How to Monitor Client Progress:
To monitor your clients progress, sign into your account. On your main dashboard page, you will see all of your listings. You can sort, filter, or use the search if you do not see the listing you are looking for.
On the main page, you can see the status of all of your listings.
You can also see the Protection status of each listing.
For additional activity details or the protection package purchased, click on the listing.
Under "disclosure process" you will see where your seller is in the process. Additional activity data is available further down the page.
For more information about the legal protection purchased for the listing, look under "Protection status"
If Home Sale Legal Proteciton has been been purchased or reserved, you will be able to see the package purchased. If no protection has been purchased, you can click on "get protection" to add Home Sale Legal Protection to the listing.
*As a reminder, "resevered" means that the agent or seller have elected to purchase Home Sale Legal Protection out of the closing proceeds of the sale and that closing information must be provided in order for an invoice to be sent to title to collect payment.
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How to monitor client progress:
You will be able to view the status of all your listings and where your client is in the disclosure process by clicking on the individual address. Please see the attached picture for details:If I do not purchase the Home Sale Legal Protection for my clients, will they have the opportunity to buy it themselves?
Yes, the client will be given the opportunity to buy the Home Sale Legal Protection themselves if the agent does not purchase it for them. Please Note: The client will never know their agent had the chance to buy the protection as a gift for them.How will I know when my seller completes the disclosure form?
You’ll be able to track all of your seller’s progress in your dashboard by clicking on the listing. Once your seller completes and all sellers have signed the forms, you will receive an email with the completed pdf attached. You can also manage and ...Can I invite a home seller to fill out their disclosure without purchasing Home Sale Legal Protection for them?
All agents can send their sellers access to complete the disclosure form for free by clicking the "Invite New Seller" button on their agent dashboard. Fill out the form, then select a tier for Home Sale Legal Protection or click "No Protection" to ...How will I know when my seller completes the disclosure form?
You’ll be able to track all of your seller’s progress in your dashboard. Once your seller completes the disclosure process, you will receive an email with the completed pdf. You can also manage and download completed forms from within your dashboard.