Agency Overview
Concise description of the brokerage, history, and geographic focus, written so a client can understand scope of services and firm credentials without needing supplementary materials.
A well-constructed brochure communicates professionalism, documents disclosures required by state law, and reduces misunderstandings about services and fees while creating a record useful for compliance and dispute resolution.
Real estate brokers, licensed agents, property managers, and brokerage marketing teams create and distribute agency brochures to prospective sellers, buyers, renters, and referral partners.
| Field | Configuration |
|---|---|
| Authentication Method | Email link + optional SMS code |
| Field Types | Signature, Initials, Date, Text block |
| Template Management | Save as reusable template with locked disclosures |
| Bulk Delivery | Use bulk send for multiple recipients (enterprise or premium tiers) |
Concise description of the brokerage, history, and geographic focus, written so a client can understand scope of services and firm credentials without needing supplementary materials.
Full broker name, state license number, office address, and contact details displayed prominently to meet common state advertising and disclosure practices.
Clear listing of agency services—listing, buyer representation, property management—with any fee ranges or policy notes that affect client expectations.
State-specific legal disclosures and consumer notice language included in full; place near contact details to ensure visibility for regulatory review.
Sample property summaries or recent sales data with accurate dates and photo attributions; avoid misleading or inflated claims about availability or pricing.
Designated signature and acknowledgement fields with date and printed name to document client receipt and acceptance of disclosures.
| 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 | 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 by plan | Varies by plan | Varies by plan |
Martin Properties digitized client brochures to eliminate in-person handoffs and speed listing acceptance.
BIS standardized disclosures across departments to reduce audit findings and simplify training.