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Home Selection Document

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HOME SELECTION DOCUMENT

This Home Selection Document (the "Document") memorializes selections, specifications, payment terms and obligations related to the construction, customization or sale of a residential home identified below. This Document supplements and is incorporated into the underlying agreement between the parties identified herein.

Parties and Property

Client Name:

Builder / Seller Name:

WHEREAS Recitals

WHEREAS, Builder has agreed to construct or deliver a residence and to make selections of finishes, fixtures and upgrades in accordance with the scope and options selected by Client; and

WHEREAS, Client desires to make binding selections and to authorize purchases and change orders in conformity with the terms set forth in this Document and the primary purchase or construction agreement between the parties; and

WHEREAS, the parties intend that the selections recorded in this Document will control over any prior informal selections or communications unless expressly superseded in writing by mutual agreement.

Scope of Work and Selections

Model / Plan:

Exterior Color     Color/Code:

Interior Finish Package     Package:

Flooring     Type/Area:

Countertops     Material:

Plumbing Fixtures     Description:

Payment Terms

Total Contract Price: $

Initial Deposit: $ due upon execution of this Document.

Late Payment Fee: on past due amounts. All payments shall be due as set forth in the payment schedule and are non-refundable except as specifically provided in the underlying agreement.

Change Orders: Any change or upgrade requested by Client that affects price or schedule shall require a written change order signed by both parties reflecting additional cost and revised completion date.

Term and Termination

Commencement Date: . Estimated Completion Date:

Either party may terminate this Document for material breach if the breach remains uncured after written notice and expiration of the notice period specified below. Termination does not relieve Client of payment obligations for work performed or materials ordered prior to termination, except as expressly provided in the primary agreement.

Notice Period to Cure: days.

Confidentiality

The parties acknowledge that certain design documents, pricing, vendor lists, trade secrets and selection details may be confidential. Each party agrees not to disclose confidential information to third parties except to contractors, vendors or consultants with a need to know to perform obligations hereunder and who are bound to maintain confidentiality. Confidentiality obligations shall survive termination for years from the date of final payment.

Governing Law and Dispute Resolution

Governing State: . This Document and any dispute arising out of or related to it shall be governed by and construed in accordance with the laws of the state listed above, without regard to that state's conflict of law rules. The parties shall first attempt to resolve disputes through good faith negotiation; if unresolved, disputes shall be resolved as provided in the primary agreement or, absent such provision, in the courts of the governing state.

Representations and Warranties; Remedies

Each party represents that it has full authority to enter into this Document and that the person executing this Document has been authorized to bind the party. Remedies for breach shall include specific performance, monetary damages and other remedies as permitted by law and the underlying agreement.

Entire Agreement

This Document, together with the primary purchase, sale or construction agreement and any executed change orders, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior written or oral agreements related to selections recorded herein. No amendment shall be effective unless in writing and signed by both parties.

Acknowledgment

By signing below, Client and Builder acknowledge that they have reviewed and accept the selections, prices, payment schedule and terms set forth in this Document. Client authorizes Builder to proceed with procurement and scheduling based on the selections herein, subject to receipt of required deposits and any applicable approvals.

Client Name:

By:

Date:

Builder Name:

By:

Date:

Enter text✕

What the Home Selection Document Is and When It’s Used

The Home Selection Document is a structured form used in residential real estate and new-construction transactions to record a buyer's choices for finishes, upgrades, lot preference, and optional features. It captures selections such as flooring, cabinetry, appliances, paint colors, electrical packages, and allowance amounts, and creates a clear record for the builder, lender, and title. When completed accurately, the document reduces misunderstandings, links selections to purchase terms, and supports inspection and punch-list processes. It is suitable for both agent-assisted and direct buyer workflows.

Why a Clear Selection Record Matters

A Home Selection Document creates a single, auditable record of buyer choices that reduces disputes, clarifies costs, and aligns expectations among buyer, builder, lender, and agent. It streamlines ordering, minimizes change orders, and supports compliance with contract terms and financing requirements.

Why a Clear Selection Record Matters

Who Typically Completes and Manages This Document

Typical users include homebuyers, builders, listing agents, and project managers who record and coordinate finish selections and options.

  • Homebuyers specifying finishes, allowances, and upgrade acceptance before construction or at contract signing.
  • Builders and contractors using selections to place orders, schedule installation, and manage lead times.
  • Agents and lenders verifying that selections match financing, disclosures, and closing statements.

Proper completion reduces rework, supports inspections, and becomes part of the contract file for closing and post-closing reference.

Core Components Every Home Selection Document Should Include

Core components of a Home Selection Document define items chosen, pricing, allowances, lead times, acceptance deadlines, and contractual linkage to the purchase agreement.

Selections List

Itemized list of finishes and options (flooring, countertops, cabinetry, fixtures, appliances) with model numbers, color codes, and vendor references so procurement and warranty records align with buyer expectations and contract terms.

Pricing & Allowances

Documented price for each selection, any builder allowance, upgrade cost, and whether the buyer or seller covers variance; includes payment schedule and effect on final contract sum.

