Implementing Disclosure Forms that Open House Visitors Can Fill Out
Some REALTOR associations, like California Association of REALTORS® (CAR) have implemented disclosure requirements that involve visitors entering their info on disclosure forms.
For CAR members, the OHNA-SI and OHNA forms will be required for all Open House visitors starting August 17th 2024. Curb Hero will support these and similar forms within our app providing a streamlined process to get visitor's info both adhering to CAR requirements and optimizing Open House prospecting.
New Jersey has added the CIS form, which we can also support in our app...and as more boards, brokers and associations incorporate similar guidelines, Curb Hero will support them.
IF you know you need to have certain disclosures within your Open House process here's how to get them configured.
Sharing Disclosures and Documents with Open House Visitors
To share disclosures or PDF documents with Open House Visitors (ex: when a buyer prospect fills out their info they receive specific docs), there are a few options* that can be configured in the Edit Listing screen:
send a link to the doc in your follow up text
include a link to the doc in the Listing Microsite's More Info field
You can upload your document to Google Drive to get a URL for it (and there's no cost to this Google Drive functionality). Here's how:
1. Upload your PDF to Google Drive. (Drag-and-drop the PDF file into Google Drive to upload it).
2. Right-click on the PDF file > Get link.
Disclosing real estate license info on the My Link and listing microsites
In the My Profile 👤 screen there's a section where you can add your Company/Brokerage, Title, and License.
By default, only your Company/Brokerage is displayed on the My Link and listing microsites.
If you'd like to display your title and license info, there are toggles in the legal section within My Profile 👤 so you can toggle each to be visible on your My Link microsite and listing microsites.
Adding custom disclaimers on listing marketing
Option 1: You can include a logos like Equal Housing Opportunity or REALTOR® on the property photo you add to Curb Hero.
Here's a video tutorial that shows how (and we've attached the logo below so you can download and use):
Option 2: You can also include up to two custom disclaimers right below your name and brokerage in the footer within the My Link and listing microsites.
Just enable the toggle for one or both of the "Show Additional Disclaimer" options and add the disclaimer text and URL.
If you have a document you want to link to, see above for how to create a link from any document using Google Drive.
Anyone interested in more info about the disclaimer will go to the corresponding URL after they tap/click on the disclaimer text.
For some states (ex: Texas) there's a requirement for these disclaimers to be shown above the agent's signature so we've included an option to place these disclaimers ABOVE or BELOW the agent's name (which is effectively the signature).