Disclosure
A plain-language statement that the agent represents multiple parties and the potential consequences, including limitations on advocacy and confidentiality exceptions.
The form creates a clear, reproducible record that parties were informed about dual representation, scope limits, and confidentiality expectations. It helps brokers comply with state rules, reduces risk of later dispute or disciplinary action, and documents each party’s voluntary acceptance of reduced single-client advocacy.
Keep a copy in the transaction file and provide signed copies to all parties and the supervising broker; many states require broker retention for inspection.
A buyer signs to confirm they received the disclosure and voluntarily consent to the agent’s dual representation. This signature indicates the buyer understands confidentiality limits and reduced exclusive advocacy, and should match the buyer’s government ID for identity proofing.
The listing broker or designated broker signs to acknowledge the brokerage’s role, confirm that required disclosures were made, and accept recordkeeping responsibility. Broker signature often triggers internal supervisory duties under state real estate commission rules.
A plain-language statement that the agent represents multiple parties and the potential consequences, including limitations on advocacy and confidentiality exceptions.
A description of the agent’s specific duties for each party and any tasks or negotiations the agent will not perform to avoid conflicts.
A clear explanation of what information the agent will keep confidential and what information cannot be protected when representing multiple parties.
Signature and printed name blocks for each client, the agent, and the supervising broker, with dates and identification fields for validation.
The date the consent takes effect, stated in MM/DD/YYYY format, which determines when the limited representation begins.
A broker or firm acknowledgement confirming that required disclosures were made and that the brokerage will retain the executed form per recordkeeping rules.
| Field | Configuration |
|---|---|
| Authentication method | Email link plus optional SMS code |
| Signing order | Agent then each client sequentially |
| Conditional fields | Show special clauses if dual selection checked |
| Storage location | Save to broker transaction folder |
Integrations with transaction management tools (for example Salesforce, Microsoft 365, NetSuite, Procore) and secure cloud storage simplify retention and retrieval for audits or regulatory review.
Before substantive negotiations begin
The date parties sign or an agreed MM/DD/YYYY
Provide signed copy immediately after signing
Keep in transaction file per state rules
Document any later revocation in writing
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Yes (BAA available) | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |