Is an electronic signature legally valid?

Yes. Electronic signatures meet federal standards under the ESIGN Act (15 U.S.C. ch. 96) and most states' UETA laws; validity requires intent, consent, attribution, and retained reproducible records. Certain exceptions exist for wills, court orders, and some real estate notices.

Do I need a notarization or witnesses?

Notarization requirements vary by state; deeds commonly require a notary acknowledgement and some states require one or two witnesses. For remote notarization, follow state RON rules and identity-proofing standards. Verify county recorder and state notary authority requirements.

Can I e-sign consumer-facing disclosures?

Yes, but consumer-facing disclosures often require an ESIGN consumer consent disclosure (15 U.S.C. §7001(c)). Demonstrate the signer can access the electronic record, provide an option to receive paper, and maintain a reproducible record of consent and the signed document.

How do I correct errors after submission?

Create a clearly marked corrected version or an amendment that describes changes, include initials and dates where appropriate, notify all parties, and preserve the audit trail. If documents were filed externally, follow recorder or lender procedures for corrections or re-submissions.

What are the consequences of missing or incorrect fields?

Incomplete or inaccurate entries can delay closing, trigger underwriting holds, cause title exceptions, and create tax reporting issues such as backup withholding. Promptly supply corrected documentation and notify affected parties to limit exposure.

Are remote notarizations accepted for deeds and closing?

Remote Online Notarization (RON) is authorized permanently in most states but not uniformly. Confirm state-specific RON rules for identity proofing, audio-video recording retention, and county recorder acceptance before relying on RON for deed execution.

Electronic Signature
Templates
Real estate
Real Estate Purchase Info Sheet

Real Estate Purchase Info Sheet

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

REAL ESTATE PURCHASE INFO SHEET

This Real Estate Purchase Info Sheet records the principal economic and administrative terms proposed for the purchase and sale of the property identified below. Except where expressly stated as binding, this sheet is intended as a summary for preparation of a formal Purchase and Sale Agreement and does not itself create a binding contract for the purchase of the property. Binding obligations, if any, are limited to earnest money handling instructions and confidentiality obligations as set forth below.

1. PROPERTY IDENTIFICATION

Property Address Parcel / APN Legal Description

2. PARTIES

Buyer Name Buyer Contact Information Seller Name Seller Contact Information

3. FINANCIAL TERMS

Purchase Price: $ Earnest Money: $ Due Within:

Earnest Money Held By (Escrow Holder)

Financing Type: Conventional FHA VA Cash

Anticipated Loan Amount: $ Down Payment: $

Buyer to pay closing costs:

4. IMPORTANT DATES

Offer Date: Inspection Period (days): Inspection Deadline:

Closing Date: Possession Date:

5. INCLUSIONS / EXCLUSIONS

Included Items (fixtures, appliances, window coverings, etc.) Excluded Items

6. CONTINGENCIES AND PROPERTY CONDITION

Inspection Contingency: Yes No Repair Cap: $ Seller Repair Response (days):

Financing Contingency: Yes No Days to Remove Financing Contingency:

Appraisal Contingency: Yes No

7. DISCLOSURES

Lead-Based Paint Disclosure Applicable (if property built before 1978): Yes No

Known Material Defects (structural, water intrusion, mold, pest, hazard):

Prior Damage or Repairs (water, fire, foundation, remediation):

8. TITLE, HOA AND CLOSING

Title / Escrow Company HOA / CC&R Information

Title Exceptions / Known Liens:

9. DEFAULT; REMEDIES

If Buyer defaults under the eventual purchase agreement, seller may retain earnest money as liquidated damages to the extent permitted by law, or seek specific performance or actual damages. If Seller defaults, Buyer may pursue deposit recovery, specific performance, or other remedies at law or equity. The parties agree that any dispute as to breach or remedies shall be resolved pursuant to the Governing Law provision below and that prevailing party may recover reasonable costs and attorney fees as allowed by contract or law.

10. GOVERNING LAW; ENTIRE AGREEMENT

Governing Law: This Info Sheet and any resulting Purchase and Sale Agreement shall be governed by the laws of the state in which the property is located. This Info Sheet, together with any executed Purchase and Sale Agreement, constitutes the entire understanding of the parties with respect to the subjects contained herein and supersedes all prior negotiations and agreements, whether written or oral, except as otherwise agreed in a signed writing.

