How to Add Brokerage Disclosures to Real Estate Transactions

Learn how to access and add brokerage-specific disclosures to your seller and buyer transactions using the Listing Docs and Property Docs folders.

July 15, 2026 By Ali Romero

This guide explains how to access and pull brokerage-specific disclosures into your transaction folders. By following these steps, you will be able to prepare the necessary legal forms for both sellers and buyers and send them out for signature.

This guide applies to real estate agents and brokers who need to add standard disclosure templates to their active deals. It is used during the document preparation phase of working with a new buyer or seller.

Adding Disclosures for a Seller

When working with a seller, access your brokerage-specific forms through the listing documentation folder.

Step #1: Click Listing Docs on the seller's transaction card. — Click **Listing Docs** on the seller's transaction card.

Step #2: Click the blue + button on the right side of the window to add a new document. — Click the blue + button on the right side of the window to add a new document.

Step #3: Select the Rocky Mountain Realty Forms folder to view the available templates. — Select the **Rocky Mountain Realty Forms** folder to view the available templates.

Step #4: Click on the appropriate disclosure, such as the Consent to Disclose to Seller, to pull it into the folder. — Click on the appropriate disclosure, such as the Consent to Disclose to Seller, to pull it into the folder.

Adding Disclosures for a Buyer

When working with a buyer, manage their required forms from the property documentation folder.

Step #5: Click Property Docs on the buyer's transaction card. — Click **Property Docs** on the buyer's transaction card.

Step #6: Click the blue + button in the upper right-hand corner. — Click the blue + button in the upper right-hand corner.

Step #7: Select the Rocky Mountain Realty Forms folder. — Select the **Rocky Mountain Realty Forms** folder.

Step #8: Click on the required document, such as the Consent to Disclose for Buyer, to add it to your transaction. — Click on the required document, such as the Consent to Disclose for Buyer, to add it to your transaction.

Once added to the respective folders, you can easily access the disclosures to prepare them and send them out to your clients for their electronic signatures.

Term	Definition
Listing Docs	A dedicated folder for managing documents related to a property listing and the seller's side of a transaction.
Property Docs	A dedicated folder for managing documents associated with a buyer's side of a real estate transaction.
Disclosure	A legal document that reveals important information or potential issues about a property or a broker's role to a client.

Adding Disclosures for a Seller

When working with a seller, access your brokerage-specific forms through the listing documentation folder.

Adding Disclosures for a Buyer

When working with a buyer, manage their required forms from the property documentation folder.

Once added to the respective folders, you can easily access the disclosures to prepare them and send them out to your clients for their electronic signatures.

Term

Definition

Listing Docs

A dedicated folder for managing documents related to a property listing and the seller's side of a transaction.

Property Docs

A dedicated folder for managing documents associated with a buyer's side of a real estate transaction.

Disclosure

A legal document that reveals important information or potential issues about a property or a broker's role to a client.