Revised TREC Forms Now Mandatory: Here’s How to Update Your Templates

The Texas Real Estate Commission in November approved changes to several of its forms. The use of the revised forms is mandatory Feb. 1, 2023.

Revised Forms:

ZipForms & Instanet Transaction Desk, the two transaction management tools available to our members, both automatically update with the newest version of forms available from TREC and Texas REALTORS®. So, any new transactions you create will have the latest and greatest forms.

However, if you have any templates in these systems, they do NOT automatically update with the newest version of the form. You will need to edit those templates and update to the newest forms.

How to Update Your Templates in ZipForms

  1. Click on “Templates” and click on the Template Name you want to edit.
  2. Check the checkbox in the top left corner of the form you need to remove.
  3. Click Delete on the light gray toolbar above.
  4. Then, add in the new version of the form by clicking on the blue “All Forms” button in the top right hand corner and locating the new form you need.

Click here for a step by step walkthrough with screenshots

How to Update Your Templates in Instanet

  1. Click on “Settings” and “Transaction Templates”.
  2. Click on the name of the template you want to edit.
  3. Click on “Forms”.
  4. Click on the 3 dots to the right, and click “Delete” to remove the old version of the form.
  5. Click on the plus sign to add a new form and select the new version of the form.

Click here for a step by step walkthrough with screenshots

That’s it! You’ve updated your template with the newest version of the forms.