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Texas Agency Disclosure Form

Use a Texas Agency Disclosure Form template to make your document workflow more streamlined.

What the Texas agency disclosure does

The Texas Agency Disclosure Form records how a real estate professional’s agency relationship is explained and acknowledged by transaction parties. In practice, the broker identifies the relevant parties and disclosure information, places the required fields, sends the form for review, and captures signatures or acknowledgments. signNow supports the document workflow by detecting fillable fields after upload, routing the form to designated signers, and retaining a completion record with an audit trail. Texas brokers should confirm the current form language and transaction requirements before relying on any template.

Who completes the Texas agency disclosure

Texas brokers

Texas real estate brokers use this disclosure to document agency relationships, explain representation choices, and obtain signatures before proceeding with a transaction. signNow lets brokerages upload the form, detect fillable fields, route it to clients, and retain the completed record with an audit trail.

Clients and parties

Buyers, sellers, and their authorized representatives review the disclosure before signing. They can complete required fields on desktop or mobile, confirm consent to electronic records, and receive a completed copy for their transaction files.

How the disclosure workflow works

The Texas Agency Disclosure Form moves from field preparation to signer review, electronic consent, completion, and transaction-file storage.

  • Upload form: Upload the current Texas Agency Disclosure Form and let signNow detect its fillable fields.
  • Assign fields: Review agency, client, and acknowledgment fields before assigning each signer.
  • Send disclosure: Send the disclosure through signNow for review and electronic signature.
  • Store evidence: Download the completed form and audit trail for the transaction record.
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Quick steps for completing the form

Complete the Texas Agency Disclosure Form by checking the fields, routing each signer, and preserving the finished transaction record.

  • Upload form:

     Upload the current Texas Agency Disclosure Form to signNow.

  • Check fields:

     Check detected fields and assign them to each party.

  • Send form:

     Send the form to buyers, sellers, or representatives.

  • Archive records:

     Review signatures, download the audit trail, and archive both records.

Ways to send and sign the disclosure

  1. Use the signNow web app when a brokerage prepares the Texas Agency Disclosure Form, assigns party fields, and needs a desktop review before sending.
  2. Use the signNow mobile app when an agent and client review the disclosure during a property meeting or while traveling between transaction locations.
  3. Use kiosk mode when parties sign on a controlled brokerage device; Business Premium includes kiosk mode according to the verified plan details.
  4. Use a shareable signing link when an approved disclosure template must reach a designated party without manually creating a separate invitation.

Recommended disclosure workflow setup

Configure the Texas Agency Disclosure Form workflow around signer identity, transaction records, and evidence of consent.

SettingRecommendation
Authentication methodEmail verification with SMS OTP
Signature typeElectronic signature with signer intent
Audit trailEnabled with completion certificate
Document retentionBrokerage retention policy and Texas rules
EncryptionTLS 1.2/1.3 and AES-256

Security for signed disclosures

Data in transit:

 TLS 1.2/1.3

Stored documents:

 AES-256 at rest

Security reporting:

 SOC 2 Type II

Information security:

 ISO 27001

Electronic signatures:

 ESIGN and UETA

Health information:

 HIPAA with BAA

Record-keeping practices for agency disclosures

Preserve the signed Texas Agency Disclosure Form with its audit evidence and the transaction file, while confirming Texas-specific retention duties.

Confirm the retention period before archiving

Keep the signed disclosure and completion certificate together with the transaction record. Texas-specific retention obligations can vary by brokerage policy and applicable real estate rules, so confirm the required period with counsel or the Texas Real Estate Commission.

Export the audit trail with every completed form

Export the signNow audit trail with the completed Texas Agency Disclosure Form. Preserve signer identity details, timestamps, delivery events, and completion history so the brokerage can demonstrate how each party reviewed and signed the disclosure.

Archive transaction records with controlled access

Restrict access to the disclosure because it can contain names, contact details, and transaction information. Use role-based permissions and store exported files in an approved repository with access logs and documented deletion procedures.

Review every required acknowledgment before sending

Use a current template that clearly identifies the agency relationship and every required signer. Review field placement before sending, because missing acknowledgments or an incomplete party record can create avoidable transaction disputes.

Texas document limits to check

Notarization requirement

 May require acknowledgment

Wills excluded

 Electronic signing may not suffice

Family law documents

 Separate court procedures apply

Real-estate deeds

 Deed recording may fail
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Texas agency disclosure troubleshooting

Resolve field, signer, audit-trail, and compliance questions before relying on a completed Texas Agency Disclosure Form.

Upload the current Texas Agency Disclosure Form as a readable PDF or document file. If field detection misses an acknowledgment area, add the field manually and verify its signer assignment before sending. The Business plan includes templates and audit trails for this workflow.

A recipient can usually sign from the email link without creating a signNow account. If the link fails, confirm the recipient address, resend the invitation, and check whether organizational security filters block signNow email. Keep the original delivery record in the audit trail.

Electronic signing generally depends on intent, consent, attribution, and record retention under ESIGN, 15 U.S.C. ch. 96, and applicable Texas law. For consumer-facing records, provide the required electronic-record disclosure under 15 U.S.C. §7001(c).

Business and Business Premium plans include audit trails. Export the completion certificate and event history after signing, then store them with the Texas Agency Disclosure Form so the brokerage can show delivery, signer actions, timestamps, and completion.

The Business Premium plan includes bulk send, while Business does not list bulk send among its stated features. For one disclosure, assign the actual parties individually; for repeated approved workflows, confirm the plan feature before adopting bulk distribution.

signNow lists HIPAA compliance with a BAA for workflows involving protected health information. A real estate agency disclosure normally concerns transaction and agency information, so apply Texas brokerage privacy controls and do not assume HIPAA applies without PHI.

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