Primary Agreement
The sales contract or lease that establishes the core terms, parties, property description, price or rent, and effective date used to bind the package legally.
Combining related real estate documents into one package reduces omissions, shortens turnaround time, and centralizes signature and retention needs while preserving each document’s legal integrity.
Real estate brokers, property managers, lenders, title agents, and in-house legal teams commonly assemble combined form packages to manage transactions and disclosures.
Packages are also used by landlords, buyers, and tenants to simplify completion and ensure all required notices and acknowledgements are returned together.
The sales contract or lease that establishes the core terms, parties, property description, price or rent, and effective date used to bind the package legally.
State and federal disclosures such as property condition, lead-based paint, mold, and flood/hazard notices that must accompany the primary agreement where applicable.
Pages for buyer/tenant receipts, statutory notices, and optional arbitration or mediation selection that capture affirmative consent and initials where required.
Dedicated signature and date fields for each party and witness or notary sections where notarization is required by state law.
Attachments such as inspection reports, financing addenda, and HOA documents that are incorporated by reference into the main agreement.
Embedded audit trail, version history, and file-level metadata to show who signed, when, and from which IP or device for evidentiary needs.
| Field Mapping and Validation | Require key fields, set formats, and enable conditional fields. |
|---|---|
| Signer Order | Define sequential or parallel signing based on closing needs. |
| Authentication Level | Select email, SMS code, or knowledge-based authentication as required. |
| Notary and RON Settings | Enable RON or schedule in-person notarization per state rules. |
| Retention Policy | Set automated retention and export to secure storage. |
Choose a platform that supports required authentication, notarization workflows, and secure document exports for recording.
Triggers performance and inspection windows.
Often required before closing; check lender terms.
Recording on or soon after closing to perfect title.
Funding deadlines set by escrow instructions.
Meet county deadlines for transfer tax payments.
Compile agreements, disclosures, and exhibits into a single package.
Obtain signatures and notarizations as required.
Submit deed and related instruments to county recorder.
Deliver recorded copies to parties, lender, and title agent.
Tim Martin’s property management firm moved lease, lead disclosure, and move-in checklist into one package for tenants to sign online
Optica bundled purchase agreement, inspection addendum, and seller disclosure into one executable packet for buyers
| 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 | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |