Property Details
Street address, legal description, parcel ID, and unit numbers; include MLS and county identifiers so title searchers can match records accurately.
A well-completed questionnaire reduces closing delays, lowers the risk of post-closing disputes, and provides the title company the information needed to clear exceptions. It creates a clear audit trail of seller disclosures and supports accurate payoff, tax, and recording instructions.
Each user relies on accurate answers to support inspections, title clearance, lender conditions, and recording; incomplete or inconsistent responses create downstream work.
Street address, legal description, parcel ID, and unit numbers; include MLS and county identifiers so title searchers can match records accurately.
Seller legal names, entity status, recent transfers, and any co-owner consent requirements that could affect vesting or signature authority at closing.
Known defects, past repairs, pest treatments, floodplain status, and other condition matters that must be shared under state disclosure statutes or local practice.
Mortgages, home equity lines, judgments, easements, and outstanding municipal liens; list account numbers and lender contact details whenever available.
Clarify which appliances, fixtures, and personal property are included or excluded from the sale and note any leased items or solar agreements.
Preferred closing date, required payoff statements, tax proration preferences, and routing instructions for the final signed package to the title or escrow agent.
| Field | Configuration | Required | Conditional | Attachment allowed |
|---|---|
| Conditional Fields | Show follow-up questions when seller selects 'Yes' for defects. |
| Signature Order | Seller signs first, then agent, then title representative. |
| Authentication Level | Email verification or SMS code for signer identity. |
| Template Saving | Save as template for repeat listings to speed future workflows. |
Ensure platforms meet your compliance needs (encryption at rest/in transit and audit trails) and can export a timestamped certificate of completion for the closing file.
Determines earnest money timing and contract contingencies.
Provide as required by state law before buyer waiver of contingencies.
Window for buyer inspections and seller responses to repair requests.
Date used to calculate prorations and payoff demands.
Record deed and mortgage within lender and county timelines.
Seller and agent complete questionnaire and attach documents.
Buyer inspections and title company searches run concurrently.
Payoffs, liens, and repair/seller disclosures are addressed.
Final signatures collected and deed submitted to county recorder.
Tim Martin needed remote signature collection to meet a tight closing window
Brian Fitzgibbons used standardized questionnaires for multiple properties to ensure consistent disclosures
The seller (individual or authorized representative) signs to attest to the accuracy of disclosures, known defects, and ownership. The signer should match the name on the deed or provide documentation proving authority to sign.
The listing agent often reviews and initials the questionnaire for completeness, confirms attachments, and certifies that the information was collected from the seller and supporting documents.
| 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 trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |