Ownership Details
Names of current owners, vesting information, and prior transfers to verify chain of title and correct deed language.
A properly completed Property Transfer Questionnaire reduces title risk, speeds underwriting and escrow processing, and creates a documented record of seller disclosures and buyer acknowledgements for closing and post-closing audits.
Clear, accurate responses reduce post-closing disputes and support clean title insurance issuance.
| Field | Configuration |
|---|---|
| Required Fields | Make names, APN, and signature mandatory |
| Attachments | Require PDF upload for deeds and leases |
| Signing Order | Set seller → title officer → buyer |
| Notifications | Enable email/SMS reminders for outstanding items |
Use a compliant eSignature platform and PDF-compatible files to preserve audit trails and reduce rejection at recording or underwriting.
Names of current owners, vesting information, and prior transfers to verify chain of title and correct deed language.
Existing mortgages, tax liens, judgments, easements, and pending foreclosure actions that affect title marketability.
Current occupant status, active leases, security deposits, and tenant contact information for proration and lease assignment.
Known defects, structural work, code violations, recent repairs, and inspection reports relevant to buyer disclosures.
Recent property tax amounts, special assessments, and whether taxes are current to avoid post-closing liabilities.
Deed copy, loan payoff statements, leases, inspection reports, and municipal notices attached as verifiable proof.
| 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 | Varies | Varies | Varies | Varies |
| Bulk Send | Yes (premium tier) | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
Optica Ventures used a standardized questionnaire to collect lease and lien information before closing.
Martin Properties processed transfer packets online with digital questionnaires and signatures.