11. CERTIFICATIONS AND BINDING PROVISIONS

Seller represents and warrants that Seller is the legal owner of the property and has authority to enter into a purchase agreement. Buyer acknowledges that this Info Sheet is a summary only and that material terms and representations must be set forth in a formal Purchase and Sale Agreement. The parties agree that the earnest money handling instructions set forth herein and any confidentiality obligations explicitly noted shall be binding from the date of signature below.

Additional Terms / Special Provisions

12. AGENTS / BROKER INFORMATION

Buyer Agent Name and Brokerage Seller Agent Name and Brokerage

Buyer:

By:

Date:

Seller:

By:

Date:

What the Real Estate Purchase Info Sheet Is

The Real Estate Purchase Info Sheet is a concise form used to gather core transaction details for an offer or closing. It centralizes buyer and seller names, street address, parcel identifiers, purchase price, earnest money, financing terms, closing date, and contact information for agents, lenders, and title. Completed early, it reduces data re-entry across purchase agreements, lender packages, and title commitments and creates a single reference that supports underwriting, escrow preparation, and timely closing coordination.

Why a Standardized Info Sheet Matters

A standardized Real Estate Purchase Info Sheet reduces errors, improves communication among parties, and shortens review cycles for lenders and title companies.

Who Typically Completes and Uses This Form

Agents, buyers, sellers, lenders, and title officers commonly use the sheet to capture and verify transaction details before contract finalization.

Real estate agents coordinating offers, disclosures, and communication between parties.
Buyers and sellers providing accurate names, financing details, and contact information.
Title officers and lenders verifying property identifiers, vesting, and closing instructions.

Use it to create a consistent, shareable record that reduces follow-up requests and supports accurate closing documents.

Stepwise Process to Complete the Info Sheet

Follow these steps to complete the Real Estate Purchase Info Sheet accurately and prepare documents for underwriting and closing.

01

Gather Parties: Collect legal names and contact details for buyer, seller, and agents.
02

Property Details: Enter full address, parcel number, and legal description.
03

Financial Terms: Record purchase price, deposits, and financing specifics.
04

Review & Sign: Confirm accuracy, attach supporting documents, and sign with dates.

How the Sheet Moves Through the Transaction

This workflow shows routing from data collection to closing and the role each party plays in verification.

Upload Sheet: Attach the completed sheet to the listing or purchase packet.
Share with Lender: Send to lender for prequalification and underwriting review.
Title Review: Title company verifies vesting, liens, and encumbrances against the provided data.
Closing Coordination: Escrow uses finalized data to prepare settlement statements and closing documents.

Configure Your Digital Template and Routing

Configure the online template fields, validation logic, and routing settings to match your office workflow before distributing the sheet to buyers and sellers.

Field	Configuration
Set Authentication Method for Signers	Choose email or SMS code verification to balance convenience and assurance.
Required Supporting Attachments	Require proof of funds, inspection reports, and seller disclosures be attached.
Conditional Fields Setup	Show mortgage fields only if financing is selected to reduce signer confusion.
Automatic Notifications	Send email alerts to agent, lender, and title upon completion for quick follow-up.

Technical and Integration Considerations

Modern eSubmission supports desktop and mobile devices; set field validation and signer authentication to meet regulatory and lender requirements.

Formats Supported: PDF, DOCX, and HTML supported
Integrations: Salesforce, NetSuite, Microsoft 365, Google Workspace integrations
Authentication Options: Email, SMS, KBA, and SSO supported

Core Elements of a Professional Info Sheet

A professional Real Estate Purchase Info Sheet includes structured fields, version control, signer blocks, supporting document references, and clear routing instructions for all parties.

Structured Fields

Predefined fields for names, addresses, prices, dates, and financing ensure consistent data capture and reduce transcription errors when information transfers into contracts, title commitments, and lender packages.

Version Control

Track revisions with timestamps, author names, and change notes so parties can reconcile edits, avoid conflicting terms, and produce the correct final data for closing statements and escrow instructions.

Signer Blocks

Dedicated signature and date fields for each party, including entity titles and signing authority, ensure valid execution and clarity about who is authorized to bind buyer or seller.

