Parties
Identify each party with legal entity name, DBA (if any), address, and primary contact to ensure clear responsibility and service of notices.
A clear Broker Service Request reduces ambiguity about scope, fees, and responsibilities, provides a record for compliance and audits, and speeds broker onboarding and performance tracking.
Common users include clients seeking representation, in-house procurement teams, property owners, insurance policyholders, and financial officers preparing to engage outside brokers.
The completed request becomes a working authorization and the basis for any subsequent broker agreement or engagement letter.
Identify each party with legal entity name, DBA (if any), address, and primary contact to ensure clear responsibility and service of notices.
Define precise tasks, territories, and exclusions so the broker’s obligations and deliverables are clear and measurable.
State start and end dates, renewal mechanics, and termination rights including any notice periods or cure opportunities.
Detail commission rates, flat fees, payment triggers, expense reimbursement, and tax reporting responsibilities.
Include any background checks, data release, escrow access, or subcontracting permissions the broker requires to perform services.
List exhibits such as property descriptions, prior agreements, or compliance certifications that must be considered part of the request.
Prepare files as PDF or DOCX and verify that any platform used supports audit trails, tamper-evident storage, and required signer authentication.
| Field | Configuration | Type | Requirement |
|---|---|
| Authentication method | Email link | Basic; SMS code optional |
| Field types | Text, date, checkbox, numeric |
| Conditional fields | Show additional inputs when checked |
| Audit trail | Auto-capture IP, timestamp |
Broker acceptance requested within 7–14 days.
Agreement effective on date signed by both parties.
Allow 5–10 business days for required checks.
Payment terms typically 30–60 days after closing.
Keep originals per retention rules below.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |