Parties
Identify the HOA or manager and all resident or third-party organizers, with full legal names, contact details, and unit or property identifiers to ensure enforceability.
Use a Real Estate Clubhouse Agreement to reduce disputes, allocate responsibility for damages and insurance, standardize reservation and payment processes, and document enforceable rules. Clear terms protect homeowners, managers, and guests and make enforcement and recordkeeping more consistent across properties.
HOA boards, property managers, and leasing teams commonly use a Real Estate Clubhouse Agreement to manage bookings and liabilities.
Well-drafted agreements help these groups reduce risk, improve transparency, and simplify booking administration across communities.
Identify the HOA or manager and all resident or third-party organizers, with full legal names, contact details, and unit or property identifiers to ensure enforceability.
Specify permitted hours, keys or fob access, guest limits, noise restrictions, and any curfew or security measures to prevent unauthorized entry and misuse.
Describe how to request and confirm reservations, required lead time, priority rules, deposit amounts, and cancellation procedures including deadlines and refund terms.
State reservation fees, required deposits, acceptable payment methods, handling of refunds, late fees, and any charges for cleaning or damages assessed after events.
Require proof of liability insurance or additional insured endorsements for events exceeding guest thresholds, and describe indemnity clauses protecting the association and manager.
Detail grounds for revoking access, assessing damage charges, dispute resolution steps, and the process for amending or terminating the agreement.
| Workflow Field Name and Configuration Details | Field | Configuration |
|---|---|
| Authentication and Verification Method for Signers | Email link and optional SMS code. |
| Required Attachments and Accepted File Formats | Proof of insurance PDF, vendor contracts. |
| Signature Order and Approval Steps | Resident signs first, then manager or board. |
| Reminder Schedule and Notifications to Parties | Automatic reminders 48 and 24 hours pre-event. |
Digital execution requires compatible file formats, a signing platform that supports audit trails, and optional stronger signer authentication for higher-value events.
Submit at least 14 days before event to secure date.
Pay full fees and security deposit seven days before event.
Provide certificate of insurance at least seven days prior.
Cancel 48–72 hours in advance for refund eligibility.
Report damage within 10 days after the event.
| 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 | Yes, 7-day trial | Varied | Varied | Varied | Varied |
| 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 |
Tim Martin, founder of Martin Properties, moved clubhouse scheduling and agreements online to reduce in-person paperwork and improve compliance.
Brian Fitzgibbons, COO at Optica Ventures LLC, highlighted ease of use for teams and customers when adopting online agreements.