Disclosure
Plain-language statement that dual agency exists, who will represent each party, and when the agency relationship arises during the transaction.
A signed Dual Agency Form documents informed consent, reduces conflicts over representation, clarifies confidentiality exceptions, and provides an evidentiary record for broker compliance and consumer protection.
Copies should be retained by the brokerage and given to all signing parties to ensure transparency and to document consent.
Plain-language statement that dual agency exists, who will represent each party, and when the agency relationship arises during the transaction.
Explicit, dated acknowledgment from each client consenting to shared representation and waiving exclusive agent advocacy where appropriate.
Clear description of what the agent will and will not do for each client, including negotiation limits and confidentiality exceptions.
Statement describing which confidential information will be withheld from the other party and what information may be shared as part of negotiations.
Disclosure of commission arrangement and how any commission will be split between cooperating brokers or agents.
Dated signatures for all clients and the licensee, plus printed names and contact information for recordkeeping.
| Field | Configuration |
|---|---|
| Authentication | Use email plus optional SMS code for signer verification. |
| Required Fields | Make names, addresses, dates, and signatures mandatory. |
| Attachments | Allow supporting documents like agency disclosure PDFs. |
| Audit Trail | Enable IP, timestamp, and action logging for compliance. |
Retain exportable signed PDFs and audit logs in your document management system for compliance and future reference.
Provide disclosure before confidential information is exchanged.
Obtain consent prior to drafting or submitting contractual offers.
Provide updated form if representation structure changes mid-transaction.
Retention begins on the effective date of the signed form.
Ensure copies are available throughout transaction lifecycle.
Confirm whether clients want notarization; it is optional for agency forms.
Arrange a notary or mobile notary if notarization is chosen.
Notary verifies government ID before notarizing signatures.
Use Remote Online Notarization where permitted and available.
Most states do not require witnesses for agency consent documents.
Keep notarial acknowledgements with the transaction file.
Notaries often keep journal entries for RON or in-person sessions.
Check local county or notary rules for any special requirements.
| 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 | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
A regional brokerage standardized online consent forms to reduce disputes.
A small brokerage adopted electronic routing for dual agency disclosure.