Can the pack be e-signed?

Yes. Electronic signatures are enforceable under the ESIGN Act (15 U.S.C. §7001) and UETA where adopted; ensure consumer disclosures for certain consumer-facing records and confirm no statutory exceptions apply.

When is notarization required?

Notarization is state-specific. Deeds typically require it, some leases do if containment of particular rights is at issue. Check the state notary rules before requesting notarization or RON.

What if a tenant's name differs from ID?

Correct or reconcile names before signing. Mismatched legal names can impair enforcement and payment processing; update aliases in an addendum if appropriate.

How long must I retain executed leases?

Follow federal minima (IRS 3 years per IRC §6501(a)) and industry rules (HIPAA 6 years for health records). Many practitioners retain leases 7 years post-termination for dispute defense and accounting.

Are RON sessions acceptable?

Remote online notarization is permitted in many states if the notary complies with identity-proofing and recording requirements; verify state-specific RON statutes before use.

What evidence proves an electronic signature?

Maintain an audit trail with timestamp, signer email/IP, and intent statement. For higher assurance, add multi-factor authentication or ID credential analysis.

Electronic Signature
Templates
Real estate
Real Estate Full AST Pack

Real Estate Full AST Pack

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

REAL ESTATE FULL AST PACK

Parties and Property

Landlord Name:

Landlord Contact Address

Tenant Name(s):

Tenant Contact Address Property Identifier (full address) Parcel / APN Number Legal Description

Term

Commencement Date: Term (months): Expiration Date:

Possession: Tenant shall be entitled to possession on the Commencement Date, subject to Landlord's right to deliver earlier or require holdover arrangements. Holding over is a breach and rent shall continue at the greater of the existing rent or market rent.

Rent, Deposit and Payments

Monthly Rent Rent Due Date (each period) Security Deposit (amount)

Deposit Protection: Landlord certifies that any tenancy deposit will be held in a government-authorized tenancy deposit scheme and that Tenant will be provided prescribed information as required by law. Deposit Scheme Name:

Earnest / Holding Deposit (if any)

Late Payment: Rent unpaid more than days after the due date shall incur a late fee of or interest permitted by law, whichever is greater.

Permitted Use, Occupancy and Prohibitions

Use: The Property shall be used solely as a residential dwelling for the Tenant and permitted occupants. Commercial use is prohibited unless expressly agreed in writing by the Landlord.

Occupancy Limit: Maximum occupants:

Pets

Pets permitted subject to prior written consent and additional deposit/fees. No pets allowed

Smoking

Smoking permitted Smoking prohibited inside the Property

Utilities, Maintenance and Repairs

Utilities Responsibility: Landlord responsible for: . Tenant responsible for:

Tenant Maintenance Obligations Landlord Maintenance Obligations

Inspections, Inventory and Condition

Inventory and Schedule of Condition: An inventory and schedule of condition will be prepared and signed by both parties at move-in. Parties acknowledge that the inventory forms part of this agreement.

Inventory/Condition Notes

Disclosures

Lead-based Paint: Yes No

Known Mold or Damp: Yes No

Previous Structural or Water Damage: Yes No

Additional Disclosures / Notes

Default, Remedies and Termination

Events of Default: Tenant shall be in default for failure to pay rent; unauthorized occupants; unlawful use; failure to perform Tenant obligations; or material breach of this agreement. Landlord may serve notice to remedy and, if not remedied, may seek possession and damages.

Remedies: Remedies are cumulative and include possession, damages, and costs of repair. Tenant shall be liable for reasonable costs incurred by Landlord as a result of Tenant's breach, including but not limited to cleaning, repairs, and lost rent.

Notices

Notices shall be in writing and delivered to the addresses set forth in this agreement, or to any subsequently designated address in writing. Service by first class mail or personal delivery will be effective as permitted under applicable law.

Insurance and Liability

Tenant is advised and required to maintain tenants' contents and liability insurance for the duration of the tenancy. Landlord shall maintain property insurance for the building but is not responsible for Tenant's personal property.

Data and Prescribed Information

Landlord will provide prescribed information relating to deposit protection and tenancy terms as required by applicable tenancy legislation contemporaneously with execution of this agreement.

Governing Law and Entire Agreement

Governing Law: This Agreement is governed by the laws of the jurisdiction in which the Property is located. Entire Agreement: This document, including the inventory and any written annexes, constitutes the entire agreement between the parties and supersedes prior oral or written statements.

Additional Terms and Special Conditions

Special Conditions (if any)

Acknowledgments and Certifications

By signing below, the parties acknowledge receipt of a copy of this agreement, the inventory/schedule of condition, and confirmation that deposit details and prescribed information have been provided where applicable. Each party certifies that the information provided in this pack is true and correct to the best of their knowledge.

