Set up Disclosure Forms

Users can quickly send dislosures forms to clients from inside the borrower file. Several forms are offered by the system for users to send. You can review the list of ready-to-use forms by moving to create a Disclosure Envelope for any file in your pipeline.

Forms/Disclosures > Send Disclosures > Create Envelopes

If the list of forms is missing forms that you need, you can add them in your account settings. Use the Custom Corporate Disclosures page to get this done. Note: be sure to use .pdf file format for any form that you want to be added to your Disclosure Library.

Gear Icon > LOS Settings > Custom Corporate Disclosures > New Disclosure