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Property Submission Form

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PROPERTY SUBMISSION FORM

Recitals

WHEREAS, Submitter is the legal owner or an authorized agent with authority to submit property information for the property located at and warrants that the information provided is accurate to the best of Submitter's knowledge.

WHEREAS, Recipient provides services including evaluation, marketing, referral, and facilitation related to real property transactions and will rely on the information submitted to evaluate potential opportunities.

WHEREAS, the parties desire to record the terms under which Submitter submits the Property and Recipient may act on or retain the submission for the Term set forth below.

Property Details

Bedrooms:    Bathrooms:    Lot size:    Year built:

Ownership & Authority

Scope of Submission / Scope of Work

Submitter provides the following description of the property, improvements, encumbrances, and requested services. Recipient's evaluation and any subsequent engagement are governed by the terms set forth in this Form and any executed engagement document.

Payment Terms

If Recipient procures a transaction or pays a fee to Submitter in connection with this submission, the parties agree payment shall be governed as follows:

Term and Termination

This submission is effective as of and will remain in effect until unless earlier terminated as provided below.

Either party may terminate this submission upon written notice delivered to the other party at least days prior to the intended termination date. Termination does not relieve either party of obligations accrued prior to termination, including payment obligations.

Confidentiality

All information submitted by Submitter that is identified in writing as confidential or that reasonably should be understood to be confidential given its nature ("Confidential Information") shall be held in confidence by Recipient and shall not be disclosed to third parties except to Recipient's employees, contractors, advisors, and potential purchasers or lessees who have a need to know and who are subject to confidentiality obligations at least as protective as those set forth herein. Confidential Information does not include information that: (a) is or becomes generally available to the public other than by breach of this obligation; (b) was lawfully in Recipient's possession prior to receipt from Submitter; or (c) is subsequently rightfully received by Recipient from a third party without restriction.

Representations & Warranties

Submitter represents and warrants that at the time of submission: (a) Submitter is the legal owner or authorized agent of the Property; (b) there are no pending agreements to convey the Property that would conflict with Recipient's evaluation; (c) to Submitter's knowledge, there are no undisclosed material defects or encumbrances except those disclosed in writing with this submission; and (d) Submitter will promptly notify Recipient in writing of any material changes to the information provided.

Governing Law

This Property Submission Form shall be governed by and construed in accordance with the laws of the state of without regard to its conflict of laws principles.

Entire Agreement

This Form, together with any executed engagement or commission agreement signed by the parties, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous negotiations, representations, understandings, and agreements. Any amendment must be in writing and signed by both parties.

Certifications

By signing below, Submitter certifies that the information provided in this Property Submission Form and any attachments is true and complete to the best of Submitter's knowledge, that Submitter has authority to submit the property, and understands that Recipient will rely upon these certifications when evaluating the property.

Submitter (Print Name):

By:

Date:

Recipient (Print Name):

By:

Date:

Enter text✕

What the Property Submission Form Is and When it’s Used

A Property Submission Form is a standardized document used to provide structured details about real property for listing, underwriting, appraisal, insurance, title search, or property management intake. It collects identifying information (address, parcel ID), ownership and contact data, legal description, condition and disclosure statements, and attachments such as surveys, photos, and title reports. The form is used by brokers, lenders, title professionals, and asset managers to reduce ambiguity, support due diligence, and create a permanent record that can be signed electronically or on paper and retained for regulatory or transactional purposes.

Why a Standard Property Submission Form Matters

Using a consistent Property Submission Form reduces data gaps, speeds underwriting and listing workflows, and creates a clear audit trail when combined with eSignature and secure storage. Standardization improves accuracy across teams and supports regulatory compliance for recordkeeping and disclosures.

Why a Standard Property Submission Form Matters

Who Typically Completes or Receives This Form

Several professional roles commonly prepare or review a Property Submission Form depending on the transaction type and industry.

  • Real estate brokers and listing agents responsible for capturing property details and required disclosures prior to market listing.
  • Lenders and mortgage underwriters collecting valuation, title, and ownership information to support loan approval and appraisal orders.
  • Property managers, asset managers, and portfolio administrators who onboard properties for leasing, maintenance, and reporting.

Identifying the correct preparer and recipient before you start reduces rework and ensures timely processing.

Essential Parts of a Professional Property Submission Form

A complete form groups related information so reviewers can find what they need quickly: identification, ownership, legal description, condition, disclosures, attachments, and certification fields for signatures.

Property Details

Street address, unit/suite, city, state, ZIP, and geolocation when available. These fields enable matching with public records and mapping services for due diligence and valuation.

Ownership Information

Full legal owner name, ownership type (individual, LLC, trust), mailing address, and contact information for the primary owner or authorized agent for title and tax queries.

