Is an electronic signature enforceable?

Yes. Electronic signatures are generally enforceable under the ESIGN Act (15 U.S.C. ch. 96) and state UETA statutes when intent, consent, attribution, and retention requirements are met.

When is notarization required?

Notarization is typically required for deeds and instruments intended for recording. State rules vary; confirm with the county recorder or title company before execution.

Can I use Remote Online Notarization (RON)?

Many states permit RON with identity proofing and audio-video recording; verify your state's RON status and notary requirements before scheduling a session.

What if a name is entered incorrectly?

Correct mismatches before recording; incorrect legal names can delay title insurance and tax reporting and may require corrective instruments or re-execution.

How long should I keep executed copies?

Retain executed engagements for the contract term plus at least three years; follow IRS rules (IRC §6501(a)) and industry-specific rules like HIPAA for healthcare.

How can I correct an executed document?

Use an amendment or corrective addendum signed by all parties. For recorded instruments, consult title counsel about a corrective deed or re-recording.

Electronic Signature
Templates
Real estate
Real Estate Dunes Engagement

Real Estate Dunes Engagement

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

REAL ESTATE DUNES ENGAGEMENT

Parties and Effective Date

Broker Name: License No.:

Broker Address: Client Name: Client Contact (phone / email):

Effective Date:

Property Identification

Property Address: Parcel / APN Number: Legal Description:

Engagement Scope and Authority

Scope: Broker shall provide real estate brokerage services including marketing, property showings, negotiation of offers and counteroffers, coordination with escrow and title, and facilitation of closing for the Property identified above. Broker is authorized to list, advertise, and present offers on behalf of Client as set forth below.

Nature of Engagement (select one):

Exclusive Right to Sell Exclusive Agency Buyer Representation Transaction-Broker (nonexclusive)

Engagement Term (if applicable):

Start Date: End Date:

Broker Compensation

Compensation shall be as agreed below and earned upon closing or as otherwise specified. Broker's entitlement to compensation survives termination of this Engagement if the transaction results from Broker's efforts during the term.

Commission / Fee Structure:

Commission Percentage: OR Flat Fee:

Party Responsible for Payment (select all that apply):

Seller Buyer Other:

Payment Timing:

Earnest Money and Escrow

If Broker receives or holds any deposit or earnest money, such funds shall be deposited into Broker's trust or escrow account in accordance with applicable law and held subject to the terms of the purchase contract and escrow instructions. Broker is not responsible for the loss of interest unless required by law.

Earnest Money Amount (if applicable): Escrow Holder / Title Company:

Marketing and Property Access

Client authorizes Broker to market the Property, place signage, advertise, hold open houses, photograph and post images, and to place the Property on cooperative listing services as necessary. Client remains responsible for any costs explicitly approved in writing.

Approve property signage Approve photography and virtual tours Approve open houses Approve lockbox

Disclosures

Client represents that, to Client's knowledge, the following conditions affecting the Property are true as indicated. Client must promptly disclose any additional material facts learned during the engagement.

Lead-based paint: Yes No

Mold or water intrusion: Yes No

Prior structural or material damage: Yes No

If Yes to any disclosure, describe:

Client and Broker Obligations

Client shall provide Broker with accurate property information and reasonable access to the Property. Broker shall use commercially reasonable efforts to procure offers and assist in negotiation and closing. Neither party shall make binding commitments on behalf of the other except by separate written agreement signed by both parties.

Inspection Period (if applicable):

Confidentiality; Data Handling

Broker will treat confidential information provided by Client as confidential to the extent required by law. Broker may share material information with prospective buyers, cooperating brokers, and service providers as necessary to effectuate the transaction. Client acknowledges that certain statutory disclosures cannot be kept confidential.

Termination; Remedies; Indemnification

This Engagement may be terminated by either party upon written notice to the other. Broker's right to compensation survives termination if the transaction results from Broker's performance during the term. Each party indemnifies the other for losses arising from its negligent or willful breach of this Engagement.

