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In this YouTube tutorial, the speaker addresses Keller Williams agents, discussing the proper method for sending lead disclosure documents to clients. They emphasize that sellers must select their options themselves and that agents are not allowed to make any selections on their behalf. The speaker will demonstrate how to add checkboxes to the disclosure, enabling clients to complete the form correctly. They mention that a previous method used in the contact to close process did not function properly, but they have now found a solution. The video aims to provide clear instructions for agents, particularly those who have attended the contact to close class, to ensure smooth implementation moving forward.
