Parties
Full legal names for the brokerage, agent(s), and client(s); include business entity names when a brokerage signs on behalf of a company.
A well-drafted consent form reduces legal risk, clarifies duties and expectations, and documents client authorization for representation or dual agency. Clear written consent helps prevent licensing complaints, contract challenges, and later disputes over agent responsibilities.
Copies should be provided to all signers and retained by the brokerage per recordkeeping rules and internal policy.
Full legal names for the brokerage, agent(s), and client(s); include business entity names when a brokerage signs on behalf of a company.
Clear description of services covered (listing, buyer representation, showings, negotiations) and any excluded activities or limitations.
Explicit disclosure and client acknowledgement when the same brokerage or agent will represent both sides or multiple parties.
Statement of who pays commissions or fees and whether compensation affects the agent’s duties or conflicts of interest.
Effective date and expiration or termination conditions, including how consent may be withdrawn or revised.
Signature blocks for all parties, dated signatures, and space for witness or notary information if required by state law or brokerage policy.
| Field | Configuration |
|---|---|
| Upload document | PDF or DOCX; use an official brokerage template |
| Place fields | Add signature, date, initial, and checkbox fields |
| Authentication | Require email and optional SMS code or ID verification |
| Save as template | Store reusable template for consistent use |
Ensure the chosen method captures an audit trail (timestamp, IP, signer email) and stores a copy for the brokerage record.
Provide written agency disclosure at initial substantive contact
Obtain signed consent prior to drafting or presenting offers
Record the MM/DD/YYYY when agency duties begin
Begin retention when the form is executed
Respond promptly to regulator or brokerage audits
Provide required disclosure to the client in writing.
Allow time for questions and clarification before signing.
Collect dated signatures from all required parties.
Store the executed form in the brokerage transaction file.
| 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 by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |