Are electronic signatures valid?

Yes. Electronic signatures are generally legally binding under the federal ESIGN Act and state UETA laws when intent, consent, attribution, and record retention are present. Confirm consumer-facing disclosures when required.

When is notarization required?

Notarization is required for certain documents like deeds or powers of attorney in many states. For marketing authorizations it is usually unnecessary, but check local recording or title requirements before relying on a non-notarized document.

Can the seller sign remotely?

Yes. Remote electronic signing and remote online notarization (RON) are available in most states; verify state RON rules and identity-proofing requirements where notarial acts are needed.

What if a signature is missing?

A missing required signature can invalidate permissions or delay listing. Capture the correction promptly with a dated signature and updated audit trail to preserve enforceability.

How should kits be stored?

Store signed kits in a secure, access-controlled system with immutable audit trails. Retain copies according to tax and industry retention rules and keep exportable PDFs and certificates of completion.

How to update a completed kit?

Create an amendment or addendum that references the original kit, obtain signatures for the amendment, and attach it to the original record so the audit trail shows both documents.

Electronic Signature
Templates
Marketing
Marketing Pre-Listing Kit

Marketing Pre-Listing Kit

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

MARKETING PRE-LISTING KIT

Parties

Client / Brand Name:

Client Contact (Primary): Phone: Email:

Marketing Agency / Creator:

Agency Contact (Primary): Phone: Email:

Campaign Overview

Campaign Name Primary Objectives Target Audience Primary Channels

Campaign Period: Start End

Property / Listing Details (if applicable)

Property Address

Property Type: Bedrooms: Bathrooms:

Deliverables

The Agency will produce the following deliverables in accordance with the schedule and specifications below. Each deliverable will be subject to the approval and revision provisions set forth in this Kit.

Deliverable 1 — Description

Quantity: Format: Due:

Deliverable 2 — Description

Quantity: Format: Due:

Additional Deliverables / Notes

Creative Approvals & Revisions

Number of review rounds included: Turnaround per round:

Final approvals shall be documented in writing. Additional revision requests beyond the included rounds will be billed at the Agency's standard hourly rate unless otherwise agreed in writing.

Compensation & Payment Schedule

Total Fee: Currency:

Payment Schedule

Deposit Amount or Percentage: Deposit Due:

Usage Rights & Licensing

The Agency grants Client a non-exclusive / exclusive (select box below) license to use final deliverables as specified herein. The license grant and restrictions set forth below are binding and survive termination of this Kit.

License Type: Non-exclusive Exclusive

License Scope (media, size, channels)

Territory: Duration:

FTC Disclosure Compliance

When required by law or platform policy, the Agency and Client shall ensure that all promotional content includes a clear and conspicuous disclosure of the material connection between the parties. The Creator shall use language or platform-provided tags/labels that clearly indicate the sponsorship or material connection.

Agency confirms it will include required disclosures in each post:

Exclusivity

Exclusivity requested by Client: If checked, exclusive scope: Exclusivity Period:

Termination & Kill Fee

Either party may terminate this Kit on written notice to the other. Notice period (days):

If Client terminates after Agency has commenced work, Client will pay a kill fee equal to:

Intellectual Property & Ownership

Unless otherwise agreed in writing, the Agency retains ownership of raw footage, master project files, and underlying materials. Client receives the licensed use set forth above for final approved deliverables.

Client requests assignment of ownership for certain deliverables: If checked, list deliverables to assign:

Access, Releases & Permissions

Client authorizes Agency and its contractors to access the property for the purposes of producing deliverables and represents it has authority to grant such access.

Property access granted: Keys / Alarm info provided:

Photo / Video Release: Drone Use Permitted:

Representations, Warranties & Indemnity

Each party represents and warrants that it has full authority to enter this Kit and to grant the rights and permissions granted herein. Client will indemnify and hold Agency harmless from any claim arising from Client's breach of ownership or permission representations. Agency will indemnify Client for Agency's breach of intellectual property representations.

