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Real Estate Customer Selections

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REAL ESTATE CUSTOMER SELECTIONS

This Real Estate Customer Selections form sets forth specific transactional selections made by the parties with respect to the Property and is incorporated into and made part of the Purchase Agreement dated between Buyer and Seller identified below. Where a selection below conflicts with an express provision of the Purchase Agreement, the Purchase Agreement controls unless the parties initial to the contrary.

PROPERTY IDENTIFICATION

Property Address:

PARTIES

FINANCIAL TERMS & TIMING

Purchase Price:   Earnest Money Amount:   Deposit Due (days after acceptance):

Closing Date:   Possession Date:

Conventional    FHA    VA    Cash    Other:

Financing Contingency / Loan Commitment Deadline (days):   Appraisal Contingency: Yes No

INSPECTIONS & REPAIRS

Inspection Period (days):   Buyer Right to Repair: Yes No

Seller Repair Allowance / Credit (if any):   Cap on Seller-Paid Repair Cost:

TITLE, ESCROW & CLOSING COSTS

Who Pays Owner's Policy Premium? Buyer Seller

Allocation of Closing Costs (select applicable items and describe any caps)

INCLUSIONS / EXCLUSIONS

Standard Fixtures Included (check if included): Refrigerator Washer Dryer Garage Opener

DISCLOSURES

Lead-Based Paint Disclosure Required (if property built before 1978): Yes No

Known Material Defects: Yes No

Flood Zone or Special Hazard Area: Yes No

HOA / COMMON INTERESTS

Property Subject to Homeowners Association: Yes No

Responsibility for HOA Estoppel / Transfer Fees: Buyer Seller

INSURANCE & WARRANTIES

Hazard Insurance Required at Closing: Yes No

Home Warranty Requested: Yes No   If Yes, Amount or Plan:

DEFAULT, REMEDIES & MISCELLANEOUS

Default Remedies: In the event of Buyer default, Seller may retain earnest money as liquidated damages unless otherwise agreed in writing. In the event of Seller default, Buyer may elect specific performance or termination and recovery of earnest money, in addition to any other remedies available at law or equity.

Risk of Loss: Risk of loss or damage to the Property prior to Closing shall be governed by the Purchase Agreement; unless otherwise selected below, Seller shall bear risk of loss.

Governing Law: This selection form and any dispute arising hereunder shall be governed by the laws of the state in which the Property is located.

Entire Agreement: These Customer Selections, together with the Purchase Agreement and any incorporated addenda, constitute the entire agreement of the parties with respect to the matters addressed herein and may be amended only by a written instrument signed by both Buyer and Seller.

ADDITIONAL TERMS / INSTRUCTIONS

Buyer Printed Name:

By:

Date:

Seller Printed Name:

By:

Date:

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What the Real Estate Customer Selections document is

Real Estate Customer Selections is a standardized form used in property transactions for buyers or tenants to record optional choices and service preferences related to a real estate closing, lease, or purchase. Typical selections include inspection scheduling options, utility transfer preferences, optional upgrades, title insurance endorsements, escrow instructions, and settlement service choices. The document centralizes customer choices so agents, lenders, title companies, and vendors can process orders consistently, reduce follow-up, and attach clear authorization for fees or credits tied to specific selections.

Why a clear selections form matters for transactions

A concise Real Estate Customer Selections form reduces ambiguity, speeds fulfillment, documents customer consent for charges, and creates an audit-ready record that supports lender, title, and vendor workflows while helping meet applicable state and federal requirements.

Why a clear selections form matters for transactions

Essential sections every professional selections form should include

A complete Real Estate Customer Selections document groups related choices, identifies responsible parties, and surfaces signatures, dates, and attachments so downstream vendors and closing teams can act without additional client contact.

Property ID

Reference the full address and legal description, plus transaction ID or MLS number to ensure selections attach to the correct property and closing file.

Customer Choices

List each selectable item (e.g., inspection, utilities, upgrades) with clear checkboxes, selectable vendors, and pricing or credit fields so selections map to invoices.

Service Options

Include preferred vendor, appointment windows, and expedited service choices with checkboxes and conditional fields that reveal additional pricing or scheduling fields.

Pricing Summary

A concise table that lists itemized costs, credits, and who pays them (buyer, seller, or escrow) to avoid post-closing disputes and expedite settlement accounting.

Signature Block

Designated signature and date fields for each party, printed name lines, and a signer role indicator (buyer, tenant, agent) to ensure clear attribution.

Attachments

Space for exhibits, vendor authorizations, and optional addenda such as inspection waivers or upgrade specifications that form part of the selections record.

Step-by-step: collecting and confirming customer selections

Follow these steps to collect, verify, and record selections before vendor fulfillment or closing.

  • 01
    Prepare: Populate property and party details in the form.
  • 02
    Send: Share the form via secure eSignature link or email attachment.
  • 03
    Verify: Confirm identity and check for mismatched names or missing fields.
  • 04
    Store: Save executed copy to transaction folder and notify vendors.

