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How to Change Which Client Completes Disclosures
How to Change Which Client Completes Disclosures

Choose which seller will complete documents.

Jointly Support avatar
Written by Jointly Support
Updated over a week ago

Seller documents such as the Seller's Disclosure Notice and Lead-Based Paint Addendum will be assigned to Seller 1 by default. Once Seller 1 completes these documents, they will automatically be assigned to Seller 2.

If you need to change which seller will complete the documents first, follow these steps:

  1. Click the Edit Listing Information icon.

  2. Select Edit Listing Information and confirm.

  3. Scroll down to select the client who will draft disclosures then save.

    The disclosures will now be assigned to the selected party.

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