Executive Summary
One-page property overview with key metrics: address, asset class, square footage, occupancy, asking terms, and transaction purpose.
A complete deck application reduces back-and-forth, clarifies obligations upfront, and creates a consistent record for underwriting or leasing decisions. Clear fields, standardized exhibits, and verifiable signatures shorten review time and support compliance with record-retention and disclosure rules.
Typical preparers and signers include the property owner, listing agent, developer, property manager, and authorized financial representative before submission.
Roles vary by use case; ensure the signer has actual authority and that identity and consent are documented for electronic signatures.
One-page property overview with key metrics: address, asset class, square footage, occupancy, asking terms, and transaction purpose.
Recent P&L, rent roll, operating statements, and pro forma assumptions with line-item clarity and defined reporting period.
Legal description, parcel or APN, zoning designation, year built, major systems, and known deficiencies with photos or diagrams.
Title status, recorded liens, material contracts, and disclosure statements required by state law or local ordinance.
Proofs of insurance, contractor licenses, permits, environmental reports, and third-party inspections as applicable.
Signed authorizations for credit checks, disclosures, and the primary agreement with dated signature blocks and signer roles.
| Field | Configuration |
|---|---|
| Template Name | Create one master template for the deck application |
| Authentication | Email + SMS code or ID verification for high-value transactions |
| Conditional Fields | Show lender exhibits only when financing is selected |
| Integrations | Link to document storage and CRM for archival |
Plan how recipients will receive and authenticate signatures before sending; this reduces rework and rejection rates.
Confirm that recipients can open attachments and that any consumer disclosures required by law are provided prior to signature.
3–10 business days depending on workload
Appraisal or inspection may take 7–21 days
Schedule immediately if notarized signatures are required
Variable; lender or board review may extend timeline
County recording times differ; expect additional days
Compile exhibits and complete all form fields before routing
Obtain signoffs from owners, managers, or lenders
Capture all signatures and notarizations if required
Record deeds where applicable and store the executed packet
Tim Martin streamlined leasing packets for multiple properties using a single application template
Optica Ventures standardized investor and lender submissions with a single deck application
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| 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 |