Adding IABS Form to Agent Website (for Texas Agents)

Adding IABS Form to Agent Website (for Texas Agents)

As a Texas agent, you are required to display the Information About Brokerage Services (IABS) and the Consumer Protection Notice in your website footer. While these forms are automatically added to your site, we highly recommend replacing the IABS form with one that includes your specific information. Follow the steps below to update the link in your website footer.

Step 1: Download and Complete Your IABS Form

  1. Download the companies IABS form from this link.

  2. Fill out your section of the form at the bottom of the PDF.

  3. Save the updated PDF to your device.

Step 2: Upload Your IABS Form Online

To add the form to your website, you need to upload it online:

  1. The easiest option is to upload it to Google Drive.

  2. If you need help uploading a document to Google Drive, refer to Google’s help guide.

  3. Once uploaded, copy the shareable link to your document.

  4. If you need help sharing a Google Drive document, follow these instructions.

Step 3: Update Your Website Footer

  1. Log in to your BoldTrail Account at crm.daltonwade.com.

  2. Click on your profile photo in the top right corner.

  3. In the popup menu, click Websites.

  4. Locate your Dalton Wade website in the list and click Site Settings.

  5. Scroll down to the Custom Footer Code section. You will see preset text in this box.

  6. Locate the following link in the code:

  7. Replace this link with the one you copied from Google Drive. This will hyperlink your personalized IABS form in your footer.

  8. Click the Save button.

Step 4: Verify the Update

  1. Visit your website to confirm that the changes are visible.

  2. If you do not see the updated form, you may need to clear your website cache.

Your website is now updated with your personalized IABS form! If you encounter any issues, please reach out to support for assistance.


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