A mortgage brokerage referred me to a lawyer. She is married to brokerage CEO but this wasn’t disclosed to me.
After an issue with mortgage occurred, a complaint was filed against brokerage
During dispute phase, the brokerage asked my lawyer for my file and she promptly gave it to them without asking me. I have asked her to send me their file request so I can see what they asked for, and to explain why she didn’t ask for my authorization. She has still not answered.
I raised the concern with the firm and they haven’t acknowledged/addressed conflict concerns.
questions:
who is responsible for disclosure? the brokerage, the law firm, both.
once I mentioned her husband‘s name in an email explicitly, my feeling is that she should have definitely disclosed the relationship and recused herself. (I didn’t know about relationship at the time). Is there any way she can say “there is no conflict”.
*added more context to nubbeh123’s reply below.