Can the sheet be signed electronically?

Yes. Electronic signatures are generally enforceable under the ESIGN Act (15 U.S.C. ch. 96) and UETA where adopted, provided intent, consent, attribution, and retention requirements are satisfied.

Is a notary always required?

Not necessarily. Many jurisdictions require notarization for deeds; however, the purchasers information sheet itself is typically not a record requiring notarization unless state law or escrow instructions demand it.

What if a purchaser’s name is wrong?

Correct mismatched names before closing. Name errors can cause title exceptions, recording rejection, and tax reporting issues; obtain corrected documentation and re-sign if necessary.

How should errors be corrected after signing?

Execute an amendment or corrected sheet signed by all parties. Record the corrected instrument if the error affected a recorded document; consult title counsel to avoid chain-of-title issues.

How long must signed sheets be retained?

Retain for at least 3 years for IRS purposes (IRC §6501(a)) and longer where state law or closing requirements prescribe extended retention; retention rules vary by industry.

Who receives the completed sheet?

Provide completed copies to escrow/title, lender, and purchaser. Keep a recorded copy in corporate or brokerage records and a secure archived version with audit trail.

Electronic Signature
Templates
Real estate
Real Estate Purchasers Information Sheet

Real Estate Purchasers Information Sheet

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

REAL ESTATE PURCHASERS INFORMATION SHEET

This Purchasers Information Sheet is provided to collect detailed purchaser information, financing and transaction-related facts for the purpose of preparing purchase agreements, performing due diligence, and facilitating communication among transaction participants. The information provided below will be relied upon by the seller, seller's broker, and lender(s) where applicable. By signing below the purchaser certifies that the information supplied is true, correct and complete to the best of purchaser's knowledge and authorizes verification and ancillary background inquiries as needed to complete the transaction.

Property Identification

Property Address Parcel / APN Number Legal Description

Purchaser(s) Identification

Purchaser 1 — Full Legal Name Purchaser 2 — Full Legal Name (if applicable)

Entity Type (select all that apply): Individual Revocable Trust Corporation LLC Partnership Other

If entity, state of formation / jurisdiction Federal Tax ID / SSN (last 4 digits acceptable where applicable)

Contact Information

Primary Mailing Address Primary Phone Secondary Phone Email Address

Intended Ownership and Use

Intended Form of Title: Joint Tenants Tenants in Common Community Property Trust Other

If Tenants in Common, percentage ownership Intended Use of Property Will purchaser occupy property as primary residence?

Yes No

Transaction and Financial Terms

Proposed Purchase Price Earnest Money Amount Earnest Money Payable To

Proposed Financing: Cash Conventional FHA VA Other

If financing, name of lender or broker

Contingencies and Time Periods (enter number of days where applicable):

Inspection Period (days) Financing Contingency (days) Appraisal Contingency (days) Proposed Closing Date

Source of Funds and Proof

Source(s) of funds for purchase (select all that apply): Personal Savings Proceeds of Sale Loan / Mortgage Gift Other

If other or gift, describe source and relationship

Purchaser agrees that proof of funds, bank statements, pre-approval or loan commitment may be requested and that the purchaser will promptly provide such documentation to confirm ability to close.

Disclosures

Lead-Based Paint (for properties built prior to 1978): Known Not Known

Prior Material Damage (fire, flood, structural): Known Not Known

Flood Zone / Special Hazard Area: Yes No Unknown

Additional known material facts (describe)

Representation and Agency

Purchaser's Agent / Broker Agent Contact Phone / Email

Purchaser acknowledges the identity of their agent, if any, and confirms any agency relationship, compensation agreements or dual agency consent will be disclosed in the purchase agreement or separate agency disclosure documents.

Authorization, Certification, and Acknowledgement

By signing below the undersigned purchaser(s) certify under penalty of perjury that the foregoing information is true and correct. Purchaser authorizes the seller, seller's agents, escrow holder, lender(s), title company, and their respective representatives to verify any information provided herein, to obtain credit and background reports where applicable, and to share this information with parties necessary to facilitate the transaction. Purchaser agrees to promptly provide documentary evidence of identity, funds, and authority to execute documents upon request.

