Scope
Define exactly which marketing activities are permitted (targeted outreach, broker network only, owner-approved showings), geographic limits, and any explicit prohibition on MLS placement or open advertising.
The agreement preserves seller privacy and allows targeted buyer outreach while documenting commission terms, exclusivity, and confidentiality obligations. It clarifies the broker’s authority and reduces later disputes regarding marketing scope, compensation, and timing. Ensure the contract addresses state disclosure and licensing obligations to remain compliant under ESIGN and state real estate statutes where applicable.
Use this agreement when parties want a clear, written record of outreach permissions, compensation, and timelines without initiating a public listing.
The licensed broker or agent authorized by the brokerage signs to accept engagement, document marketing scope, and confirm fiduciary duties and commission entitlement. Their signature binds the brokerage under state licensing law and helps prove authority in disputes.
The seller or authorized entity signatory confirms ownership, grants the broker limited marketing rights, states price parameters and confidentiality terms, and accepts commission and termination provisions that determine compensation if a buyer procures a transaction.
Define exactly which marketing activities are permitted (targeted outreach, broker network only, owner-approved showings), geographic limits, and any explicit prohibition on MLS placement or open advertising.
State whether the broker has exclusive right to sell, exclusive agency, or non-exclusive listing; tie exclusivity to time-bound dates and specify consequences for overlapping public listings.
Specify the commission rate, calculation method, who pays it, triggers for payment (buyer procured, ready willing able buyer), and how dual agency or co-brokerage splits are handled.
Include nondisclosure terms covering buyer identities, pricing strategy, financial details, and limitations on publicity; state duration of confidentiality obligations after termination.
Set the effective date, term length, early termination rights, cure periods for breaches, and post-termination lead-protection (tail) provisions describing covered buyers and timeframes.
Require seller to provide mandated property disclosures and specify responsibility for accuracy; reference state-specific disclosure forms where applicable to avoid statutory violation.
| Field | Configuration |
|---|---|
| Signature Blocks | Add signer name, signature, and date fields for each party. |
| Conditional Fields | Show commission split fields only if co-broker involved. |
| Authentication | Select email code or SMS verification for signer identity. |
| Storage | Save completed PDF to cloud storage with audit trail. |
Ensure the platform can produce a tamper-evident signed PDF and retain an audit trail for enforcement and recordkeeping.
Commonly 30–180 days depending on seller preference and market.
Defines when broker is sole procuring party for commission purposes.
Specify days required for written termination or cure periods.
Set reasonable deadlines for offers and acceptance responses.
Record expected closing month or escrow period to align marketing.
Execution by owner and broker starts exclusivity and permitted outreach.
Broker contacts approved prospects and schedules inspections or showings.
Seller reviews offers; prior confidentiality or tail protections may apply.
Escrow closing transfers title and triggers final commission payment.
A family engaged a brokerage to solicit vetted buyers only
A portfolio owner tested private outreach to speed dispositions
Export a single, flattened PDF containing visible signatures and an embedded audit certificate showing timestamps, IP addresses, and signer authentication events to support enforceability.
Store the executed PDF and audit record in encrypted cloud storage (Box, Google Drive, or enterprise ECM) with access controls and version history to meet retention policies.
Provide executed copies to seller, broker, escrow, and any lender; keep a master copy in the brokerage file for compliance and future title review.
Keep a signed PDF as primary file and optionally export metadata or CSV logs for integration with MLS back-office or CRM systems.
| 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 |
| Envelope Cap | No cap | 100 envelopes/user/year | No cap | No cap | No cap |