Cover sheet
Summary of included documents, parties, property address, and signature routing instructions to orient reviewers and signers.
A Real Estate Flat Pack standardizes essential documents to reduce data entry, lower review time, and improve consistency across transactions while preserving state-specific customizations under ESIGN (15 U.S.C. ch. 96) and UETA where applicable.
The Real Estate Flat Pack is used across listing brokers, leasing teams, property managers, mortgage originators, and closing agents to accelerate common processes and reduce rework.
Use the Flat Pack when a repeatable set of documents covers the transaction; supplement with state-specific forms or attorney-reviewed clauses as needed.
Summary of included documents, parties, property address, and signature routing instructions to orient reviewers and signers.
Lease or purchase agreement with fillable fields for names, amounts, dates, and key obligations to reduce manual transcription errors.
State-mandated disclosures (lead paint, mold, property condition) included as separate attachments so they are visible and signed.
Parking, HOA rules, rent concession schedules, and inspection addenda attached as modular exhibits tied to the primary agreement.
Clear signature blocks, designated signers, and notarization or witness requirements per jurisdiction to prevent execution defects.
A place for documenting dates, reviewers, and e-signature audit trail references for future reference and compliance.
| Field | Configuration |
|---|---|
| Signature Type | Visible signature + audit trail |
| Authentication | Email link or SMS code; use stronger methods for high-risk signers |
| Routing Order | Sequential for escrow-required steps |
| Attachments | Include PDFs for property disclosures and exhibits |
Choose a signing platform that supports the file types and integrations used by your office and that meets your compliance needs.
Ensure the chosen platform provides tamper-evident signed PDFs, an audit trail, and retention controls compatible with your recordkeeping policies.
Determine which forms require notarization or witness (deeds, affidavits, some POAs)
Arrange in-person or RON session per state rules
Secure required witness count before notary acknowledgement
Notary completes certificate and journal entry
If RON used, keep audio-video and notary record per state retention rules
Affix notary certificate to the packet page where required
Submit deed and supporting documents to county recorder if conveyance occurred
Verify county recording standards and any indexing requirements
| 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 by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (premium tier) | Yes | Yes | Yes | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Yes | Yes | No | No |
A property manager bundles lease, inspection checklist, and lead paint disclosure
A listing broker prepares purchase addenda, seller disclosures, and payoff authorizations