Supporting Documents

Reference attached items such as loan pre-approval, proof of funds, inspection reports, and seller disclosures to provide a complete transaction record for underwriters and title examiners.

Routing Instructions

Explicit routing steps list recipients, delivery methods, and deadlines for agents, lenders, and title officers to streamline approvals and document collection before closing.

Audit Trail

Include timestamps, IP logs, and version history to document who completed or modified the sheet, supporting dispute resolution and regulatory compliance and record retention policies.

Required Data Elements at a Glance

Buyer Name: Full legal name as on ID

Seller Name: Full legal name as on ID

Property Address: Street, city, state, and ZIP

Purchase Price: Numeric value and currency

Deposit Details: Amount, date, and payee

Lender Info: Lender name and loan amount

Primary Risks from Incorrect or Missing Information

Delayed Closing: Settlement postponement and added costs

Title Issues: Uncovered liens or vesting errors

Loan Denial: Missing financing details may stop underwriting

Tax Consequences: Incorrect TIN causes backup withholding

Legal Disputes: Ambiguous terms invite litigation

Penalties: Fines or contractual damages possible

Common Preparation Mistakes to Avoid

Incomplete or inconsistent names between title, lender, and contract cause significant delays and may require re-execution of closing documents.
Using informal addresses or PO boxes prevents accurate tax proration and title searches; include full street addresses and county where required.
Vague financing descriptions without lender contact, loan number, or contingency deadlines often trigger underwriting holds and slow down closings.
Failing to attach required supporting documents, such as proof of funds or inspection reports, leads to repeated requests and extended timelines.

Key Dates and Deadlines Related to the Info Sheet

Track key deadlines for tax reporting, deposit handling, and closing milestones tied to the purchase information sheet to avoid fines and delays.

Provide W-9 When Requested by Payer:

Supply a W-9 to the payer upon request to avoid backup withholding.

Deliver Form 1099-NEC to Contractors:

File and furnish Form 1099-NEC by January 31 where applicable.

Meet Agreed Closing Date and Contingencies:

Confirm dates with lender and title to avoid rescheduling and added costs.

Retain Purchase Records for IRS and Audit:

Keep records for at least three years; longer if audited or income understated.

Confirm Notary and Witness Timing Requirements:

Schedule notarizations early; remote options may require identity proofing and recording.

Frequently Asked Questions and Practical Answers

Answers to common questions about completing, submitting, and validating a Real Estate Purchase Info Sheet are below to resolve frequent issues.

Need help? Contact support

Is an electronic signature legally valid?
Yes. Electronic signatures meet federal standards under the ESIGN Act (15 U.S.C. ch. 96) and most states' UETA laws; validity requires intent, consent, attribution, and retained reproducible records. Certain exceptions exist for wills, court orders, and some real estate notices.
Do I need a notarization or witnesses?
Notarization requirements vary by state; deeds commonly require a notary acknowledgement and some states require one or two witnesses. For remote notarization, follow state RON rules and identity-proofing standards. Verify county recorder and state notary authority requirements.
Can I e-sign consumer-facing disclosures?
Yes, but consumer-facing disclosures often require an ESIGN consumer consent disclosure (15 U.S.C. §7001(c)). Demonstrate the signer can access the electronic record, provide an option to receive paper, and maintain a reproducible record of consent and the signed document.
How do I correct errors after submission?
Create a clearly marked corrected version or an amendment that describes changes, include initials and dates where appropriate, notify all parties, and preserve the audit trail. If documents were filed externally, follow recorder or lender procedures for corrections or re-submissions.
What are the consequences of missing or incorrect fields?
Incomplete or inaccurate entries can delay closing, trigger underwriting holds, cause title exceptions, and create tax reporting issues such as backup withholding. Promptly supply corrected documentation and notify affected parties to limit exposure.
Are remote notarizations accepted for deeds and closing?
Remote Online Notarization (RON) is authorized permanently in most states but not uniformly. Confirm state-specific RON rules for identity proofing, audio-video recording retention, and county recorder acceptance before relying on RON for deed execution.

eSignature Pricing and Feature Comparison

Compare common eSignature plan features and starting prices relevant to signing and routing Real Estate Purchase Info Sheets.

	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

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