How to Advise Sellers on Disclosures Without Crossing the Line into "Practicing Law" | Sellers Shield

How to Advise Sellers on Disclosures Without Crossing the Line into "Practicing Law" ⚖️🧑‍⚖️

Learn where the line is between guidance and legal advice, plus September product updates, HVAC warranty traps, and spooky season scripts for agents.

Gavel and scales of justice with handshake — disclosure guidance for agents

When a seller asks whether to check "Yes" or "No" on their disclosure form, answering for them can put you at risk of the unauthorized practice of law and post-closing liability.

Learn where the line is between guidance and legal advice, three safe responses to use when sellers ask for help, and how Sellers Shield's Gold Standard Disclosure Process™ gives sellers attorney-reviewed guidance so you don't have to interpret the form yourself.

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Product Updates

We've rolled out a handful of updates this month to make disclosures faster and more flexible — plus a few workflow improvements agents have been asking for.

Delaware and North Carolina Disclosure Updates
The Delaware and North Carolina disclosure forms have been updated and are available to be sent from your dashboard.
Sellers Can Review Before Signing
Sellers can now review their disclosure forms before signing.
Access Previously Signed Disclosures
Agents and sellers can now access any previously signed versions of the disclosure form from their dashboards. See how it works →
Text Reminders to Sellers
In addition to email reminders, agents can now send a text reminder to their primary seller. If the disclosure was originally sent by text, the reminder will automatically go to that same phone number. See how it works →
Send Disclosure

Don't Let Your Sellers Rely on a Home Warranty Alone

HVAC unit — home warranty isn't always enough for sellers

As temperatures cool down this fall, HVAC systems are usually coming off heavy summer usage. A surprisingly common trap for home sellers is relying solely on a home warranty when an air conditioner or heater fails post-closing.

Read this blog to learn why home warranties don't always protect sellers from liability.


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Spooky Season, Spooky Disclosures 👻

Halloween decorated front porch with pumpkins

Not all scares come from haunted houses... sometimes they come from undisclosed issues in a home sale.

As an agent, you know how important disclosures are. The truth is, hidden water damage, mold, foundation issues, or even past pest infestations can come back to haunt sellers long after closing.

This spooky season, remind your sellers: the real horror story isn't ghosts in the attic — it's a disclosure gone wrong. 💬

Not sure how to start the conversation? Use our copy-and-paste scripts to explain Home Sale Legal Protection to your sellers, including what to say when they push back. Get the scripts →

Stay safe, stay protected, and keep those spooky surprises off your closing table!


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Join Our On-Demand Webinar! 🧑‍💻

Join Sellers Shield's on-demand webinar

Join us for our new & improved on-demand webinar! See Sellers Shield in action with our Live Demo. Why Attend?

  • See our Gold Standard Disclosure Process LIVE
  • Learn how to get 100% complete disclosures
  • Explore our legal protection options

The best time to protect your clients from a disclosure claim is before the transaction closes — not after.

Register Here