Requester
Name, brokerage or company, phone, and email so the recipient can verify identity and follow up quickly; include license number if agent is representing a client.
A concise Real Estate Home Request reduces back-and-forth, creates an auditable record of the request and response, and helps align expectations for timing and deliverables. Clear requests support compliance with disclosure timelines and make it easier to resolve disputes about what was requested and when.
Real estate agents, prospective buyers, property managers, lenders, title companies, and inspection vendors commonly create or respond to Home Requests.
Roles vary by transaction stage; specify the recipient and role on the form so responsibilities and expected responses are clear.
A licensed agent acting on a buyer's behalf who may submit requests for showings, inspections, or disclosures; must include client authorization and contact details to verify authority.
The property owner or authorized representative who reviews and responds to requests; response may be required under contract or local disclosure rules and should be logged with date and responder identity.
Name, brokerage or company, phone, and email so the recipient can verify identity and follow up quickly; include license number if agent is representing a client.
Full property address and parcel or MLS number where available; imprecise addresses cause delays and misdirected responses when title or records are checked.
Precise description of the request (e.g., 'access for home inspection', 'copy of seller property disclosure'); avoid vague language that could be misinterpreted.
Preferred dates and times, deadline for response, and any contingency windows tied to contract terms so scheduling and obligations are clear.
Supporting documents such as authorization letters, proof of insurance, or inspection checklists that the recipient needs to act on the request.
Signature, printed name, date, and any required witness or notarization information so the request can be validated and retained.
| Field | Configuration |
|---|---|
| Signature Field | Require signer name and date; set required flag. |
| Authentication Level | Choose email or SMS code for low risk; use KBA or two-factor for higher risk. |
| Attachments | Allow attach-only or enforced uploads for supporting docs. |
| Audit Trail | Enable full event logging and PDF certificate generation. |
Choose distribution channels that match the recipient’s preferences and your recordkeeping requirements.
For transactions with higher evidentiary needs, prefer platforms that provide audit trails, optional two-factor authentication, and integration with your document management system.
Request a reply within 48–72 hours for scheduling or confirmation.
Propose at least two available dates within one week to facilitate scheduling.
Allow 3–7 days lead time for inspectors and vendor availability.
Specify a deadline of 5–10 business days for disclosure or records.
Tie response time to contractual contingency timelines where applicable.
Sender records submission date and method for the request.
Recipient verifies identity and available dates, then accepts or proposes alternatives.
Confirmed date/time entered and any access instructions are provided.
Completion notes, delivered documents, or denial reasons are logged and stored.
| 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 | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes (available on Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |