BrokerBot’s PDF Policy
BrokerBot is designed to provide information in clear, structured text format right within your chat.
For security and system reasons, BrokerBot cannot create, export, or send PDF files of any kind, including:
Reports
Calendars
Contracts
Forms
Exported summaries
Alternative Solutions
Text summaries: BrokerBot can deliver information, guides, process steps, or templates in easy-to-copy text form.
Manual Conversion: You can copy BrokerBot’s response and use a PDF printer or a document editor (like Word or Google Docs) to save or export as a PDF.
Screenshots: For quick sharing, take a screenshot of BrokerBot’s answer and save or print as needed.
How to Get PDF Versions
If you specifically need a document as a PDF (for compliance, signing, or sharing):
Use your preferred document editor (Word, Google Docs, Pages) to paste BrokerBot’s output and export it as a PDF.
Some platforms (like Google Docs) offer “File > Download as PDF.”
For official forms (like contracts, disclosures), reach out to your broker or transaction coordinator for the correct, official PDF file.
Why this Policy?
Limiting PDF generation helps maintain data security and prevent unauthorized sharing of sensitive information.
It ensures all documents in use are official and up-to-date.
Still need help?
If you need a specific PDF or have trouble exporting, contact your admin or support team for assistance.