Delivery & Lead Times

Expected delivery dates, manufacturing lead times, and installation windows for each selected item; notes required for expedited orders or backordered items and responsibilities for delays or substitutions.

Approvals & Deadlines

Sign-off fields, due dates for final decisions, and explicit statements about consequences of missed deadlines including automatic default choices, additional charges, or schedule impacts to the build timeline.

Change Orders

Procedure for submitting and approving post-selection changes, cost reconciliation, authorization by both parties, and how late changes affect installation sequencing and potential liquidated damages if delays occur.

Attachment List

Attached exhibits such as product spec sheets, color swatches, vendor quotes, and stamped approval pages that become part of the contract; each attachment referenced by item code and date.

Essential Fields to Include in the Document

Buyer Name: Enter the full legal name exactly as on ID
Property Address: Full street, city, state, and ZIP
Selection Code: Manufacturer SKU or internal item code
Effective Date: Enter as MM/DD/YYYY format
Acceptance Initials: Initials and date required for each page
Signature Block: Typed or digital signature with signer name and date

Step-by-Step: Completing a Home Selection Document

Follow these steps to complete and record a Home Selection Document accurately for contract inclusion and procurement.

  • 01
    Prepare: Gather contract, plans, vendor lists, and allowance details.
  • 02
    Select Items: Choose model, color, finish, and quantity per line.
  • 03
    Review Costs: Confirm upgrade charges, allowances, and payment timing.
  • 04
    Sign & Distribute: Execute signatures, date, and send copies to stakeholders.

How Selection Documents Move Through the Process

Typical routing: collection, buyer approval, builder procurement, and final incorporation into closing documents and punch lists.

  • Upload: Sender uploads filled PDF or template to platform.
  • Assign: Place selection fields and assign signer roles.
  • Authenticate: Use email, SMS, or stronger signer verification.
  • Record: Signed record saved with timestamp and audit trail.

Technical Requirements for Digital Completion and Submission

To support eSubmission, the platform must accept PDF and DOCX, encrypt transit, and maintain detailed audit trails.

  • File Formats: PDF, DOCX, and Excel supported.
  • Integrations: Salesforce, NetSuite, Microsoft 365, Google Workspace.
  • Security: TLS 1.2/1.3 in transit; AES-256 at rest.

Configuring an Online Workflow for Selections

Configure an online workflow that captures choices, enforces deadlines, and routes confirmations to builder, buyer, and lender.

Field Configuration
Signers Buyer, agent, and builder in role order
Conditional Fields Show upgrade cost only if selected
Notifications Email and SMS to assigned parties on completion
Attachments Attach spec sheets and vendor quotes automatically

Key Deadlines and Timing to Track

Key deadlines govern selections, deposit timing, vendor ordering, and how late choices affect completion and closing schedules.

Final selection cutoff deadline for orders:

Buyer must confirm choices by this date to avoid default selections.

Deposit and Upgrade Payment Schedule:

Deposits due at contract; upgrades billed per builder schedule.

Vendor order and lead time estimates:

Ordered items follow manufacturer lead times; expect four to twelve weeks.

Inspection and punch list review window:

Installations inspected before closing; buyer reports defects for correction.

Late change fees and schedule impact:

Late selections may incur fees, delays, or default substitutions by the builder.

Common Preparation Errors to Avoid

  • Submitting incomplete or nonstandard product codes, causing vendor order errors, lead-time delays, and mismatches between what the buyer expects and what is delivered.
  • Failing to document who approved upgrades, the payment responsibility, and the change order, resulting in billing disputes at closing and after occupancy.
  • Missing selection deadlines triggers builder default selections or delayed installations, which can push back closing or require costly expedited shipping.
  • Using ambiguous language for allowances or allowances exceeding contract limits, leaving parties uncertain about reimbursements and final pricing adjustments.

Primary Risks and Potential Penalties

Cost Overruns: Buyer pays excess upgrade costs
Delay Costs: Schedule delays may incur penalties
Financing Issues: Lender refusal for unapproved upgrades
Warranty Exposure: Nonstandard items may lack builder warranty
Dispute Risk: Ambiguities can lead to contract disputes
Title/Closing Delay: Unresolved selections can delay closing

How the Home Selection Document Differs from Related Records

How the Home Selection Document differs from related documents such as change orders, purchase agreements, and punch lists.

Aspect Purpose Timing Legal Effect Typical Signers
Home Selection Document record buyer choices pre-closing incorporated into contract as exhibit buyer, builder, agent
Change Order modify scope after contract post-selection alters contract price/schedule buyer, builder
Purchase Agreement defines sale terms contract signing legally binding sale buyer, seller, agents
Punch List list defects for correction final inspection not a pricing document builder, buyer, inspector

eSignature Vendor Comparison for Completing a Home Selection Document

Comparison of typical vendor pricing and core capabilities relevant to eSigning Home Selection Documents; signNow appears first per vendor ordering rules.

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

Frequently Asked Questions About Home Selection Documents

Answers to frequent practical and legal questions about completing, signing, and storing a Home Selection Document for residential transactions.


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