Parcel Identity
Clear property identifiers: full address, APN, and legal description to match county records and avoid misfiling or title exceptions.
A complete questionnaire streamlines title review, highlights risks early, and documents material facts for buyers, sellers, and lenders.
Parties involved vary by transaction but generally include legal, title, and transaction teams.
Final reviewers typically include the closing agent, lender counsel, and title examiner before recording.
Clear property identifiers: full address, APN, and legal description to match county records and avoid misfiling or title exceptions.
Current owner name(s), vesting form, and recorded deed references to confirm authority to convey and any vesting discrepancies that require cure.
Recorded mortgages, liens, judgments, and UCC filings that affect title insurability or closing conditions; include instrument references.
Utility, access, conservation, and shared-driveway easements with recording data to assess use limitations and maintenance responsibilities.
Improvements, wetlands, known contamination, septic systems, and flood zone impacts that affect permitting and lender underwriting.
Current zoning classification, use permits, pending code violations, and outstanding municipal notices affecting intended future use.
| Field Mapping | Map each form field to database or title system |
|---|---|
| Signer Order | Set sequence: preparer → owner → notary → closer |
| Required Attachments | Mandate survey, deed, title commitment uploads |
| Authentication | Choose email, SMS code, or ID verification |
| Retention Rules | Set automatic retention and export policies |
Choose integrations with your title system, county recorder, and document storage to minimize manual exports and preserve audit records.
Ensure all fields complete and attachments included prior to signatures.
All parties sign in the presence required by state rules.
Notary signs and dates where state requires acknowledgement.
Collect witness signatures when the state or county requires them.
Submit originals to the county recorder with required fees.
Verify the recorder accepted and indexed the instrument.
Distribute recorded copies to lender and parties.
Store originals and digital copies per retention policy.
Tim Martin, Founder, Martin Properties processed closings fully online to avoid site visits.
Brian Fitzgibbons, COO, Optica Ventures streamlined investor due diligence with standardized land questionnaires.
| 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) | Available on some plans | Available on some plans | Available on some plans | Available on some plans |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |