Applicant Details
Full legal name, contact phone, email, mailing address, and government ID information to verify identity during screening and potential notarization.
A complete Real Estate Properties Application reduces processing delays, improves data accuracy, and creates a traceable record for legal and tax purposes under ESIGN and state e-signature laws. Clear forms help avoid rework, speed approvals, and document consent and disclosures needed for consumer-facing transactions.
Typical users range from property owners and managers to brokers, tenants, and municipal permitting staff.
The form supports both individual and organization filers and is often completed jointly by agents or attorneys acting with authority.
Full legal name, contact phone, email, mailing address, and government ID information to verify identity during screening and potential notarization.
Street address, parcel number or legal description, unit number, property type, and occupancy status to map the submission to public records.
Proposed purchase price or rental rate, earnest money or deposit amounts, and payer tax identifiers when required for reporting.
Lead-based paint, mold, floodplain, HOA rules, and other state-mandated disclosures present as checkboxes or attached exhibits.
Explicit consent for background checks, credit checks, or title searches, and consumer disclosure language where ESIGN requires it.
Space for execution date, printed names, signature, and witness or notary blocks when state rules mandate them.
Tim Martin used online execution for rental intake to eliminate in-person meetings.
Optica's operations team standardized intake fields to reduce errors.
| Field | Configuration |
|---|---|
| Authentication | Email plus optional SMS OTP for signer verification |
| Notifications | Enable email confirmations and completion receipts for all parties |
| Template reuse | Save as template with conditional sections for disclosure types |
| Storage location | Route signed PDF to secure cloud storage with access controls |
Choose a platform that supports common document formats, secure transport, and integration with record systems.
| 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 | 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 |
| 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 |
Immediate when filed online; paper filings delayed by mail
Typically 5–15 business days for review
Due with submission unless the jurisdiction allows deferred payment
Recording or registration completed within local processing times
Follow IRS and local tax timelines for any reportable transactions