Are electronic signatures valid on this disclosure?

Yes. Electronic signatures are generally valid under the ESIGN Act (15 U.S.C. §7001) and state UETA laws, provided intent, consent, attribution, and retention requirements are satisfied.

Who must sign the disclosure?

The declarant(s) with the asserted interest should sign. If a corporate or trust interest exists, an authorized officer or trustee should sign with title indicated.

Is notarization or witnesses always required?

Not always. Requirements depend on state law and whether the instrument creates a recordable interest; obtain notarization or witnesses when the recording office or state law requires it.

How do I correct an error after execution?

Issue an amended disclosure signed and dated by the same declarant(s), clearly referencing the original disclosure and attaching supporting documentation to the transaction file.

Can a disclosure be revoked?

A disclosure is factual; to remove an asserted interest you need a terminating instrument (release, satisfaction, assignment) or corrected documentation executed and recorded when necessary.

How should executed disclosures be stored?

Maintain an unalterable signed PDF with an audit trail, keep paper originals if required, and retain copies with escrow, title, and broker files per retention rules and applicable statutes.

Electronic Signature
Templates
Real estate
Real Estate Disclosure of Interest

Real Estate Disclosure of Interest

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

REAL ESTATE DISCLOSURE OF INTEREST

This Real Estate Disclosure of Interest ("Disclosure") is executed effective on by the Disclosing Party and provided to the Recipient Party for the purpose of disclosing any present or potential interest, relationship, or compensation related to the Property identified below.

Parties

Disclosing Party (Making this Disclosure)

Entity Type

Individual Corporation LLC Partnership

Contact Address

Recipient Party (Receiving this Disclosure)

Entity Type

Individual Corporation LLC Partnership

Contact Address

Property Identification

Street Address Parcel / APN Number Legal Description

Disclosure of Interest

The Disclosing Party hereby states whether it, or any person or entity with which it is affiliated, has any of the following interests or relationships in the Property, transaction, or parties to the transaction. Check "Yes" or "No" and provide an explanation if Yes.

Ownership or Beneficial Interest Yes No

Option, Right of First Refusal, or Contract to Purchase Yes No

Leasehold, Easement, or Other Encumbrance Yes No

Lien, Mortgage, or Security Interest Yes No

Broker, Agent, or Attorney Relationship with Any Party Yes No

Immediate Family or Affiliate Interest Yes No

Financial and Compensation Interests

State whether the Disclosing Party will receive or has received any form of compensation, commission, referral fee, or other consideration arising from or related to the transaction affecting the Property.

Commission or Brokerage Compensation Yes No

Referral Fee or Other Consideration Yes No

Material Facts and Known Conditions

Disclosing Party must indicate known material facts, defects, or conditions affecting the Property. Check Yes or No and provide details if Yes.

Lead-Based Paint (if applicable) Yes No

History of Mold or Water Intrusion Yes No

Prior Material Damage, Repairs, or Insurance Claims Yes No

Conflicts, Affiliations, and Additional Disclosures

State any actual or potential conflicts of interest, business affiliations, or relationships that could influence the transaction, including ownership of competing interests or material non-public information.

Certifications, Representations and Remedies

The Disclosing Party certifies under penalty of perjury that the statements made in this Disclosure are true and complete to the best of the Disclosing Party's knowledge as of the Effective Date. The Disclosing Party represents that it will promptly supplement this Disclosure if any material interest or fact arises or is discovered prior to the closing or consummation of the transaction. The Recipient may rely on this Disclosure in entering into any agreement related to the Property; reliance damages and equitable relief shall be available for material nondisclosure or misrepresentation.

The parties agree that this Disclosure does not amend any contract between the parties unless incorporated by express written amendment. This Disclosure shall be governed by the laws of the state in which the Property is located. If any provision of this Disclosure is determined to be invalid, the remaining provisions shall remain effective. This Disclosure constitutes the entire agreement between the parties with respect to the subject matter herein.

