Property Summary
Brief property facts, address, unit identifiers, and salient condition notes so recipients understand the specific asset being considered.
A clear Home Options Presentation reduces misunderstandings, speeds decision making, and creates a written record of options and deadlines. Properly prepared, it supports compliance with disclosure rules and can be retained as evidence of the parties’ agreed choices under ESIGN and UETA frameworks.
Producers, advisors, and recipients vary by use: real estate agents, mortgage lenders, property managers, and prospective buyers or tenants commonly rely on this document.
Tailor the presentation to the recipient’s role: lenders focus on loan terms and contingencies, while agents emphasize timelines, disclosures, and comparative pricing.
Brief property facts, address, unit identifiers, and salient condition notes so recipients understand the specific asset being considered.
Side-by-side payment examples (purchase price, down payment, monthly payment, interest rate scenarios) and any seller concessions or lender credits.
State any inspection, appraisal, financing, title, or sale-of-home contingencies and the deadlines for satisfying or removing them.
Key dates such as offer expiration, inspection period, loan commitment date, closing window, and possession date in a simple timeline format.
List supporting paperwork needed to proceed (proof of funds, pre-approval letter, ID, executed disclosures) and submission instructions.
Action items assigned to each party with clear due dates and preferred delivery methods for signatures or documents.
| Field | Configuration |
|---|---|
| Signature Type | Email link or two-factor authentication |
| Required Fields | Make names, dates, and payment amounts mandatory |
| Authentication | Choose email, SMS, or knowledge-based verification |
| Retention | Enable secure archive and audit trail |
Choose a delivery channel that suits recipient access and the document’s legal sensitivity.
When using digital platforms, confirm supported file formats (PDF, DOCX) and integrations with CRM or document storage to streamline routing and archiving.
Specify the exact date and time the offer lapses if not accepted.
Set the final date to complete inspections and submit repair requests.
Record the lender’s commitment deadline for financing approval.
Provide the anticipated closing date range or target date.
Indicate when occupancy transfers to the buyer or tenant.
Presentation prepared and reviewed by listing or leasing agent.
Pre-approval or proof of funds provided and verified.
All parties have signed and dated the document.
Signed files archived and distributed to stakeholders.
| 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 | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (Premium tier) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA) | Yes (BAA) | Yes (BAA) | No | No |