How Can Agents Help Elderly Or Non-Tech Savvy Vendors Complete The Vendor Questionnaire?

Start by explaining: "I’m here to help you navigate the form, but the answers must come from you. I can’t answer for you or give legal advice."
Use the tooltips and explanations in the form to guide the vendor, and type exactly what the vendor says.
Do not paraphrase or reword. For example, if the vendor says: "I think we had something done on the pool fence but I’m not sure," type that exactly or suggest they check and return later.
You can give SearchX advance notice and arrange a joint call with the vendor to complete the questions.