Agents with sellers acting as a representative of a trust or legal entity, such as a corporation, can use Glide to allow those sellers to complete disclosure forms.

For FL & PA clients -- Send the sellers the Disclosure Forms Packet as you would for any other seller, but identify the recipient as the name of the trust or legal entity. 

For CA clients -- Just make sure the zipForm file that you connect the Glide transaction to lists the seller as the trust or other legal entity that you want to appear on the final PDF. For the final forms, Glide will apply the names from the zipForm file rather than the names used within Glide.

You can then combine the RCSD and other Disclosure Forms into one packet, either using Docusign (following these instructions) or within the Glide transaction's Documents tab.

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