Purchaser further acknowledges that completion of this form does not bind purchaser to purchase the property nor does it amend or replace any written purchase agreement; it is an administrative information document used to support negotiation and transaction processing.

Identification Verification

Primary Government ID Type ID Number Issuing State / Country

Additional Documentation

Purchaser acknowledges that the following documents may be requested and must be provided prior to closing: proof of funds, lender pre-approval or commitment, government-issued identification, entity formation documents and authorized signatory evidence, and any affidavits required by escrow or title. Failure to timely provide requested documentation may constitute a breach of any purchase agreement.

List additional documents or notes

Purchaser Printed Name:

By:

Date:

Purchaser Capacity / Title (if signing for entity):

Contact Phone:

Email:

What the Real Estate Purchasers Information Sheet Is

The Real Estate Purchasers Information Sheet is a standardized form used to collect purchaser details, transaction-specific data, and statutory disclosures needed for property acquisitions. It typically captures purchaser identity, contact information, financing source, intended use, and any contingencies that affect closing logistics and title searches.

Why a Complete Purchasers Information Sheet Matters

A correctly completed sheet reduces closing delays, supports title and lender reviews, and creates a single source of truth for purchaser data. Accurate information minimizes post-closing corrections, preserves contingency deadlines, and helps avoid recording or tax reporting errors.

Who typically fills out and relies on this form

Agents, escrow officers, lenders, title companies, and purchasers reference this sheet to confirm identity, address, and transaction terms before closing.

Real estate brokers and agents who collect purchaser contact and financing information for listing and offer management.
Title and escrow officers who use the sheet to prepare title commitments, closing statements, and recording documents.
Lenders and mortgage brokers who verify borrower data, source of funds, and loan conditions prior to clear-to-close.

Using a consistent template across parties reduces misunderstandings and supports regulatory checks such as tax reporting, anti-money-laundering reviews, and post-closing recordkeeping.

Step-by-step: Completing the Purchasers Information Sheet

Follow these steps in order to collect, verify, and transmit purchaser data to title and lender parties prior to closing.

01

Gather IDs: Request government-issued ID copies and verify name spelling against the form.
02

Confirm Address: Obtain current residential and mailing addresses to prevent recording errors.
03

Document Funds: Note source of funds and attach proof if required by lender or escrow.
04

Sign and Date: Have all purchasers sign, date, and initial required sections before sending to escrow.

How to set up a typical digital completion workflow

Configure a repeatable routing and field setup so purchaser data flows to title, escrow, and lender systems without manual entry.

Field	Configuration
Name Field	Required; auto-fill from CRM or input
Address Field	Required; validate ZIP and state
Funding Source Field	Conditional; shown when financing selected
Signature Field	Required; enable eSignature and timestamp

Typical routing from collection to closing

A standard digital flow captures purchaser inputs, routes documents for signature, and notifies downstream parties when complete.

Upload: Upload the sheet into your document system or eSignature platform.
Place Fields: Add name, address, funding, and signature fields; apply conditional rules.
Send to Purchaser: Generate secure signing link or email with clear signer instructions.
Route to Title: Automatically send completed copy and certificate of completion to title and lender.

Technical requirements for electronic completion and secure sharing

Choose a platform that supports PDF and DOCX formats, audit trails, and required signer authentication methods before enabling e-submission.

File formats: PDF, DOCX supported for fillable templates
Authentication: Email, SMS, or stronger KBA when required
Integrations: Connectors for CRM, title, and cloud storage

Ensure platform encryption in transit and at rest, preservation of audit logs, and export options for closing packages and record retention.

Essential elements of a professional purchasers information sheet

A well-designed sheet balances completeness and clarity: include only necessary fields, use clear labels, and allow conditional inputs for varied transaction types.

Purchaser Identity

Full legal names, entity type, and government ID references.

Contact Details

Current address, mailing address, phone, and email for all purchasers.

Transaction Terms

Purchase price, earnest money, financing contingencies and closing date.

Funding Source

Indicate loan details, lender name, or cash proof requirements.

Tax Information

TIN or EIN when required for reporting or backup withholding.

Signatures

Signature blocks for all parties plus notary or witness fields when required.

Supporting documents to include with the sheet

Attach supporting items that title and lender teams commonly request to verify identity, financing, and authority to sign.