Additional Comments or Attachments

Disclosing Party Printed Name:

By:

Date:

Recipient Party Printed Name:

By:

Date:

What the Real Estate Disclosure of Interest Covers

A Real Estate Disclosure of Interest is a written statement that identifies any party who has a legal, beneficial, financial, or contractual interest in a property and describes the nature of that interest. The form provides transparency for buyers, sellers, title companies, lenders, and brokers by documenting ownership claims, liens, option rights, leases, executory contracts, or other encumbrances that may affect conveyance, title insurance, or closing. Use this disclosure to reduce later disputes, support due diligence, and create a clear record of any third-party claims or relationships tied to the property.

Why a Disclosure of Interest Matters for Real Estate Transactions

A clear disclosure protects parties and third parties by identifying encumbrances and related-party interests, supports accurate title examination, and helps satisfy lender and insurer requirements. It reduces risk of post-closing disputes, protects brokers from liability for undisclosed conflicts, and creates a reproducible record for regulatory or tax purposes.

Who Prepares and Receives This Disclosure

Keep copies with closing documents and deliver them to title and escrow agents to ensure consistent records across the transaction file.

Sellers and owners who must disclose any retained rights, leases, or third-party claims against the property.
Brokers and agents who prepare, collect, or rely on disclosures during negotiations and title review.
Title companies, lenders, and closing attorneys that need accurate interest information for underwriting and closing.

Core elements to include in a professional Disclosure of Interest

A well-drafted disclosure is concise, specific, and organized so that reviewers can quickly confirm parties, the property, the interest type, dates, and supporting documents.

Identifying Parties

Full legal names of the grantor, owner, and any third parties asserting an interest, plus contact information for follow-up and verification.

Property Details

Street address, legal description, parcel or tax ID, and any unit or condominium identifiers used to match title records and surveys.

Nature of Interest

Clear statement whether the interest is an ownership claim, lease, option, lien, easement, judgment, or contractual right; include effective dates.

Material Facts

Brief factual description of how and when the interest arose, material terms, monetary amounts, and any deadlines or renewal provisions.

Signatures and Dates

Signature block for declarant(s), printed names, titles where applicable, and date signed; notarization or witness lines when required.

Attachments

Copies of supporting documents: recorded instruments, leases, contracts, statements of claim, UCC filings, or assignment agreements.

Step-by-step: Filling out a Disclosure of Interest

Follow these basic steps to assemble, complete, and deliver a disclosure so it is accurate and useful to title and closing parties.

01

Gather documents: Collect leases, contracts, recorded instruments, and title reports.
02

Complete fields: Enter names, property details, and precise interest descriptions.
03

Review and verify: Confirm facts with counsel, title company, or lender as needed.
04

Sign and distribute: Obtain signatures, notarization if required, then send to title/escrow.

How to set up the disclosure form for online completion

Configure fields, validation, and notifications to reduce errors and automate routing when using an e-signature platform.

Field	Configuration
Name Field	Required; format: First Last; auto-capitalize for consistency.
Property ID Field	Optional but recommended; validate numeric or alphanumeric parcel format.
Interest Type Field	Dropdown list to constrain entries and avoid free-text ambiguity.
Signature Field	Required; attach date field and optional notarization checkbox.

Digital signing and delivery considerations

Maintain an unalterable signed PDF with an audit trail, store copies in escrow and the party file, and confirm any platform BAA or compliance addenda required by regulators.

Browser & Devices: Recent Chrome, Edge, Safari; mobile supported.
Supported Formats: PDF and DOCX preferred for record fidelity.
Integrations: CRM, storage, and title systems (Salesforce, Google Workspace, Box).

Where to send or file a completed disclosure

Routing depends on transaction roles and whether the interest results in a recordable instrument or internal disclosure only.

Title Company: Deliver disclosure to underwriting and escrow for title review.
Lender: Provide to lender if the interest affects lending or collateral.
Broker Files: Keep a copy in broker transaction records for compliance.
County Recorder: Record only if the interest is an instrument intended for public record.

