Parties
Identifies each client and the licensee or firm providing services, including full legal names and brokerage affiliation to avoid ambiguity in representation.
Clear service disclosures reduce misunderstandings, document compensation and duties, and help meet state licensing and consumer-protection requirements.
Each party should keep a signed copy for records and provide one to their broker or legal advisor as needed.
Identifies each client and the licensee or firm providing services, including full legal names and brokerage affiliation to avoid ambiguity in representation.
Lists specific duties such as marketing, showings, negotiations, lease management, and any limited or specialized services the professional will perform.
Specifies commission rates, flat fees, referral fees, and how expenses will be allocated or reimbursed during the transaction lifecycle.
Discloses material relationships, dual agency possibilities, referral arrangements, or business interests that could influence advice or recommendations.
States effective and expiration dates for the agreement, and conditions for renewal, termination, or automatic extension.
Provides signature blocks, dates, and space for initials where parties confirm receipt, understanding, and consent to the disclosed terms.
| Field | Configuration |
|---|---|
| Signer Order | Sequential or parallel routing |
| Authentication Method | Email link, SMS code, or KBA |
| Required Fields | Make names, dates, compensation mandatory |
| Audit Trail | Enable IP, timestamp logging |
Ensure the platform offers record retention, tamper-evident signing, and the ability to attach supporting documents so the disclosure remains verifiable over time.
Deliver before signing listing or buyer representation agreements.
Provide sellers or buyers prior to offer acceptance when relevant.
Ensure final signed copy is available for closing or lease execution.
Brokerages typically retain copies per state law and firm policy.
Amend and re-sign if material terms change.
A mid‑sized brokerage digitized disclosures to close deals remotely
An investor group standardized a disclosure template for rental acquisitions
| 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 | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |