Forms and the form library

The forms you need are already uploaded. From Settings → Documents, send one to a buyer, seller, agent, or title company to sign.

Documents & e-sign

Form templates, signature requests, and how signing works.

TemplatesLibrarySignature requestsGeneratedSettings
National forms onlySearch formsAll categoriesEverythingInstalled only4 of 4
Disclosure of Information on Lead-Based Paint HazardsDisclosuresNationalInstalled

Seller discloses known lead-based paint, and the buyer acknowledges a chance to test.

National / Disclosures · Signed by Seller, Buyer, Listing Agent, Buyer Agent

Installed
Affiliated Business Arrangement Disclosure StatementBrokerageNationalInstalled · update available

Discloses that the referring party has an ownership interest in the settlement service.

National / Brokerage · Signed by Buyer, Seller

Update
FHA Amendatory Clause and Real Estate CertificationAddendaNationalInstalled · update available

Lets the FHA buyer cancel if the appraisal comes in below the price.

National / Addenda · Signed by Buyer, Seller, Listing Agent, Buyer Agent

Update
VA Escape ClauseAddendaNationalInstalled · update available

Lets the veteran cancel if the Notice of Value is below the price.

National / Addenda · Signed by Buyer, Seller

Update
Settings → Documents → Library. Installed means the form is ready to send.

Open the gear, then Documents, then Library. Installed means it is already in your templates.

After they sign, the copy comes back through your connected email and is added to the right closing, under Documents. The coordinator checks signatures, dates, and the details. If something is missing, it nudges you to send the document to the right party.