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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 2 months 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 gear icon to "Edit Listing Information".

  2. Select Edit Listing Information and confirm.


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


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    The disclosures will now be assigned to the selected party.

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