Legal Description

Parcel number, lot/block, subdivision, and recorded deed reference. Accurate legal descriptions are required for title search and recording instruments with the county.

Condition & Disclosures

Material defects, prior claims, environmental issues, and seller disclosures. Use clear yes/no fields with mandatory narrative when an exception is reported.

Attachments & Exhibits

Placeholders for survey, plat, title report, boundary photos, inspection reports, and utility letters. Attachments should be identified by name and date for auditability.

Certification & Signatures

Signature blocks for owners, agents, and preparers plus date fields, printed names, and capacity. Include witness or notarization fields if required by jurisdiction.

Step-by-Step: Completing the Property Submission Form

Follow a clear sequence to reduce errors and meet filing or underwriting timelines.

  • 01
    Gather Documents: Collect deed, survey, photos, inspection reports, and title data before starting.
  • 02
    Populate Form: Enter property and owner details, legal description, and disclosures.
  • 03
    Attach Supporting Files: Upload named exhibits and confirm file formats.
  • 04
    Sign and Submit: Require required signatures, notarization if needed, then send to recipients.

How to Configure an Online Submission Workflow

When digitizing the form, map fields and rules to mirror your internal approval flow and retention policies.

Field | Configuration Purpose | Example
Template Lock repeated sections; allow editable fields only where needed.
Conditional Fields Show disclosure text when a yes/no box is checked.
Signer Authentication Use email, SMS code, or stronger methods for high-risk transactions.
Notifications Email alerts for pending signatures and completed submissions.
Storage Auto-save signed PDFs to your document repository.

Where to Send or File the Completed Form

Route the finished form to all interested parties and recordkeepers according to transaction type.

  • Listing Platform: Send to MLS or brokerage portal for public listing ingestion.
  • Lender / Underwriter: Provide required copies to the mortgage team for appraisal and underwriting.
  • Title / Escrow: Include with title order and closing package for review and clearance.
  • Internal Records: Archive signed PDF in the property management or corporate document system.

Technical Formats and Integrations to Support eSubmission

A digital Property Submission Form should support common file formats and integrate with core systems used in real estate transactions.

  • File Formats: PDF, DOCX, and JPEG for images.
  • Integrations: Salesforce, NetSuite, Google Workspace supported.
  • Storage Options: Box, Egnyte, or S3 compatible repositories.

Typical Deadlines and Processing Expectations

Timelines vary by transaction: align the form submission with appraisal, underwriting, title, or listing schedules to avoid delays.

Submit on Listing:

Provide form before or at listing activation to avoid missing MLS deadlines.

Lender Appraisal Window:

Submit within lender-specified timeframe to schedule appraisal promptly.

Insurance Binding:

Provide required disclosures before insurer issues coverage.

Title Search Start:

Title orders commence after complete legal description and owner identification.

Recording Deadlines:

Deeds must be filed per local recording office hours and cutoffs.

Key Milestones from Submission to Recordkeeping

Track milestones to ensure timely approvals and accurate archival of final documents.

01

Form Prepared

Data entry completed and attachments uploaded for review.

02

Internal Review

Broker, manager, or legal team validates disclosures and legal description.

03

External Approvals

Lender, insurer, or title company issues clearances or requests additional info.

04

Final Recording / Archive

Signed instrument is recorded if required and stored in long-term repository.

Common Mistakes to Avoid When Preparing the Form

  • Entering an abbreviated or inconsistent owner name that doesn't match the deed or title records, causing title search delays and potential rejection.
  • Omitting the parcel or tax ID; county systems rely on parcel identifiers to match records and missing values can prevent accurate searches.
  • Failing to attach required exhibits such as a current survey or inspection report when the disclosure indicates an issue, triggering follow-up and hold-ups.
  • Using unclear or vague disclosure language; provide factual, dated descriptions rather than subjective terms that invite dispute or further inquiry.

Risks and Consequences of Incorrect or Incomplete Submissions

Title Risk: Delayed closing or additional title exceptions.
Tax Penalties: Incorrect tax reporting may trigger assessments.
Insurance Denial: Incomplete disclosures can void coverage.
Loan Delays: Missing information can stall underwriting.
Legal Disputes: Errors may produce breach or misrepresentation claims.
Recording Rejection: Deed or instrument rejected for improper form.

eSignature Vendor Pricing and Core Capabilities (comparative overview)

Basic pricing and capability differences affect total cost and suitability for high-volume property submission workflows; signNow is listed first for direct comparison.

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 trial Varies Varies Varies Varies
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No
Envelope Cap No cap 100 envelopes/user/year Varies Varies Varies

Frequently Asked Questions and Troubleshooting

Answers to common questions about validity, signatures, notarization, required attachments, corrections, and retention for Property Submission Forms.


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