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How Clients Fill Out Disclosure Forms Using Glide
How Clients Fill Out Disclosure Forms Using Glide

This article shows how sellers complete disclosure forms on Glide, showing five unique features sellers won't find elsewhere

Jake Brian Tipagat avatar
Written by Jake Brian Tipagat
Updated over a week ago

Inviting the Sellers

To begin, listing agents or transaction coordinators send the seller (or sellers) an invitation to complete disclosure documents on Glide. The disclosure forms can be completed in person or online. The most common way to complete disclosures on Glide is online.

We describe how listing agents and teams send invitations in a different article. For more information, read:

Accepting the invite

The seller opens the invite email and clicks the Get Started button, which opens At this point, the seller must create a new password for their Glide account, which keeps their information protected and allows them to re-access the forms at any time.

After entering a new password, the seller continues through the workflow to submit responses back to the listing agent.

Signing up for a Glide account

If the seller has never before accessed Glide, they create an account by following these instructions.

1. Open your email account, locate the invite, and click Begin Disclosures.

2. On the Sign up page, enter a new password and click the Sign Up button.

  • A password is required to protect your data and answers for the disclosure forms

Glide opens and displays the seller’s personal Glide workspace.

  • At this point, sellers see one or more forms on the workspace.

Opening the documents

1. On the Glide workspace, sellers select the first document on the list.

2. A banner will appear at the top of the screen to notify sellers if another seller in their party is already answering questions in the disclosure forms.

3. Read the introduction and then click Continue.

4. Read the Disclosure advisory thoroughly and then click I Accept.

  • California attorneys created advisories to help educate sellers on the duty to disclose. The Disclosure advisory explains important information for sellers to accurately complete their disclosure forms.

  • Glide keeps an electronic record confirming that the Seller has accepted each advisory before completing their disclosure forms.

Completing the forms

1. On the Begin page, click a form.

  • In this example, the disclosure package has two forms to complete (TDS and SPQ). The seller clicks Begin to open the Real Estate Transfer Disclosure Statement.

2. Click Get Started on the introduction page.

3. Read the TDS advisory thoroughly and then click I Accept.

  • Some forms have their own specific advisory to provide important insight into how to answer the specific questions found on that particular form.

  • Tip: Print the disclosure advisory to keep as a reference while you go through the questions.

Answering questions

Responding to disclosure questions on Glide provides sellers with unique features they won't get anywhere else!

  • Organization: Glide groups like-items in the TDS property items section and requires an answer for each question to prevent sellers from missing items. This means sellers have to select 'None of these' or an item in each section to complete the form.

  • Required Answers: Any sections accidentally left blank are highlighted for the seller to complete before the form can be submitted back to the listing team.

  • Help Content: Sellers often need help understanding questions, such as those related to 220-volt wiring or appliances. Glide provides images and explanations to help sellers better understand the correct response for their property.

  • Collaboration: Sellers can leave comments for the listing team. When in doubt, sellers click the Flag for Review link and leave a question or comment for the agent. These comments are never saved with the answers to the form questions. They are only used for internal communication within Glide.

  • To learn more about flagging questions for the agent, see How Sellers Flag Disclosure Questions for their Agent’s Review.

  • Saved Responses: Answers are saved every step of the way, so sellers never have to worry about lost data. Each time they continue to the next screen, the information entered is saved.

  • Package Completion: Most disclosure packages contain multiple forms. Sellers need to complete all forms before they can submit the disclosure package back to the agent for review.

Written explanations

Some questions may require an additional explanation beyond a multiple choice answer. This is where Glide truly shines compared to the tedious process of handwriting or separately drafting detailed disclosure content.

  • Users cannot proceed without providing an explanation for any question that requires one (e.g. specifying where property exhaust fans are located).

  • Where space allows, enter responses directly into the designated area on each form. If responses do not fit in a designated area, they are automatically added to a separate page and referenced using a text-overflow addendum.

Attaching files

Most questions that include an option for a written explanation offer clients the opportunity to attach documentation. This encourages full disclosure by allowing clients to organize supporting materials such as property photos, receipts, inspection reports naturally as they fill out each form.

  • Clients can attach documents from their local hard drive or cloud storage services such as Dropbox and Google Drive.

  • Supported file types include images (e.g. JPG, PNG) and PDF.

  • Attachments are automatically indexed and appended to each completed form as exhibits. A separate PDF file containing all attachments for each form is added to the relevant transaction.

Review page

Once your client reaches the end of a form, they can review their responses. This includes returning to any questions flagged for review. They can also answer missed questions.

All required questions must be answered before the form can be submitted for your review.

  • If a client flags a question for review, they must provide an answer to ensure their submission is complete.

  • The Fix Issues button guides clients to missed questions -- one at a time -- until all issues are addressed.

Completing the Disclosure Package

When sellers complete the workflow for the Real Estate Transfer Disclosure Statement, click Go to Next Form.

  • At this time, sellers can take a break and log back into Glide to complete the remaining forms later if needed.

1. Click Get Started to begin the next form.

  • In this example, the next form is the Seller Property Questionnaire.

2. Read the Disclosure advisory for this form thoroughly and then click I Accept.

3. After completing all forms requested in the disclosure package, Sellers have an opportunity to review their answers and then click the Continue button to submit.

4. Glide submits the form back to the listing team in an email notification.

Revising answers

Sellers can return to the form and revise or add answers. To learn more, read:

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