Property ID
Parcel number, assessor’s ID, and legal description to match county records and title documents precisely.
A well-completed sheet reduces errors, shortens review cycles, and helps meet disclosure and underwriting requirements. Accurate, consistent property details limit disputes during escrow, clarify responsibilities for repairs or utilities, and provide a single source of truth for agents, lenders, and title companies.
The Real Estate Property Info Sheet is completed by parties responsible for the property’s factual data and used by professionals needing a concise file summary.
Use the sheet as a shared document across the transaction team to avoid duplicate requests and to support faster underwriting, disclosure, and closing processes.
Parcel number, assessor’s ID, and legal description to match county records and title documents precisely.
Square footage, lot size, year built, bedroom/bath count, and any accessory structures or units on the parcel.
Primary utility providers, meter numbers, sewer/septic status, and known service easements impacting use.
Recorded liens, mortgages, easements, covenants, pending litigation, and outstanding assessments that affect transferability.
Most recent tax parcel value, tax year, special assessments, and AMV/assessed values reported to the county.
Owner(s) and preparer signature lines with dates, printed names, and contact information for verification and audit trail.
| Field | Configuration |
|---|---|
| Mandatory owner fields | Make name, address, parcel number required |
| Signature fields | Require signer name, signature, and date |
| Attachment settings | Allow PDF upload for title reports or surveys |
| Routing order | Set agent → seller → title officer sequence |
Ensure encryption in transit and at rest, long-term storage for audit trails, and the ability to produce an audit certificate with timestamps and IP addresses.
Complete sheet prior to MLS or marketing launch
Include sheet with offers when requested by buyer or lender
Deliver to escrow/title within initial file package
Confirm encumbrance and tax info during closing checklist
Retain signed copy according to retention policy
Preliminary title report or title commitment excerpt as PDF showing recorded exceptions and owner name.
Certified survey or plat in PDF showing boundaries, easements, and improvements when available.
Latest property tax bill or assessment document to support valuation and special assessment disclosures.
Pest, structural, or roof inspection reports attached as dated PDFs for buyer review.
| 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 (Business Premium) | Yes | Yes | Yes | Yes |
| 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 |