The required Professional Services, Disclosure & Election form is signed by both Seller and Buyer in each transaction. When signing either the Exclusive Right to Sell Listing Agreement or the Exclusive Buyer Agency Agreement, you will check a box indicating that your client has seen it. At the time you sign your agency agreement, you’ll want to at least write in their chosen law office (for a seller, you may simply put “Seller wishes to use buyer’s lawyer” - if that is the case)
At this time, you will have your buyer or seller initial the rows with selected service providers added, initial the bottom of the first page and sign the second page. Later, after your offer has been made into a contract, you’ll want to meet with the buyer to discuss inspections and service providers.
It is a great idea to provide your client with 3 options for each of the service providers in the list. This can be made into a PDF using Google Docs (Download as PDF). Discuss with your buyer client at length why they should perform inspections and write down who they choose.
If you’re using Zipforms, you’ll have to redo their initials and signatures but at least there are only a couple of tasks they have to repeat. Add their choices in the appropriate fields and N/A where not-applicable.
Under “Who Orders”, type the person’s name who is responsible for scheduling the service; oftentimes, it will be you. The drop-down menu provides choices you’ve entered in the past from filling out the form.
After you have entered all relevant fields, click on e-Sign or Save it to include the form when sending a signature packet.
You’ll want to include their initials on all rows in the Selected or Waived columns. You can leave out rows that are not applicable.