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Insert Checkbox Group into the Codicil

Insert Checkbox Group into the Codicil

Aug 6th, 2022

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How to Insert Checkbox Group into the Codicil

4.8 out of 5

64 votes

In this video tutorial, the speaker addresses Keller Williams agents and discusses the process of sending lead disclosures to clients. They emphasize that sellers must independently check options regarding lead disclosures instead of having the agents do it for them. The speaker explains how to add check boxes, allowing clients to select their responses directly. They mention that a previous method used in the "contact to close" class was ineffective, but they have discovered an improved approach. Agents who attended the class are encouraged to follow along with the new instructions shared in the video for better compliance with the lead disclosure requirements.

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