Limitation of Liability & Governing Law

Except for gross negligence or willful misconduct, neither party will be liable to the other for consequential, incidental, or special damages. This Kit is governed by the laws of:

Miscellaneous Provisions

Amendments to this Kit must be in writing and signed by authorized representatives of both parties. Notices shall be delivered to the contact information listed above unless otherwise notified in writing.

Special Instructions / Additional Notes

Property Owner / Client:

By:

Date:

Marketing Agency / Creator:

By:

Date:

What the Marketing Pre-Listing Kit Is and when it’s used

A Marketing Pre-Listing Kit is a standardized package of documents and information prepared by an agent or seller before a property is listed for sale. It typically combines property details, seller disclosures, marketing permissions, photo and floorplan authorizations, staging recommendations, and contact authorizations so the listing process begins with a complete, compliant record. Preparing the kit in advance reduces back-and-forth with sellers, ensures required disclosures are captured early, and creates a single source of truth for marketing, MLS submission, and transaction tracking.

Why assemble a pre-listing kit

A complete Marketing Pre-Listing Kit reduces listing delays, improves accuracy for MLS and marketing materials, and documents seller authorizations and disclosures in one place to reduce legal and operational risk.

Who prepares and relies on the pre-listing kit

Agents, brokerages, and sellers use the kit to standardize pre-listing activities and capture necessary authorizations before marketing begins.

Real estate agents and listing coordinators who manage photo shoots, staging and MLS entry for timely listings.
Brokerage compliance teams that need consistent disclosure, authorization, and record retention across transactions.
Sellers or property owners who must provide disclosures, property access permission, and marketing consent before listing.

The assembled kit supports marketing teams, photographers, MLS submitters, and closing coordinators by providing a single verified record to reference.

Core elements to include in a professional kit

A thorough kit combines factual property data, signed seller disclosures, photo and access authorizations, marketing preferences, contact information, and any third-party vendor agreements necessary for marketing and listing.

Property Data

Address, parcel/lot number, legal description, square footage, lot size, year built, utilities, zoning, and accurate room counts to populate MLS and marketing materials.

Seller Disclosures

Signed state and federal disclosures (property condition, lead paint, HOA statements) that must accompany the listing and are critical for liability management.

Marketing Permissions

Signed authorizations for photography, virtual tours, sign placement, lockbox use, and online advertising, including any restrictions the seller requires.

Photo & Access

Signed access release and scheduling details for photographers, stagers, and contractors plus emergency contact and gate codes if applicable.

Pricing & Terms

Proposed listing price, price floor guidance, commission splits, and any seller-accepted contingencies to align marketing messaging and negotiation strategy.

Vendor Agreements

Contracts or scopes for photographers, stagers, inspectors, and repair contractors when those services are retained as part of the listing process.

Step-by-step: assemble the kit before listing

Follow these sequential steps to collect required data, obtain signatures, and prepare materials for MLS and marketing distribution.

01

Collect basics: Gather property facts, title owner names, and utility information.
02

Complete disclosures: Have the seller review and sign all state-required disclosure forms.
03

Authorize media: Obtain photo and access authorizations with scheduling details.
04

Finalize kit: Verify signatures, attach vendor agreements, and prepare MLS-ready files.

How the pre-listing kit moves the listing forward

The kit organizes authorizations and documentation so downstream tasks — photography, staging, MLS entry, and marketing — proceed without administrative delay.

Prepare: Agent compiles forms and information for seller review.
Authorize: Seller signs disclosures and media releases electronically or on paper.
Execute: Photographer and vendor work from confirmed access and schedules.
Publish: MLS entry, listing syndication, and marketing assets go live.

Digital delivery and e-signature considerations

Use secure platforms that support fillable PDFs, audit trails, and signer authentication to capture clean, admissible records.

File types: PDF, DOCX supported
Authentication: Email or SMS codes
Integration: MLS and CRM integrations

Typical digital workflow settings for a pre-listing kit

Configure the digital workflow to validate signers, collect signatures in order, and attach a searchable audit trail for compliance.

