Executive Summary
Concise condition snapshot with key findings, immediate safety concerns, and high-level cost estimates for known defects; used for fast decision-making by nontechnical stakeholders.
A clear, professionally prepared assessment reduces unknowns about property condition, informs pricing and contingencies, and supports lender, insurer, and title workflows. For lenders and buyers it helps quantify deferred maintenance and latent defects, and for sellers it documents condition at transfer.
Typical participants span transactional, technical, and regulatory roles involved in property transfers and capital projects.
Each participant relies on specific sections of the assessment; aligning scope early avoids rework and downstream delays.
Concise condition snapshot with key findings, immediate safety concerns, and high-level cost estimates for known defects; used for fast decision-making by nontechnical stakeholders.
Description of methods used, areas inspected, what was excluded (behind walls, below grade), and any access limitations that affect conclusions or require follow-up inspections.
Notes on property lines, easements, encroachments, grading, drainage issues, and proximity to hazards that could affect use, permitting, or title insurance.
Observations on foundations, load-bearing elements, roof structure, exterior walls, and visible settlement or cracking with recommended priority of repairs.
Summary of mechanical, electrical, and plumbing condition including age, capacity, visible code concerns, and immediate replacement or service recommendations.
Annotated photos, plan sketches, and measured drawings that support findings and provide a visual record for comparison during negotiation or project planning.
| Field | Configuration |
|---|---|
| Survey Type | Boundary | ALTA/NSPS | Topographic |
| Delivery Format | PDF report; optional CAD or GIS files |
| Authentication | eSignature accepted; consider SMS or ID verification |
| Retention Policy | Store signed report for at least seven years |
Confirm file types, signing methods, and integration needs before sending the assessment.
Place orders at least 10–21 business days before closing.
Most surveys are delivered within 7–14 business days.
Optional rush service often available for additional fee.
Re-inspections add 3–7 business days depending on access.
Lenders may require surveys no older than 90–180 days.
Agree on type and deliverables with the surveyor.
Provide site access and utility information.
Surveyor completes onsite measurements and photos.
Issue signed report and ancillary files to parties.
| 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 | No | No |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
A lender requested an ALTA survey for underwriting
A contractor ordered a topographic and as-built survey before mobilization