Limitation of Liability and Dispute Resolution

Except for willful misconduct or gross negligence, Broker's liability is limited to actual direct damages and shall not exceed the total compensation paid to Broker under this Engagement. Disputes arising from this Engagement shall be resolved first by good faith negotiation; if unresolved, the parties agree to submit to mediation prior to any court action. The parties may pursue equitable relief when necessary to prevent irreparable harm.

Governing Law; Entire Agreement; Notices

This Engagement shall be governed by the laws of the state in which the Property is located, without regard to conflict of laws. This Engagement constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes prior written or oral agreements. Notices shall be in writing and delivered to the addresses below.

Notice Address for Broker: Notice Address for Client:

Additional Provisions

Additional Terms or Amendments:

The parties certify that they have the authority to enter into this Engagement, that the information provided is accurate, and that this Engagement creates binding obligations upon execution by both parties.

Client Printed Name:

By:

Date:

Broker Printed Name:

By:

Date:

What the Real Estate Dunes Engagement Is

The Real Estate Dunes Engagement is a written agreement that sets the working relationship between a real estate professional and a client for a specific property or set of services. It defines parties, the property description, scope of services, compensation and the term of engagement. The document is commonly used to record listing, buyer representation, or transaction management responsibilities and to allocate duties such as marketing, showings, escrow coordination, and communications prior to closing.

Why this engagement matters for transactions

A clear engagement agreement reduces disputes by documenting scope, fees, and decision authority. When executed electronically it must satisfy ESIGN (15 U.S.C. ch. 96) and applicable state UETA rules to be enforceable in interstate and intrastate matters.

Who typically completes the Real Estate Dunes Engagement

Each signer should confirm their authority to bind the listed party and supply accurate identity details before signing.

Listing brokers and sales agents who will manage marketing, showings, and offers on behalf of a seller.
Buyers and buyer agents when establishing representation, negotiation authority, and fee structure.
Attorneys, title officers, or transaction coordinators who review terms, deliver disclosures, and manage closing logistics.

Core sections to include in a professional engagement

A complete Real Estate Dunes Engagement organizes essential contract elements so responsibilities are unambiguous and recordkeeping supports future enforcement.

Parties

Full legal names and contact details for client(s) and broker/agent. Include entity type for corporate parties and the authorized representative's title.

Property Description

Street address, legal description or parcel number and any related unit or lot identifiers to avoid ambiguity about the asset subject to services.

Scope of Services

Explicit list of duties such as marketing, showings, open houses, and contract negotiation; note any excluded services or third-party fees.

Compensation

Commission rate or flat fee, timing of payment, responsibility for transaction costs, conditions for split fees and refunds on early termination.

Term and Termination

Start and end dates, automatic renewal clauses if any, notice requirements, and consequences for early termination including earned fees.

Signatures and Acknowledgements

Signature blocks for all parties, date lines, notary or witness lines if required by state law, and a clause confirming receipt of required disclosures.

Required information at a glance

Client Name: Full legal name

Agent Name: Broker and agent

Property: Complete address

Effective Date: MM/DD/YYYY

Fee Terms: Commission or fee

Signature: Signed and dated

How to complete the form in sequence

Follow this step sequence to minimize omissions and ensure the agreement is enforceable.

01

1. Verify parties: Confirm legal names and authorized signers.
02

2. Describe property: Enter full address and parcel identifiers.
03

3. Define compensation: Specify commission or fees clearly.
04

4. Sign and date: All parties sign; notarize if required.

Typical document flow from drafting to record

A standard workflow moves the draft through review, signature, optional notarization, and distribution to stakeholders and recorders.

Draft: Create and review the engagement text.
Sign: Obtain signatures electronically or in person.
Notarize: If required, complete in-person or RON session.
Distribute: Send executed copies to client, broker, title, and escrow.

How to configure an online signing workflow

Set up a predictable online workflow that assigns fields, authentication, and post-sign distribution before sending the document to signers.

Field	Configuration
Signature authentication	Email link or SMS code verification
Conditional fields	Show or hide fields based on prior responses
Template reuse	Save as a template for repeated listings
Integrations	Connect CRM or title systems for automatic routing

Delivery channels and technical considerations

Ensure any chosen channel preserves audit trails, authentication records, and reproductions required for legal evidentiary value.