Field	Configuration
Signer Order	Seller first, then co-owners
Authentication Method	Email link with optional SMS code
Required Fields	Seller name, signature, date mandatory
Audit Trail	Enable timestamps and IP capture

Required data elements for every pre-listing kit

Property Address: Full street address

Seller Name: Legal owner name

Contact Info: Phone and email

Listing Price: Numeric dollar amount

Disclosures: Signed required forms

Media Rights: Photo and access consent

Key risks if the kit is incomplete or incorrect

Disclosure Liability: Civil claims or contract rescission

MLS Rejection: Listing delayed or rejected

Invalid Authorization: Media or access denied

Privacy Breach: Regulatory penalties risk

Signature Defects: Enforceability disputes

Notarization Errors: Recording or title issues

Common preparation mistakes to avoid

Missing or inconsistent owner names that do not match title records, causing delays in contract execution and potential legal disputes.
Incomplete disclosure forms or out-of-date state-specific disclosures that lead to MLS rejection or buyer claims after purchase.
Vague photo or marketing permissions that allow ambiguous use of images and give rise to takedown requests or disputes.
Not verifying vendor contracts or lien waivers before work begins, which can create post-closing lien exposure.

Real-world examples of kit usage from customers

The following examples show how firms and brokers used digitized kits to accelerate listings and reduce administrative friction.

Martin Properties — Tim Martin

Agent switched to online pre-listing kits for mobile execution

Reduced in-person meetings and accelerated listing activation
I can process and execute all of these documents online with 100% compliance and built-in security, enabling faster turnarounds on mobile or offline workflows.

Optica Ventures — Brian Fitzgibbons

Brokerage standardized kits across agents for consistency

Reduced errors and rework during MLS entry
The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers.

Timing items and typical deadlines to plan around

Plan the kit tasks to align with photography, staging, MLS cutoff times, and open house scheduling so the listing goes live on schedule.

Photography Scheduling:

Book 3–7 days before planned listing activation

Seller Disclosures Due:

Signed before MLS submission

MLS Submission Window:

Meet local MLS daily cutoff times for same-day posting

Open House Timing:

Coordinate 24–72 hours after listing goes live

Inspection Coordination:

Schedule within first 7–14 days of listing when requested

Key milestones from kit assembly to live listing

A sequential view of major milestones helps teams track progress and identify blockers before marketing begins.

01

Kit Completion

All forms and authorizations collected and verified

02

Media Production

Photography and virtual tour assets produced

03

MLS Entry

Listing submitted and posted to syndication channels

04

Active Marketing

Campaigns, open houses, and showings begin

Example eSignature pricing and feature comparison

A concise comparison of common eSignature vendors and basic plan characteristics relevant to pre-listing kit workflows.

	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 the Marketing Pre-Listing Kit

Answers to common questions about validity, signatures, notarization, storage, and correcting errors in the pre-listing kit.

Need help? Contact support

Are electronic signatures valid?
Yes. Electronic signatures are generally legally binding under the federal ESIGN Act and state UETA laws when intent, consent, attribution, and record retention are present. Confirm consumer-facing disclosures when required.
When is notarization required?
Notarization is required for certain documents like deeds or powers of attorney in many states. For marketing authorizations it is usually unnecessary, but check local recording or title requirements before relying on a non-notarized document.
Can the seller sign remotely?
Yes. Remote electronic signing and remote online notarization (RON) are available in most states; verify state RON rules and identity-proofing requirements where notarial acts are needed.
What if a signature is missing?
A missing required signature can invalidate permissions or delay listing. Capture the correction promptly with a dated signature and updated audit trail to preserve enforceability.
How should kits be stored?
Store signed kits in a secure, access-controlled system with immutable audit trails. Retain copies according to tax and industry retention rules and keep exportable PDFs and certificates of completion.
How to update a completed kit?
Create an amendment or addendum that references the original kit, obtain signatures for the amendment, and attach it to the original record so the audit trail shows both documents.

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