Property ID
Full street address and legal description or parcel number, ensuring the precise asset is identified for title and recording purposes.
It reduces post-closing disputes by documenting agreed facts, supports title and recording workflows, and creates an auditable record of party acknowledgements. When executed properly it meets electronic signature standards under the ESIGN Act and applicable state UETA or ESRA rules.
Other parties include closing attorneys, surveyors, and county recording offices that rely on consistent, documented details.
Full street address and legal description or parcel number, ensuring the precise asset is identified for title and recording purposes.
Full legal names and roles (buyer, seller, agent, lender) exactly as on identification and title documents to avoid mismatches during recording.
Agreed purchase price, earnest money, adjustments, prorations, and any financing contingencies that affect closing obligations or disbursements.
Scheduled closing date, location, escrow holder, and required deliverables to ensure timely funding and recording of instruments.
Supporting exhibits such as surveys, payoff letters, payoff demands, seller disclosures, and title exceptions that materially affect the transaction.
Signature and date lines for all signatories plus notary, witness, or RON fields if state or lender rules require authentication.
| Field | Configuration |
|---|---|
| Authentication | Email + SMS code; use KBA where lender requires stronger verification |
| Required Fields | Make legal description, names, price, and date mandatory to avoid incomplete submissions |
| Conditional Fields | Show notary/RON fields only when state or lender requires authentication |
| Integrations | Connect to title, MLS, or CRM to auto-populate repeatable fields |
Verify integration and format requirements with the receiving party (title, lender, or recorder) to avoid processing delays.
The date parties agree; determines when obligations and risk transfer
Date set for escrow closing and lender disbursement
Record deed promptly after funding to protect title and priority
Reportable events (e.g., 1099-S) follow IRS timelines and payer requirements
Schedule periodic review to confirm document retention compliance
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|---|---|---|---|---|---|
| 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 | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |