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Real Estate Land Questionnaire

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REAL ESTATE LAND QUESTIONNAIRE

The undersigned owner(s) or authorized representative(s) provide the following facts and disclosures concerning the real property identified below. Responses shall be true and complete to the best of the respondent's knowledge as of the date of signature. This Questionnaire is provided for informational purposes to prospective purchasers, lenders, title companies, and other parties; responses are not a substitute for inspections, surveys, title or environmental reports, nor do responses create a warranty beyond the statement of facts herein.

Property Identification

Property Address:

Parcel / APN:    County:

Owner / Respondent

Phone:    Email:

Ownership, Title and Authority

Are you the fee owner of the property?

Is title vested in an entity (corporation, LLC, trust)?   If yes, name of entity:

Are there any recorded or unrecorded interests, options, or agreements affecting the property that would survive closing?

Physical Characteristics & Current Use

Current primary use (check all that apply):

               

Are there any structures, improvements or roads on the property?

Are there any wells, springs, water rights, irrigation ditches, or water delivery systems on or serving the property?

Environmental & Hazardous Conditions

To your knowledge, has the property ever been used for activities that could cause environmental contamination (fuel storage, chemical storage, waste disposal, mining, dry cleaning, etc.)?

Are there known or suspected underground storage tanks, spills, releases, or hazardous materials on or affecting the property?

Is any portion of the property located within a designated floodplain, wetland, or other protected environmental area?

Encumbrances, Easements, Rights & Restrictions

Are there recorded or unrecorded easements, rights-of-way, pipelines, utility corridors, or access agreements affecting the property?

Are there deed restrictions, covenants, homeowners' association obligations, or other use restrictions?

Taxes, Assessments & Utilities

Current annual real estate taxes:    Are there special assessments or pending assessments?

Are there municipal or private utilities available to the property (water, sewer, electricity, gas)? Provide which are available and which are connected.

Disputes, Claims & Litigation

Are there any pending or threatened lawsuits, claims, notices of violation, code enforcement actions, or boundary disputes affecting the property?

Surveys, Reports & Attachments

Date of most recent boundary survey or plat:    Surveyor or firm:

Certifications & Acknowledgements

The undersigned certifies, under penalty of perjury, that the information contained in this Questionnaire is true and correct to the best of the undersigned's knowledge and belief. The undersigned acknowledges the provision of this information does not constitute a representation or warranty as to matters not specifically addressed and that prospective purchasers, lenders, insurers and their representatives are responsible for independent verification, inspections, and investigation. The undersigned authorizes release of copies of surveys, reports and related documents listed above to parties with a legitimate interest and agrees to indemnify and hold harmless any party who, acting in good faith, relies upon these representations.

The undersigned further affirms they have the authority to execute this Questionnaire for the owner identified above, and that any statements herein regarding third-party approvals, permits, or regulatory matters are true to the undersigned's actual knowledge.

Printed Name:

Signature:

Date:

Enter text✕

What the Real Estate Land Questionnaire Is and When It’s Used

A Real Estate Land Questionnaire is a structured form used to collect factual, title, zoning, and physical-condition information about a parcel of land during a transaction, title examination, survey request, or due diligence review. It gathers legal descriptions, ownership history, encumbrances, easements, utility access, environmental disclosures, and intended use to support title insurance, closing, municipal permitting, or lender underwriting. When completed accurately, it reduces recording delays and clarifies obligations; when incomplete or inconsistent, it can trigger recording rejections, title exceptions, or additional cure work before closing.

Why a Thorough Land Questionnaire Matters

A complete questionnaire streamlines title review, highlights risks early, and documents material facts for buyers, sellers, and lenders.

Why a Thorough Land Questionnaire Matters

Who Typically Completes and Reviews This Questionnaire

Parties involved vary by transaction but generally include legal, title, and transaction teams.

  • Title officers and examiners verifying recorded encumbrances and exceptions against the survey and deed.
  • Buyers and buyer counsel confirming property facts, access, and permitted uses before closing.
  • Sellers or listing agents supplying property specifics, improvements, and outstanding obligations.

Final reviewers typically include the closing agent, lender counsel, and title examiner before recording.

Step-by-Step: Filling and Verifying the Questionnaire

Follow a consistent, documented sequence to ensure accuracy and reduce rework before title or recording steps.

  • 01
    Gather Documents: Collect deed, survey, tax records, and prior title commitments.
  • 02
    Complete Fields: Populate each field exactly as source documents state.
  • 03
    Verify with County: Confirm APN and legal description with the county assessor/recorder.
  • 04
    Sign and Attach: Get required signatures, notarization, and attach supporting exhibits.