Configuring an online workflow for selections

Common workflow settings reduce manual steps and keep selections synchronized across title, escrow, and vendor systems.

Field Configuration
Authentication Email link, optional SMS code for signer verification
Bulk Send Enable in higher tiers to distribute identical forms to many signers
Templates Save reusable templates for recurring selection bundles
Audit Trail Capture timestamps, IPs, and signer actions automatically

Where completed selections go and who receives them

Completed Real Estate Customer Selections move from signer to closing teams, vendors, and retention storage; map recipients to avoid lost instructions.

  • Upload document: Attach selection form to the transaction record.
  • Place fields: Add signature, initials, and date fields for each signer.
  • Send to signers: Use secure links or email invites to collect signatures.
  • Distribute copies: Deliver signed copies to title, escrow, and selected vendors.

Technical considerations for digital completion and sharing

Confirm integration and security needs before enabling online signing and distribution.

  • Integrations: Salesforce, NetSuite, Google Workspace supported
  • File formats: PDF, DOCX, and HTML supported
  • Security requirements: TLS 1.2/1.3 and AES-256 encryption

Comparison of common eSignature vendors for selection workflows

Vendor features and starting prices for common eSignature plans; signNow appears first and competitor data reflects typical market tiers.

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, no credit card Free trial available Free trial available Free trial available Free trial available
Bulk Send Yes (Business Premium) 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 by plan Varies by plan Varies by plan

Security and compliance considerations for electronic selections

Encryption in transit: TLS 1.2/1.3
Encryption at rest: AES-256
Certifications: SOC 2 Type II and ISO 27001
Regulatory compliance: ESIGN and UETA compliant
Healthcare support: HIPAA compliant with BAA
Audit records: Comprehensive audit trail captured

Consequences and common legal risks to avoid

Missing signature: May invalidate authorization
Incorrect property ID: Processing delays
Late submission: Vendor cancellation fees possible
Wrong payer specified: Post-closing billing disputes
No notary when required: Recording or acceptance refusal
Incorrect TIN: 24% backup withholding

Frequent preparation issues that cause delays

  • Submitting selections with mismatched party names between contract and selection form leads to verification holds and may delay closing or vendor scheduling.
  • Using ambiguous descriptions or generic line items for upgrades forces vendors to seek clarification and can change estimated costs after signing.
  • Failing to collect a required witness or notary before vendor action can prevent recordation or trigger re-execution, adding days to the timeline.
  • Sending the wrong version of a selection form to multiple signers may create conflicting authorizations and require re-execution under corrected terms.

Practical tips for accurate and efficient completion

Adopt consistent templates, require identity verification, and maintain a single source of truth for signatures and attachments to reduce post-signing issues.

Standardize templates across transactions
Maintain a vetted template that includes required fields, signature blocks, and attachments so agents and vendors use consistent language and avoid free-text ambiguity that causes errors.
Verify identity before finalizing
Use at least email verification plus an additional authentication step for high-value items; clear attribution reduces risk of later repudiation or dispute over who authorized fees.
Use conditional fields for clarity
Show pricing, vendor details, and scheduling fields only when a selection is checked; conditional logic prevents accidental or incomplete entries and reduces the need for corrections.
Keep executed copies centrally stored
Store signed selections in the transaction folder and care-of-record repositories with versioning and audit logs so title, escrow, and vendor teams access the authoritative record.

Real-world examples of selections in practice

These short examples show how selection forms reduce friction in typical real estate workflows and the operational outcomes teams achieve.

Optica Ventures — Closing efficiency

Optica used standardized selections to reduce follow-ups and schedule vendors automatically

  • Reduced follow-up emails by consolidating choices into one form
  • The team reported simpler customer interactions and fewer scheduling errors, enabling faster vendor delivery and cleaner closing packets that matched the original authorizations.

Martin Properties — Mobile signing

Martin Properties collected selections remotely at showings and open houses

  • Signed on mobile devices in the field
  • I can process and execute all of these documents online with 100% compliance and built-in security, whether on mobile or working offline, getting forms back to necessary parties efficiently.

Typical deadlines and expected response windows

Common timing guidelines help teams set internal SLAs and avoid late fees or scheduling conflicts when processing selections.

Selection requested:

Within 3 business days of offer acceptance

Vendor scheduling:

Allow 5–10 business days for vendor confirmation

Final confirmation:

Require signed selections 48–72 hours before vendor appointment

Escrow instructions:

Align selection payment instructions with closing cutoff dates

Correction window:

Allow 24–48 hours for minor corrections before re-execution

Key milestones from offer to vendor fulfillment

Sequential milestones clarify who must act and when so selections flow into closing and vendor schedules without delay.

01

Offer Accepted

Buyer or tenant confirms agreement and receives selection form.

02

Selections Returned

Customer submits choices and required authorizations.

03

Vendor Confirmation

Vendors acknowledge appointments and confirm costs.

04

Final Reconciliation

Title/escrow reconcile payments and credits before closing.

Frequently asked questions about Real Estate Customer Selections

Answers to common questions about validity, notarization, eSigning, and post-signing changes.


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