Property Summary
Briefly describe the current property condition, square footage, major systems, and any known defects that affect renovation feasibility or disclosure obligations.
The brochure clarifies renovation intent, reduces buyer and lender uncertainty, and documents disclosures that protect sellers and brokers from later disputes under consumer protection and real estate disclosure laws.
Several parties create and rely on pre-renovation brochures to coordinate renovation and marketing plans before the property is listed.
Clear roles and documented materials reduce misunderstandings and speed approvals from stakeholders including lenders and municipal permitting offices.
Briefly describe the current property condition, square footage, major systems, and any known defects that affect renovation feasibility or disclosure obligations.
List specific work items (rooms, systems, finishes), boundaries of work, and who is responsible for permits, inspections, and corrections.
Provide a high-level timeline with key milestones: permitting, start date, major phases, and estimated completion to set buyer expectations.
Offer an itemized or summarized cost estimate, noting contingencies and whether costs are contractor bids or owner projections.
Identify required municipal permits, HOA consents, or lender approvals and note who will secure them and the estimated approval timeframe.
Include names, roles, license numbers (where applicable), and any statutory disclosures or notices required by state law or local ordinance.
| Field | Configuration |
|---|---|
| Template Upload | Upload a PDF or DOCX master file and save as template. |
| Signature Fields | Place signature, initials, and date fields for each party. |
| Authentication | Select email, SMS code, or stronger methods per signer risk. |
| Bulk Settings | Enable bulk send or template reuse for multiple properties or units. |
Ensure the chosen platform supports required formats, integrations, and authentication levels before use.
Provide the brochure to brokers and lenders before marketing launch.
Submit required permit applications before starting physical renovation work.
Respond to buyer or lender questions within 72 hours to keep negotiations moving.
Retain executed brochures for at least three years, longer if required by law.
Update the brochure within 30 days after renovation completion to reflect actual outcomes.
Stakeholders verify facts and budget estimates prior to public distribution.
Obtain municipal and HOA approvals required for work to begin.
Release the brochure alongside listings and broker materials.
Confirm finished scope, update brochure, and close out permits.
| Criteria | Pre-Reno Brochure | Standard Listing Brochure |
|---|---|---|
| Primary Purpose | document planned work | market existing condition |
| Audience | buyers, lenders, contractors | buyers, general public |
| Regulatory Disclosures | often required | standard property disclosures |
| Timing | before or during listing | at listing and open house |
| 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 | Available (varies) | Available (varies) | Available (varies) | Available (varies) |
| Bulk Send | Yes (plan-dependent) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Yes (BAA available) | Yes (BAA available) | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
The licensed broker or agent signs to confirm they have reviewed disclosures and will use the brochure in marketing; this signature documents the broker's role and responsibility.
An authorized owner or developer signs to confirm factual accuracy of scope, budget, and permit responsibility; signatory authority should be verifiable for lender reliance.
Tim Martin used a pre-reno brochure to centralize renovation scope and approvals for a multi-unit property.
Optica Ventures prepared a standardized brochure template for small multifamily rehabs.