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Insert Checkbox Group in the Codicil

Insert Checkbox Group in the Codicil

Aug 6th, 2022

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How to Insert Checkbox Group in the Codicil

4.6 out of 5

62 votes

In this video tutorial for Keller Williams agents, the presenter discusses the process of sending a lead disclosure to clients. The key focus is on how sellers must individually check options regarding lead disclosure; agents are not permitted to make selections for them. The presenter demonstrates how to add checkboxes to allow clients to select their own answers. This addresses a previous issue with the contact to close method, which was ineffective. Agents who attended the contact to close class are encouraged to follow the tutorial to learn the correct procedure going forward.

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