Integrations/
Securexchange
Seller disclosure

Prepare Form 2 with the Securexchange Seller Disclosure Tool

Complete your client's Seller Disclosure Statement using the tool developed by REIQ in collaboration with Securexchange. Access it from Realworks when you are ready to work on Form 2.

Open Securexchange from the left-hand menu.
How self-completion of Form 2 moves through Securexchange and Realworks.
How self-completion of Form 2 moves through Securexchange and Realworks.

Where the workflow starts

1

Open Securexchange

Select the Securexchange entry in the left-hand Realworks menu to open the Seller Disclosure Tool.

STARTS IN REALWORKS
2

Choose self-completion

Prepare Form 2 on your client's instructions, with documents and preparation tasks in one workflow.

IN THE SELLER DISCLOSURE TOOL
3

Order any searches

Additional searches may be needed for a property. Review REIQ's pricing information before you start.

PRICED PER SEARCH

A place to manage your disclosure preparation

The Seller Disclosure Tool brings documents and preparation tasks into one workflow. Choose self-completion when you are preparing Form 2 on your client's instructions.

Before you start

Review REIQ's explanation of the tool and its search pricing information. Additional searches may be needed for a property.

Seller Disclosure Tool and pricing information

Prefer to engage a legal service?

The same tool also provides access to Form 2 Company. Explore that option if you want a legal service to prepare the statement on your behalf.

One entry point, two preparation choices

Securexchange provides the tool. Form 2 Company is the legal service you can appoint through it.

Explore Form 2 Company

Questions about this workflow

Where do I access the tool?

Use the Securexchange entry in the left-hand Realworks menu.

Is Securexchange the legal preparation service?

Securexchange provides the tool. Form 2 Company is the legal service you can appoint through it.

Can I compare the preparation options?

Yes. See the Form 2 Company page for the legal preparation route, or REIQ's Seller Disclosure Tool overview for both options.

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