 My 1-On-1 Coaching Agreement Template already includes a comprehensive errors and omissions disclaimer — so even if a figure or example slips through, your contract keeps you shielded from liability.
💼 Protect Yourself Before the Next Client Signs
Everything we’ve covered so far — from defining your services to disclaiming results — is already pre-written inside my 1-On-1 Coaching Agreement Template:
✅ Clearly defines what’s included (and not included) in your coaching.
✅ Includes a niche-specific real estate disclaimer so you’re not mistaken for an agent or broker.
✅ Covers you even if you hold a professional license but aren’t acting in that capacity.
✅ Disclaims any responsibility for client results, market shifts, or calculation errors.
✅ Keeps expectations crystal clear — and clients accountable.
💡 Save hours of drafting and avoid costly misunderstandings.
👉 Download the 1-On-1 Coaching Agreement Template and start using it for your real estate coaching business today.
6. Influence Disclaimer — Protect Against “You Made Me Buy It” Claims
Real estate decisions can be emotional. A client who feels confident one day might have instant buyer’s remorse the next — and suddenly, you’re the one they blame for their purchase.
Without an influence disclaimer, clients could claim you persuaded them to buy a property, change strategies, or take financial risks they later regret.
✅ What a proper real estate coaching agreement template should include:
A clause stating your coaching is supportive, not persuasive.
A disclaimer confirming that any decision the client makes is entirely the client’s responsibility.
An acknowledgment that any mindset or belief shifts are part of the client’s own internal process — not your doing.
Language protecting you from liability if clients act on emotions, advice, or assumptions.
💡 My 1-On-1 Coaching Agreement Template already includes this influence disclaimer — so if a client regrets their purchase, they can’t hold you accountable for their own choices.
7. Upfront Payments — Ensure You Get Paid Before You Coach
It’s crucial that your coach contract states exactly when and how payments are due.
Without a clear payment clause in your real estate coaching agreement template, you risk delivering sessions before getting paid — or clients delaying the next installment during your monthly coaching program.
✅ My 1-On-1 Coaching Agreement Template includes:
Options for one-time upfront payments, or weekly/monthly payments made in advance.
A strict rule requiring services to start only after payment is received.
The right to suspend your coaching services until overdue amounts are actually paid.
8. Refund Policy — Protect Your Money
Refund requests are one of the biggest headaches for real estate coaches — especially when clients change their minds or fail to take action.
A clear refund policy ensures you’re paid for your time and stops clients from walking away mid-program without consequence.
Without a strong policy, clients might:
Demand a refund because the market slowed or deals fell through.
Cancel last minute because they’re “not ready to buy yet.”
Ask for a refund after attending every session, claiming they “didn’t get results.”
✅ What a solid real estate coaching agreement template should include:
A waiver of statutory “cooling-off” or cancellation rights.
An option to provide refunds under certain strict conditions or provide no refunds at all.
Clear refund and rescheduling conditions — including timelines, fees, and exceptions.
Rules for missed sessions or late cancellations (no refund or credit unless stated).
💡 My 1-On-1 Coaching Agreement Template already includes multiple refund policy options — just select what fits your coaching business.
9. Coach’s Right to Terminate — Protect Your Time & Boundaries
Even if you’re the best real estate coach on earth, you can still face a client who’s rude, disrespectful, or uncooperative.
When that happens, you need the contractual right to end the relationship immediately — without refund obligations or drawn-out drama.
✅ What a proper real estate coaching agreement template should include:
Your right to terminate or suspend services if the client breaches obligations, behaves inappropriately, or fails to pay.
The ability to end the agreement without owing a refund when respect or compliance breaks down.
A clause protecting you from any compensation claims once termination occurs.
A protective clause that keeps certain clauses in effect (like confidentiality and non-disparagement) even after termination.
💡 My 1-On-1 Coaching Agreement Template already includes these termination and suspension rights — so you can uphold your standards, protect your energy, and move on professionally.
10. Non-Disparagement Clause — Keep Your Reputation Safe Online
Your reputation is your business. One unhappy client posting a negative or misleading review can do more damage than months of marketing can fix — especially in the real estate space, where trust is everything.
Clients could:
Post exaggerated or false statements about your coaching online,
Claim you “misled” them about potential returns, or
Share private program details that paint your business in a negative light.
✅ What an airtight real estate coaching agreement template should include:
A clause prohibiting clients from making false, misleading, or defamatory comments about you, your services, or your business.
A ban on sharing sensitive or confidential information about your pricing, processes, or materials.
Clear legal and contractual consequences if this clause is breached.
💡 My 1-On-1 Coaching Agreement Template includes this exact non-disparagement and confidentiality protection — so one bad review doesn’t undo all your hard work.
The Ultimate Coaching Agreement Template Free of Fluff
Doing more than just a 1-on-1 coaching program?
You don’t need to spend hours drafting from scratch or second-guessing your legal language.
Every one of these 10 clauses — from scope of services and disclaimers to refunds and reputation protection — is already pre-written and fully customizable in my 1-On-1 Coaching Agreement Template:
✅ Covers your services, disclaimers, payments, refunds, and reputation.
✅ Includes niche-specific language for real estate coaches.
✅ Editable Word document — ready to send to clients.
👉 Get the 1-On-1 Coaching Agreement Template and protect your business before the next client signs.
Offer more than 1-on-1 coaching?
If you also run one-off sessions, group programs, online courses, or sell digital products, you’ll want my Coaching Contracts Bundle — the complete set of contracts for every type of coaching offer.
It includes:
✅ The 1-On-1 Coaching Agreement Template you just read about.
✅ A Virtual Meeting Policy for single-session or clarity calls.
✅ A Group Coaching Agreement for multi-client programs.
✅ The Complete Legal Website Bundle, including tailored disclaimers for your niche.
✅ A Testimonial Release Form to legally use client photos and feedback.
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👉 Get the Coaching Contracts Bundle and make sure every service you offer is fully protected.
This post was all about the 10 must-have clauses your real estate coaching agreement template needs to protect your business and reputation — so you never get blamed for bad investments.
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