How to Complete Disclosure Forms as a Seller in Mevi

As a seller in Mevi, you can easily complete disclosure forms shared by your agent. This step-by-step guide walks you through the process of reviewing, editing, and signing disclosure forms.

Step 1: Access the Disclosure Forms

• Check your email: When your agent shares disclosure forms, you’ll receive an email notification from Mevi.
• Click the button: Open the email and click the View Forms button to be redirected to the Mevi app at app.mevi.io.

Step 2: Locate the Disclosure Forms

• On the Deal Page, navigate to the My Tasks section.
• Find the disclosure forms listed as tasks and click Review/Edit and Sign on the desired form to proceed.

Step 3: Edit the Form

• You’ll be directed to the Review, Sign, and Edit page, which shows who is included on the form and who still needs to sign.
• If the form requires input, click Edit to begin.
• Complete the Smart Form by filling out the required fields.
• Review your entries and click Save and Next Section to move to the next page.

Tip: To navigate between sections, use the 3-dot Action Menu, select Go to Section, and choose the desired section to jump directly to it.

Step 4: Save Your Changes

• After reviewing and completing all sections, click Save one final time.
• A pop-up will appear—select Save to confirm your changes.

Step 5: Sign the Form

• Once the form is complete, click Review to double-check your entries if needed.
• When ready, click Sign in the bottom right corner.
• Follow the prompts to load the signing process, then click Continue.
• Click Start and engage with the prompts to complete any required fields or acknowledgments.
• Locate the Sign Here field, sign the form, and click Accept.

Step 6: Submit the Form

• After signing, click Finish and Submit to complete the process.
• You’ll be redirected to a Signature Completed screen. Click Done to return to the Deal Page, where you can view your next tasks.

Tips

• Double-check entries: Review all fields before saving to ensure accuracy.
• Use navigation tools: The 3-dot Action Menu makes it easy to jump between form sections.
• Check notifications: Regularly monitor your email and Mevi app for updates on tasks.

Troubleshooting

• Can’t find the email? Check your spam or junk folder, or ask your agent to resend the invitation.
• Unable to access the form? Ensure you’re using the correct link (app.mevi.io) and that your browser is up to date.
• Missing signature permissions? Contact your agent to confirm you’ve been assigned Sign permissions.

Related Articles:

• Track Your Real Estate Deals as a Buyer or Seller in Mevi
• How to View and Act on Offers in Mevi