With Disclosures.io, you can create great looking disclosure packages and collaborate with Agents. We understand how important it is to have a workflow that is efficient and allows you to quickly update, notify, and keep track of disclosures.
We’ll discuss what TC Superpowers you’ll have, how to collaborate with others, and go over different options for accessing accounts. Let's get started!
What can a TC do in Disclosures.io?
- Create disclosure packets on behalf of Agents
- Invite Agents to be a co-listing agent or team member in a disclosure packet
- Upload and edit documents in the disclosure packet
- Send documents out to clients via DocuSign
- Share disclosure packets with interested Agents and Buyers
- Manage multiple agent accounts through their own Disclosures.io account
As a TC, what can I do within a disclosure package?
If you're working on a disclosure package that you created for an agent, or that an agent has given you access to, you will be able to do everything that an agent can do. This includes modifying package information, uploading documents, editing documents, sending documents out for signature via DocuSign, as well as archiving completed files.
What does it mean when an Agent “grants me with access to their account”?
You will have access to all of the disclosure packages in the agent’s account. This allows you to assist an agent whether they are representing sellers or buyers.
Do I need my own Disclosures.io Account?
Most TCs create an account for themselves (Basic free accounts are great for this). Once you have your own account, the agent(s) that you work with can grant you access to their account. There are two ways of doing this:
- Agents will to give you their email and password to login directly to their account.
- An agent can grant access to your account through the security settings in their Disclosures.io profile.
When an agent gives you access to their account, you can login to your own Disclosures.io account and navigate to their account. Here you’ll have the ability to create and share disclosure packages for an agent right from their own account. Here’s a how to article on Granting Access.
I was just granted access to an agent’s account but I can't see their disclosure packages. What’s happening?
You can switch into an agent's account by going to your name in the top left corner and selecting the downward arrow. A menu will appear and you'll see the switch account option. This will allow you to navigate into their account. If the agents name does not appear have them check their access settings to ensure the correct email address was added.
As a TC you can also use the Request Access option to send over a request to an agent by entering their name and email and select the "request access to account" button.
The agent will get an email notification and will be prompted to grant you access.
Once they click on grant access button in the email they will be redirected to Disclosures.io. Here they can choose to confirm or deny your request.
That’s everything you need to know about using Disclosures.io as a TC! If you have any questions that weren't answered in this article, please reach out to our Support Team via the chat feature. We are happy to answer any questions you have!