Landlord - Print Name:

By:

Date:

Tenant - Print Name:

By:

Date:

What the Real Estate Full AST Pack Includes and Why it Matters

The Real Estate Full AST Pack is a bundled set of tenancy and lease-related documents designed to support a complete rental transaction: lease agreement, move-in condition report, notice templates, lead-based paint and disclosure forms, tenant information sheets, and accompanying attachments. The pack centralizes clauses commonly used in U.S. residential leasing and includes fields for parties, property description, term, rent and deposit amounts, maintenance obligations, permitted uses, and signature blocks. Use this pack to create a single, consistent record of terms and actions that can be signed electronically and retained for compliance and recordkeeping.

How a Complete AST Pack Reduces Risk and Streamlines Transactions

A Full AST Pack standardizes core lease terms and required disclosures so less time is spent drafting ad hoc clauses and more time is spent verifying tenant eligibility and compliance.

Who Typically Prepares and Signs the Real Estate Full AST Pack

Typical users include property managers, landlords, leasing agents, legal counsel, and tenants; each party has specific sections to complete or review before signing.

Property managers and landlords who execute multiple leases and need template consistency across portfolios.
Leasing agents and brokers who collect tenant data, run screening, and arrange signature workflows.
Tenants who must provide identity details, emergency contacts, and acknowledgements of disclosures and rules.

The pack also supports third-party reviewers such as compliance officers and mortgage underwriters who need consistent documentation for inspections or portfolio audits.

Core Components Included in a Professional Real Estate Full AST Pack

A professional pack groups essential documents and template clauses so that all legal notices and tenant acknowledgements are present and easy to populate.

Lease Agreement

Comprehensive term, rent, deposit, utilities, maintenance, and termination clauses ready for signatures and initials on each page.

Move-In Report

Itemized condition checklist for property photos, appliance condition, and tenant initials to limit later disputes about damage.

Disclosure Forms

Lead-based paint, mold, and other state-specific disclosures included where required; fields for tenant acknowledgement.

Notice Templates

Standardized 30/60-day termination, nonpayment, and cure notices formatted for print or electronic delivery with dates and recipient details.

Payments Addendum

Rent payment methods, late fees, prorations, and returned-check policies with amounts and grace-period fields.

Attachments

Pet addendum, parking rules, HOA requirements, and appliance warranties attached as exhibits with signature lines.

Step-by-Step: Completing the Full AST Pack from Draft to Signed Copy

Follow this sequence to populate, review, and execute the pack while preserving a clear audit trail for each action.

01

Draft and Populate: Fill tenant and property fields, attach exhibits, and confirm monetary terms.
02

Review and Verify: Confirm IDs, run screenings, and verify payment method before sending for signature.
03

Execute Signatures: Send for electronic signature or sign in person; capture notarization if required.
04

Distribute and Store: Deliver the fully executed copy to all parties and archive according to retention rules.

Where to Send, File, and Distribute Executed Documents

Routing and filing depend on the document purpose: tenant copy, owner/portfolio file, escrow or accounting, and any required government or third-party recipients.

Tenant Delivery: Provide an executed PDF copy to the tenant and note delivery date for notice timelines.
Owner/Portfolio Filing: Store executed documents in property-specific folders for lease term and retention period compliance.
Accounting/Escrow: Send payment addenda and deposit receipts to accounting or escrow as required for reconciliation.
Third-Party Records: Share executed exhibits with HOA, property managers, or insurers as necessary for coverage and enforcement.

How to Configure an Electronic Signing Workflow for the Pack

Set up a repeatable signing workflow that enforces signing order, collects evidence, and retains a certificate of completion.

Field	Configuration
Signers	Specify roles and signing order (landlord > tenant > co-signer).
Authentication	Select email link, SMS code, or ID verification depending on risk level.
Reminders	Schedule automated email reminders and expiration settings.
Storage	Define destination: cloud folder, property management system, or local archive.

Technical and Integration Considerations for eSubmission

Ensure your eSignature platform supports audit trails, role-based signing, and the file formats you need for downstream systems.

Formats: PDF and DOCX supported for editing and long-term storage.
Integrations: Connectors for Google Workspace, Microsoft 365, Salesforce, NetSuite, Procore, Box, and Egnyte.
Security: TLS in transit and AES-256 at rest required for tenant data protection.

Key Deadlines and Timing to Track When Using the Pack

Track statutory and contract-driven deadlines such as rent due dates, notice windows, and security deposit timeframes to avoid penalties.

Rent Due and Late Fees:

Specify due date and grace period; late fee enforceability varies by state.

