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How to Set Up State Disclaimers (Admin Only)

State-specific disclaimers help ensure your marketing materials meet regional compliance requirements. You can assign a unique disclaimer to each state by following the steps below.

  1. Navigate to Admin Panel > Users > State Disclaimers.
  2. Click New State Disclaimer to open the creation form.
  3. Fill out the required fields:
    • Title — Name the disclaimer (e.g., "California Brokerage Disclaimer")
    • State — Select the applicable state from the dropdown
    • Disclaimer — Enter the full disclaimer text in the text box
  4. Click Create State Disclaimer to save it.
Using State Disclaimers in the Designer

When an agent creates a design that includes a state disclaimer, a window will prompt them to select the correct state. The corresponding disclaimer text will automatically populate in the appropriate location on the template.

Agent State Assignment Requirements
  • Agents must be assigned to their correct state (or states) in order to see and select the appropriate disclaimer when creating a design.
  • If an agent is not assigned to any office, the system will display all available disclaimers rather than limiting the list to relevant options.