How To Send Disclosures and Such For Your Clients To Fill Out From Instanet
Below are some links to help you utilize Instanet’s ability to send Disclosures and such for your clients to fill out. When the clients fill out the form and then saves and closes out the document, it will update the form in real-time in your Instanet Profile. You can then add them to transaction you have already created, or create a new one.
Member Tutorial on to how to send Disclosures and such for your clients to fill out from Instanet.
Tutorial For Sending Disclosures and Such For Clients To Fill Out From Instanet
Copy and send the link below to your clients for a short video for them to watch and how to properly interact and save the forms sent from Instanet.
Client Tutorial For Filling Out Disclosures and Properly Saving Them