Timing checkpoints and critical delivery moments

Be aware of timing expectations so disclosures are effective for closing, underwriting, and title issuance.

Before Contract Execution:

Disclose known interests during negotiations to avoid material nondisclosure claims.

Prior to Closing:

Supply updated disclosure to title and lender so underwriting can proceed.

On Discovery of New Interest:

Amend or reissue disclosure promptly when material new information arises.

If Recordable:

Record instrument per county recording requirements and attach receipt to closing file.

Retention Requirement:

Retain executed disclosure with closing documents per retention rules below.

Key milestones in the disclosure process

Track these stages to ensure timely review and proper recordkeeping across the transaction lifecycle.

01

Drafting

Prepare disclosure and list supporting documents for verification.

02

Review

Title, lender, and counsel verify accuracy and completeness.

03

Execution

Obtain signatures, notarization, and witness attestations if required.

04

Common mistakes to avoid when preparing the disclosure

Using vague or generic language to describe an interest can lead to title exceptions and insurer reservations.
Failing to include legal descriptions or parcel IDs makes it difficult for title examiners to match records.
Not updating the disclosure after a contract amendment or assignment can create post-closing disputes.
Omitting required notarization or witness lines where state law requires them undermines enforceability.

Risks and potential consequences of inaccurate disclosures

Contract Rescission: May occur if nondisclosure is material and proven.

Title Insurance Exceptions: Undisclosed interests can lead to exceptions or denied claims.

Financial Liability: Damages or indemnity obligations may be imposed.

Regulatory Action: Broker or license discipline for disclosure failures.

Recording Defects: Incorrectly recorded instruments risk invalidity.

Tax Consequences: Incorrect reporting of transfers or interests may affect filings.

Practical examples of disclosure use in transactions

These case summaries show how disclosures support closing and post-closing resolution in real-world transactions.

Martin Properties

A mid-size brokerage standardized disclosures across listings to reduce closing delays

Used online templates to collect tenant lease exhibits
The firm avoided title exceptions and accelerated closings while keeping a single verified record per deal.

Optica Ventures LLC

A private investor group uses disclosures during due diligence for acquisitions

They require copies of any option or right-to-purchase agreements
This practice clarified encumbrances, improved lender underwriting, and minimized later litigation risk.

Common eSignature vendor comparison for executing disclosures

Basic plan and capability differences influence selection for signing disclosures; signNow appears first for direct product comparison.

	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	Varies
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Check vendor	Check vendor	Check vendor	Check vendor
Envelope Cap	No cap	100 envelopes/user/year	Verify with vendor	Verify with vendor	Verify with vendor

Frequently asked questions about Disclosures of Interest

Answers to common questions about validity, signatures, notarization, amendments, revocation, and storage for disclosures.

Need help? Contact support

Are electronic signatures valid on this disclosure?
Yes. Electronic signatures are generally valid under the ESIGN Act (15 U.S.C. §7001) and state UETA laws, provided intent, consent, attribution, and retention requirements are satisfied.
Who must sign the disclosure?
The declarant(s) with the asserted interest should sign. If a corporate or trust interest exists, an authorized officer or trustee should sign with title indicated.
Is notarization or witnesses always required?
Not always. Requirements depend on state law and whether the instrument creates a recordable interest; obtain notarization or witnesses when the recording office or state law requires it.
How do I correct an error after execution?
Issue an amended disclosure signed and dated by the same declarant(s), clearly referencing the original disclosure and attaching supporting documentation to the transaction file.
Can a disclosure be revoked?
A disclosure is factual; to remove an asserted interest you need a terminating instrument (release, satisfaction, assignment) or corrected documentation executed and recorded when necessary.
How should executed disclosures be stored?
Maintain an unalterable signed PDF with an audit trail, keep paper originals if required, and retain copies with escrow, title, and broker files per retention rules and applicable statutes.

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