ID Copies

Government-issued photo ID for each purchaser.

Pre-Approval

Lender pre-approval letter when financing is used.

Proof of Funds

Bank statements or wire instructions for cash purchases.

Entity Documents

Corporate resolution or certificate of formation for entity purchasers.

Common timing expectations tied to the purchasers information

Key dates on the information sheet affect contingencies, deposits, and lender conditions; ensure the timeline aligns with the purchase contract.

Earnest Money Deposit:

Typically due within 1–3 business days after contract acceptance; follow contract terms.

Inspection Period:

Submit inspection objections by the contract-specified deadline, often 7–14 days.

Financing Contingency:

Provide lender documents and clear conditions by the agreed contingency removal date.

Closing Date:

Coordinate signing and funding on the contractual closing date to avoid penalties.

Recording Deadline:

Title typically records deed within 1–5 business days after funding; confirm with escrow.

Key milestones from offer to recording

A sequential milestone view helps teams track progress and triggers for next actions leading up to the deed recording.

01

Offer Accepted

Contract executed and initial deposit sent to escrow.

02

Contingency Period

Inspections, appraisals, and lender conditions are completed.

03

Clear-to-Close

Lender issues clear-to-close and escrow prepares closing package.

04

Funding and Recording

Funds wired, lender records mortgage, and deed is recorded.

Common mistakes to avoid when preparing the sheet

Using nicknames or initials that do not match government ID, which delays title verification and may require corrected documentation.
Failing to disclose entity ownership or signatory authority for corporate purchasers, prompting escrow to request corporate resolutions.
Leaving conditional fields blank when financing is used, causing lenders to return incomplete packages and delay clear-to-close.
Attaching inconsistent purchase price figures between the contract, settlement statement, and information sheet, leading to reconciliation delays.

Penalties and risks from incorrect or missing information

Incorrect TIN: Backup withholding 24%; IRS penalties possible (IRC §6721).

Unverified Identity: Title exceptions or escrow holds; possible transaction delay.

Late Recording: Risk of buyer liability for intervening events; potential quiet-title costs.

Improper Authority: Deeds signed without proper corporate resolution may be voidable.

Missing Signatures: Escrow cannot close; re-signing may incur additional notary fees.

Fraud Exposure: Inadequate verification increases risk of identity theft or title disputes.

Security and compliance features to look for when storing sheets

Encryption: TLS 1.2/1.3 in transit; AES-256 at rest

Audit Trail: Timestamped signing events with signer attribution

Access Controls: Role-based permissions and SSO options

Certification: SOC 2 Type II and ISO 27001 available

HIPAA Support: BAA available where protected health information is involved

Tamper Evidence: Document integrity checks and version history

eSignature vendor pricing and capability snapshot

Comparing common vendor entry points and feature availability helps match a signing solution to closing volume and compliance requirements.

	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	Varies	Varies

Frequently asked questions about the Purchasers Information Sheet

Answers below address common execution, validity, notarization, and storage questions encountered during real estate closings.

Need help? Contact support

Can the sheet be signed electronically?
Yes. Electronic signatures are generally enforceable under the ESIGN Act (15 U.S.C. ch. 96) and UETA where adopted, provided intent, consent, attribution, and retention requirements are satisfied.
Is a notary always required?
Not necessarily. Many jurisdictions require notarization for deeds; however, the purchasers information sheet itself is typically not a record requiring notarization unless state law or escrow instructions demand it.
What if a purchaser’s name is wrong?
Correct mismatched names before closing. Name errors can cause title exceptions, recording rejection, and tax reporting issues; obtain corrected documentation and re-sign if necessary.
How should errors be corrected after signing?
Execute an amendment or corrected sheet signed by all parties. Record the corrected instrument if the error affected a recorded document; consult title counsel to avoid chain-of-title issues.
How long must signed sheets be retained?
Retain for at least 3 years for IRS purposes (IRC §6501(a)) and longer where state law or closing requirements prescribe extended retention; retention rules vary by industry.
Who receives the completed sheet?
Provide completed copies to escrow/title, lender, and purchaser. Keep a recorded copy in corporate or brokerage records and a secure archived version with audit trail.

be ready to get more

Join over 28 million airSlate SignNow users

Sign Now