Real Estate Transaction Compliance & Disclosures — Update / setup form (auth-only) for Real Estate. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).
The agreements and disclosures we need on file to move your transaction forward.
What it collects (by section):
- Representation & disclosures — Agency Disclosure Status [dropdown: Not sent / Sent / Signed / Not applicable]; Buyer/Tenant Representation Agreement [dropdown: Not sent / Sent / Signed / Expired / Not applicable]; Flood / Hazard Disclosure Acknowledged [dropdown: Not applicable / Sent / Acknowledged].
- Documents & verification — Proof of Funds / Pre-Approval Link [short text]; ID Document Storage Consent (housing) [choice: Yes / No]; HOA / Condo Docs Needed [dropdown: No / Yes - standard / Yes - rush / Unsure].
- Coordination — Insurance Coordination Preference [choice: Yes / No / Maybe].
Form type: Update / setup (up), auth-only. Niche: Real Estate. Deployment: embed.
Best for / surface when: Real Estate client workflow — real estate transaction compliance & disclosures.