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Replace Checkbox Group from the Moving Checklist

Replace Checkbox Group from the Moving Checklist

Aug 6th, 2022

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How to Replace Checkbox Group from the Moving Checklist

4.6 out of 5

40 votes

In this YouTube tutorial, the speaker, addressing Keller Williams agents, discusses how to properly send a lead disclosure to clients. They emphasize the importance of allowing the seller to make their own selections on the document, specifically in the areas requiring choices marked with options A and B. The speaker notes that agents are not permitted to make these selections on behalf of clients. They have discovered a method to add checkboxes to the document, enabling clients to select options themselves. The tutorial aims to correct past issues encountered in the "contact to close" process and encourages those who attended the class to follow along and learn the new approach.

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