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How to Create a User Disclaimer

Note
This information should typically only be used by real estate agent users. If you are a lender user, please contact your internal administration team.

  1. In the header bar of any Total Expert page, click your name to open the settings menu and select Disclaimers.
  2. Click the +Create button. A slide-out panel appears.
  3. In the Disclaimer Name field, enter a descriptive name, such as Standard_Print_Disclaimer, ensuring it meets the character requirements.
    1. The name of the disclaimer cannot be edited once you submit this form.
    2. Only the following characters are allowed:
      1. uppercase letters (A–Z)
      2. lowercase letters (a–z)
      3. numerals (0–9)
      4. these special characters: _  -  *  (  )  #
  4. In the Disclaimer Description field, enter the text of your disclaimer.
    1. This is what will appear on your marketing materials.
  5. (optional) In the Disclaimer Type drop-down list, select the applicable type.
    1. This defaults to Sub-Disclaimer unless you select a different type.
  6. Click the Submit button.

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