Party Details
Structured name and contact fields for buyer, seller, agent, lender and title company to avoid ambiguity in communications and records.
A clear checklist reduces missed items, shortens cycle time, and centralizes all parties’ responsibilities in one record.
Using a shared checklist reduces duplication, clarifies handoffs, and supports faster closings across all involved parties.
Structured name and contact fields for buyer, seller, agent, lender and title company to avoid ambiguity in communications and records.
Effective date, contingency deadlines, closing date, and recording deadlines captured in MM/DD/YYYY format for consistency.
A checklist of attachments (disclosures, survey, title report) with status flags: pending, received, reviewed, or accepted by party.
Clear signer fields with optional notarization or RON instructions and space for printed name and date.
Conditional items that appear only when relevant (e.g., loan contingency tasks when financing is present).
Automated logging of uploads, signature events, and verifier actions including timestamps and IP or authentication method.
No fixed IRS filing deadline; supply when payer requests.
Date buyer must remove contingency per contract.
Date parties will sign closing documents.
Record with county recorder after funding and execution.
1099 recipient deadlines often Jan 31; filing deadlines vary by form.
Contract becomes effective and timelines start.
Inspections and disclosures completed and approved.
Buyer satisfies lender conditions; contingency removed.
Funds exchanged, deed executed, and recorded.
| Field | Configuration |
|---|---|
| Signer Order | Sequential or parallel as required |
| Authentication | Email link or SMS code |
| Notarization Mode | RON enabled when allowed |
| Retention | Store signed PDF with audit trail |
Choose configurations that preserve an audit trail, enable secure storage, and meet any state notary or witness rules.
| signNow | DocuSign ($15/user/mo) | Adobe Sign ($14/user/mo) | PandaDoc ($19/user/mo) | HelloSign ($15/user/mo) | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Martin Properties moved to online checklists and eSign for closings to handle remote transactions easily.
A small investment firm centralized transaction checklists to standardize closings across markets.