ClickCease

Signed Disclosures

Getting Started with Signed PDF Disclosures

Require Open House Visitors to agree and sign any type of disclosure or statement that is required.

Present disclosures & statements to potential buyers to download and read on their own device.

We offer an Add-on called 'Signed PDFS' that allows Visitor's signatures & information to be added to your required disclosures and statements.

 

This feature works within the Visitor Registration process so Visitors can sign-in to an Open House and also agree and sign any required Disclosures at the same time.  This can greatly shorten the disclosure process.


1st of all if you do not need Visitor signatures on the PDF itself, you do not need the Signed PDFs Add-on, you can simply add disclosures on the Smartphone Settings page that the visitors has to agree to and sign the page before registering for your Open House.

The Smartphone Settings page is located on the Dashboard under 'Your Settings'.

Some common examples of documents that can be presented:

♦ Buyer Representation Agreements

♦ State required disclosure forms

♦ Housing and Anti-Discrimination Disclosure Forms

♦ Property condition disclosure statement

Our PDF Disclosures feature offers these features:

  • Displays buttons to download and read required disclosure or statements on the Visitor Registration screen
  • Requires Visitors to 'Agree' to these disclosures
  • Requires Visitors to Sign their name

Our 'Signed PDF Disclosures Add-on' adds these features:

  • Adds Visitor's signature to the disclosure PDF
  • Adds printed Visitor's name & date of the signature to the disclosure PDF
  • Allows Visitors to receive copies of the disclosures
  • Allows Agent's to receive copies of the disclosures

To get started with Disclosures (Included with every Open House Wizard subscription)

  • Login to your Open House Wizard account and open Settings/Signed Disclosures
  • Enable disclosures
  • Add a message to be shown to the Visitor
  • Upload up to three PDFs (they can be combined into one file also)

To get started with Signed PDFs (Add-on feature)

  • Order the Signed PDF Disclosures Add-on on the Pricing page - https://openhousewiz.com/storew/
  • You will be sent to an information form after ordering where you can upload your disclosure(s) and any instructions to support about the specifics of how they should be signed. (if any)
  • Open House Wizard support staff will setup the signed PDF and add it to your account
  • When using the Smartphone Visitor Registration page where a QRCODE is scanned or a Text code is sent by the Visitor, the Visitor will be presented with a Disclosure page that needs to be signed before they can register for the Open House.
  • Visitors can also opt to receive a copy of the signed pdf that will then be automatically emailed to them
  • Agents can also opt to receive copies of signed PDFs as well