# OriPilot: disclosure packages ready to sign, for California agents

Canonical page: https://oripilot.com/

OriPilot prepares California disclosure packages for signature. Upload your files, review the signing fields placed for your buyers or sellers, and decide when to send.

Create an account: https://app.oripilot.com/signup (one account per licensed agent; sign-up checks the DRE license).

## How it works

1. **Upload the disclosures.** Add the property and your buyers or sellers, then drop in the PDFs, a ZIP or a folder. Scanned pages are read too.
2. **OriPilot prepares the fields.** Signature, initial, date and name fields are placed for the people on your side. Rows the other side already signed get none.
3. **Review the draft.** Check every page with its fields drawn. Rows to check are flagged, and you can leave out documents you don't need.
4. **Send when you choose.** Press Sign to open the prepared documents on the signing page. Your clients see nothing until you press Send there.

## Forms it recognizes

Each C.A.R. form is recognized by the code and revision printed in its footer and placed from a layout measured for that revision; a copy that doesn't match its layout is read line by line instead.

- TDS: Real Estate Transfer Disclosure Statement
- SPQ: Seller Property Questionnaire
- AVID: Agent Visual Inspection Disclosure
- SBSA: Statewide Buyer and Seller Advisory
- AD: Disclosure Regarding Real Estate Agency Relationship
- PRBS: Possible Representation of More Than One Buyer or Seller
- BIA: Buyer's Inspection Advisory
- BIW: Buyer's Inspection Waiver
- SFLS: Square Footage and Lot Size Advisory
- WFDA: Wildfire Disaster Advisory
- WFA: Wire Fraud Advisory
- WHSD: Water Heater and Smoke Alarm Statement of Compliance
- WCMD: Water-Conserving Plumbing Fixtures and Carbon Monoxide Detector Advisory
- LPD: Lead-Based Paint and Lead-Based Paint Hazards Disclosure
- AS: Seller's Affidavit of Nonforeign Status
- RPA: California Residential Purchase Agreement

Also the Natural Hazard Disclosure statement, the Residential Earthquake Risk Disclosure, PRDS forms and local forms such as San José's street tree disclosure. A form OriPilot has no layout for is read line by line.

## What stays with the agent

- **Nothing goes out without you.** OriPilot prepares the signing page. Check every page there before you press Send: it can miss or misplace a field. Your clients see nothing before that.
- **Only your side signs.** Fields go to your buyers on a purchase and to your sellers on a listing. Rows the other side already signed get none.
- **Your files don't linger.** A package is deleted 90 days after you upload it, or sooner if you delete it. Your broker keeps the transaction record.
- **Old files stay old.** Documents from the sellers' own earlier purchase get an acknowledgment, not a fresh round of signatures.
- **Scans are read too.** Scanned pages go through text recognition first, then get their fields like any other page.
- **One license, one account.** Sign-up checks your license number and last name against the California DRE's list of licensees.

OriPilot places fields; it doesn't check them for you. Review every page before you send.

## Questions agents ask

### Is anything sent to my clients automatically?

No. OriPilot prepares the signing page and you send it from there yourself.

### Which forms does OriPilot handle?

C.A.R. disclosure forms, recognized by the code and revision in their footer, plus the Natural Hazard Disclosure statement, the Residential Earthquake Risk Disclosure and PRDS forms. Pages it has no layout for are read line by line, and you see every page with its fields before anything is signed.

### Does it work with a scanned package?

Yes. Scanned pages are run through text recognition first and then read like any other page.

### Who gets the fields, my buyers or the sellers?

You choose purchase or listing when you start the transaction. Fields go to the people on your side and to you as their agent.

### How long are my files kept?

90 days from upload, or until you delete them. OriPilot is not a records system: keep the signed copies with your broker as you do today.

### Who can sign up?

Real estate salespersons and brokers with a current California license. Your license number and last name must match the DRE's list.

## Transaction coordination

Transaction coordination is a separate service, delivered by people, for California deals from accepted offer to close.

Learn more: https://oripilot.com/transaction-coordinator/