Security Deposit Return:

Most states require deposit accounting within 14–60 days after termination.

Notice to Quit:

Serve 3–30 days for nonpayment or breach depending on local law and lease terms.

Entry/Inspection Notice:

Provide required notice (typically 24–48 hours) prior to non-emergency entry.

Record Retention:

Keep executed lease and financial records per retention guidance and federal requirements.

Milestones from Offer to Close: Sequential Processing Stages

A clear milestone sequence helps coordinate screening, signing, move-in, and post-termination actions across stakeholders.

01

Application Received

Screening and ID verification occur; conditional approval or denial issued.

02

Deposit and Lease Execution

Deposit posted and parties sign the lease; receipt issued.

03

Move-In Inspection

Tenant completes move-in report and initials condition items.

04

Ongoing Compliance

Periodic inspections, rent tracking, and notice management during the term.

Common Preparation Errors to Avoid

Mismatched names between lease and ID causing enforcement gaps or payment routing problems.
Incomplete address or unit number that prevents proper service of notices and delivery of official correspondence.
Missing or unclear rent payment terms that create disputes about due dates and late fees.
Failure to attach required state disclosures, which can invalidate portions of the lease or trigger statutory penalties.

Consequences of Incorrect or Incomplete Lease Documentation

Invalid Notice: A defective notice can delay eviction and add legal costs.

Deposit Penalties: Failure to follow state deposit rules may result in statutory damages.

I-9 Violations: Incorrect employment verification exposes employers to fines (8 CFR §274a.2).

Tax Reporting Errors: Incorrect payee TINs can trigger backup withholding and IRS penalties (IRC §6721).

HIPAA Breach: Improper handling of health-related tenant data risks 45 CFR §164.530(j) obligations.

Contract Disputes: Ambiguous provisions increase litigation risk and recovery uncertainty.

eSignature Pricing and Feature Comparison for Lease Execution

Compare common eSignature pricing and features when choosing a platform for executing the Real Estate Full AST Pack; signNow is shown first per vendor comparison conventions.

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

Essential Data Elements and Security Practices

Tenant Identity: Collect verified name and government ID

Contact Details: Phone, email, and emergency contact

Payment Info: Authorized ACH, card, or rent portal details

Property ID: Full address and unit identifier

Disclosure Acknowledgements: Signed acknowledgements for required forms

Audit Trail: Timestamp, IP, and signer attribution retained

Who Can Sign and Their Typical Authority

Landlord / Owner

An individual owner or authorized property manager may sign on behalf of the owner. If the owner is an entity, sign using the legal entity name with the signatory's title shown; incorrect signatory details can limit enforceability.

Tenant / Lessee

The tenant(s) named in the lease must sign to accept terms; co-signers or guarantors sign separate guaranty pages. Electronic signatures that satisfy intent and attribution meet ESIGN/UETA standards when properly captured.

Representative Use Cases for the AST Pack

These examples show how the pack adapts to common real estate workflows across portfolio sizes.

Small Landlord

A single-owner landlord uses the pack to standardize leases across two units

Reduces drafting time per lease
The landlord keeps consistent deposit accounting and tenant notices, lowering dispute risk and simplifying end-of-term reconciliation.

Property Management Company

A regional manager integrates the pack with a PMS

Enables bulk sending and signature tracking
The company enforces uniform disclosures, automates rent collection notices, and stores executed leases centrally for audits.

Frequently Asked Questions and Troubleshooting

Answers to common questions about completing, signing, and storing the Real Estate Full AST Pack.

Need help? Contact support

Can the pack be e-signed?
Yes. Electronic signatures are enforceable under the ESIGN Act (15 U.S.C. §7001) and UETA where adopted; ensure consumer disclosures for certain consumer-facing records and confirm no statutory exceptions apply.
When is notarization required?
Notarization is state-specific. Deeds typically require it, some leases do if containment of particular rights is at issue. Check the state notary rules before requesting notarization or RON.
What if a tenant's name differs from ID?
Correct or reconcile names before signing. Mismatched legal names can impair enforcement and payment processing; update aliases in an addendum if appropriate.
How long must I retain executed leases?
Follow federal minima (IRS 3 years per IRC §6501(a)) and industry rules (HIPAA 6 years for health records). Many practitioners retain leases 7 years post-termination for dispute defense and accounting.
Are RON sessions acceptable?
Remote online notarization is permitted in many states if the notary complies with identity-proofing and recording requirements; verify state-specific RON statutes before use.
What evidence proves an electronic signature?
Maintain an audit trail with timestamp, signer email/IP, and intent statement. For higher assurance, add multi-factor authentication or ID credential analysis.

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