Email: Universal and simple
In-person: Preferred for notarization
Integration: CRM and cloud connectors

Common timing and deadline considerations

Real estate engagements interact with transaction milestones; align dates in the agreement with inspection, financing, and closing schedules to avoid conflicts.

Effective date:

Execution date triggers the agreement term and obligations.

Inspection period:

Specify time allowed for inspections and notice of objections.

Financing contingency:

Set the deadline to remove financing contingencies.

Earnest money due:

State when and where earnest funds must be deposited.

Closing date:

Define the planned closing and extension procedures.

Key milestones from engagement to closing

Track milestones in sequence so responsibilities and deadlines are clear for all parties and vendors.

01

Engagement signed

Agreement executed and distributed to stakeholders.

02

Disclosures delivered

Seller delivers required property disclosures as specified by state law.

03

Contingency cure

Buyer or seller resolves inspection and financing contingencies.

04

Closing completed

Final funds transferred, deeds recorded, and keys delivered.

Common mistakes to avoid when preparing the engagement

Leaving the property description vague, which can create title and enforcement disputes and delay closing.
Using ambiguous compensation language that fails to specify when commission is earned or payable on dual agency deals.
Failing to confirm the signatory's authority when a business or trust signs, causing enforceability questions later.
Skipping notarization or witnessing when state recording rules require it, which can prevent recording of a conveyance.

Potential legal and financial risks from errors

Unenforceable terms: Missing signature blocks can render fee provisions unenforceable

Recording delays: Improper acknowledgements delay deed or instrument recording

Liability exposure: Incorrect disclosure can trigger purchaser claims

Contract disputes: Ambiguous scope leads to litigation risk

Tax consequences: Misstated party names complicate 1099 reporting

Authentication failure: Weak signer authentication undermines evidence of intent

Real-world examples of similar engagements in practice

Selected customer experiences show how digital execution and integrations affect speed and compliance in real estate workflows.

Tim Martin — Martin Properties

We moved all listing paperwork online to streamline closings and reduce delays.

Mobile signing and offline support enabled field execution.
I can execute documents with full compliance and security on mobile or desktop, reducing turnaround and improving transaction throughput for my team and clients.

John Butler — Fertility Centers of Illinois

We needed flexible signing across multiple locations with strong audit capability.

API integration allowed automated routing and storage.
The team adopted digital workflows that preserved compliance standards, improved traceability, and simplified cross-office document management during clinical and business operations.

eSignature vendor snapshot for executing the engagement

This vendor comparison lists common commercial metrics and starting prices to consider when selecting an eSignature provider for real estate engagements.

	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 required	Varies by vendor	Varies by vendor	Varies by vendor	Varies by vendor
Bulk Send	Yes	Yes	Yes	Yes	Yes
Audit Trail	Yes	Yes	Yes	Yes	Yes
Envelope Cap	No cap	100 envelopes/user/year limit	Varies	Varies	Varies

Frequently asked questions about execution and signing

Answers to common questions about validity, notarization, electronic execution, and typical errors when using digital processes.

Need help? Contact support

Is an electronic signature enforceable?
Yes. Electronic signatures are generally enforceable under the ESIGN Act (15 U.S.C. ch. 96) and state UETA statutes when intent, consent, attribution, and retention requirements are met.
When is notarization required?
Notarization is typically required for deeds and instruments intended for recording. State rules vary; confirm with the county recorder or title company before execution.
Can I use Remote Online Notarization (RON)?
Many states permit RON with identity proofing and audio-video recording; verify your state's RON status and notary requirements before scheduling a session.
What if a name is entered incorrectly?
Correct mismatches before recording; incorrect legal names can delay title insurance and tax reporting and may require corrective instruments or re-execution.
How long should I keep executed copies?
Retain executed engagements for the contract term plus at least three years; follow IRS rules (IRC §6501(a)) and industry-specific rules like HIPAA for healthcare.
How can I correct an executed document?
Use an amendment or corrective addendum signed by all parties. For recorded instruments, consult title counsel about a corrective deed or re-recording.

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