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Insert Checkbox Group from the Deed Of Trust

Insert Checkbox Group from the Deed Of Trust

Aug 6th, 2022

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How to Insert Checkbox Group from the Deed Of Trust

4.6 out of 5

69 votes

In this video tutorial, the speaker addresses Keller Williams agents about updating the process for sending lead disclosures to clients. They emphasize the importance of allowing clients to select options themselves, particularly in areas where the seller has to choose between given options. The speaker explains that it is not permissible for agents to make these selections on behalf of clients. They introduce a new method for adding checkboxes to the lead disclosure, correcting previous issues experienced in the contact to close process. Agents who attended the contact to close class are encouraged to follow along and adopt this new approach moving forward.

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