Essential Elements of a Professional Land Questionnaire

A comprehensive questionnaire includes legal, physical, and administrative sections so reviewers can assess title, use restrictions, and record-keeping needs without follow-up.

Parcel Identity

Clear property identifiers: full address, APN, and legal description to match county records and avoid misfiling or title exceptions.

Ownership and Vesting

Current owner name(s), vesting form, and recorded deed references to confirm authority to convey and any vesting discrepancies that require cure.

Encumbrances

Recorded mortgages, liens, judgments, and UCC filings that affect title insurability or closing conditions; include instrument references.

Easements and Rights

Utility, access, conservation, and shared-driveway easements with recording data to assess use limitations and maintenance responsibilities.

Physical & Environmental

Improvements, wetlands, known contamination, septic systems, and flood zone impacts that affect permitting and lender underwriting.

Municipal & Zoning

Current zoning classification, use permits, pending code violations, and outstanding municipal notices affecting intended future use.

Required Data Elements for Accurate Processing

Property Identifiers: Address, APN, legal description
Owner Information: Full legal name, contact, vesting
Recorded References: Deed book/page or instrument number
Encumbrance Summary: Mortgages, liens, easements
Zoning Details: Zoning code and permitted uses
Supporting Docs: Survey, title commitment, permits

Where to Send and How the Questionnaire Moves Through a Transaction

Routing depends on transaction type; ensure the questionnaire is delivered to title, lender, and municipal reviewers in the proper sequence.

  • Upload to Title: Send completed form to the title company or agent.
  • Provide to Lender: Include with loan package and underwriting documents.
  • Municipal Filing: Submit necessary portions for permits or code clearance.
  • Retain Copies: Distribute final signed copies to all parties.

Configuring an Online Questionnaire Workflow

When moving this questionnaire online, map fields, signer order, and required attachments to match your closing processes and compliance needs.

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

Digital Signing and Submission: Technical Considerations

Choose integrations with your title system, county recorder, and document storage to minimize manual exports and preserve audit records.

  • File Formats: PDF, DOCX, and scanned images supported
  • Authentication Methods: Email link, SMS code, KBA options
  • Audit Trail: IP, timestamp, and signer attribution

Consequences of Inaccurate or Incomplete Questionnaires

Recording Rejection: Delays closing
Title Exceptions: Additional cure costs
Tax Exposure: Incorrect assessment
Lender Delay: Funding postponement
Legal Disputes: Potential litigation
Financial Penalties: Contractual damages

Common Mistakes to Avoid When Preparing the Questionnaire

  • Using an incomplete legal description or an assessor’s parcel number with incorrect digits creates mismatches at the recorder and may require re-filing.
  • Failing to attach the latest survey or deed means the title examiner cannot confirm boundary lines, easements, or encroachments identified in the questionnaire.
  • Listing an owner name that does not match the recorded vesting can invalidate transfer documents or prompt additional identity and title research.
  • Skipping notarization or witness steps required by the state results in nonrecordable instruments and closing delays or escrow holds.

Notarization and Witness Steps for Recording-Ready Questionnaires

Follow these authentication steps to prepare the questionnaire and attachments for recording and title clearance.

01

Prepare Final Draft

Ensure all fields complete and attachments included prior to signatures.

02

Obtain Signatures

All parties sign in the presence required by state rules.

03

Notary Acknowledgement

Notary signs and dates where state requires acknowledgement.

04

Witness Execution

Collect witness signatures when the state or county requires them.

05

Record with County

Submit originals to the county recorder with required fees.

06

Confirm Acceptance

Verify the recorder accepted and indexed the instrument.

07

Provide Copies

Distribute recorded copies to lender and parties.

08

Archive Records

Store originals and digital copies per retention policy.

Real-World Examples of Questionnaire Use

Two real customer scenarios show how a complete questionnaire reduces friction in different transaction types.

Martin Properties

Tim Martin, Founder, Martin Properties processed closings fully online to avoid site visits.

  • The team used prefilled questionnaires for consistency across listings.
  • As a result, their closings required fewer post-closing cures and returned signed documents more quickly to lenders and title partners.

Optica Ventures

Brian Fitzgibbons, COO, Optica Ventures streamlined investor due diligence with standardized land questionnaires.

  • The uniform format reduced follow-up questions.
  • That consistency lowered title review time and improved alignment between developers, counsel, and lenders during entitlement phases.

Comparing eSignature Pricing and Core Features

This vendor comparison shows baseline starting prices and common feature availability to inform selection for land questionnaire workflows.

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

Frequently Asked Questions and Common Troubleshooting

Answers to routine questions about legality, notarization, corrections, security, and record retention for the questionnaire.


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