What is the name of your state? Illinois
My question is as follows: I currently run a marketing company whose principal market is real estate. My customers range from mortgage brokers, LO's, realtors, etc. The thing is that I myself am a Loan Originator and Real Estate Broker. Do I have to disclose to my clients that I am LO and/or Broker? I ask before I am afraid they might think I want to steal their clients because I get a client database from each. In the contract we sign it says i will not market to their customers.
My question is as follows: I currently run a marketing company whose principal market is real estate. My customers range from mortgage brokers, LO's, realtors, etc. The thing is that I myself am a Loan Originator and Real Estate Broker. Do I have to disclose to my clients that I am LO and/or Broker? I ask before I am afraid they might think I want to steal their clients because I get a client database from each. In the contract we sign it says i will not market to their customers.