Can the questionnaire be signed electronically?

Yes. Electronic signatures are legally enforceable under the ESIGN Act (15 U.S.C. ch. 96) and UETA in most states, provided parties consent and the record is retained in a reproducible form.

Is notarization required for the seller signature?

Notarization is often required for affidavits and some deed acknowledgements; requirements vary by state. Check state notary or recording office rules before finalizing the package.

What if the seller name differs from title?

Mismatched names commonly require corrective affidavits, supporting documentation, or re-execution by the proper owner. Verify identity early to avoid delays.

Can remote online notarization (RON) be used?

Many states permit RON with identity proofing and audio-video recording; verify state RON rules and retention requirements before relying on remote notarization.

Which supporting documents should be attached?

Attach the current deed, most recent survey, recent title report, and any permits or recorded easements cited in the questionnaire to prevent follow-up requests.

How long should parties retain the completed questionnaire?

Retain according to the longest applicable rule: at least three years for tax records (IRC §6501(a)), seven years for many real estate matters, and six years for HIPAA-covered records when applicable.

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Real Estate Residential Lot Contract Questionnaire

Real Estate Residential Lot Contract Questionnaire

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

Real Estate – Residential Lot Contract Questionnaire

Transferee’s full name:

Street address: City: State: Zip: County:

Birth date: Social Security Number:

Home phone: Work phone: ext. Cell/pager: E-mail:

Transferor’s full name:

Street address: City: State: Zip: County:

Birth date: Social Security Number:

Home phone: Work phone: ext. Cell/pager: E-mail:

Property Address:

City: State: Zip: County:

Legal Description:

Zoned as: Lot size:

Certified Appraised Value: Appraiser:

Purchase Price:

Retained items:

Property Condition:

Warranty:

Yearly Taxes:

Property information:

Please disclose any defects on the property:

If the lot won’t be sold together with all fixtures and attachments to the land, describe anything to be excluded:

Water is provided to the property by , Sewer is provided by . Gas is provided by . Electricity is provided by . Other:

Does the transferor know of the existence of wetlands, shore land, or flood plain on or affecting the real property? Yes No If yes, please describe:

Does the transferor know of any hazardous substances or petroleum products having been placed, stored, or released from or on the real property by any person in violation of any law, nor of any underground storage tanks having been located on the real property at any time? Yes No If yes, please describe:

Costs are to be paid as follows:

Purchase Price $

Earnest Money $

New Loan $

Assumption of Loan $

Seller Financing $

Cash at Closing $

Total $

Terms of payment are to be:

CASH SALE: This contract is not contingent on financing.

OWNER FINANCING: Seller agrees to finance dollars of the purchase price pursuant to a promissory note from Buyer to Seller of $ , bearing % interest per annum, payable over a term of years with even monthly payments, secured by a deed of trust or mortgage lien with the first payment to begin on the day of , 20 .

NEW LOAN OR ASSUMPTION: This contract is contingent on Buyer obtaining financing.

Title shall be conveyed to Buyer, if more than one as joint tenants with rights of survivorship, tenants in common, other

Closing Costs

Item	Buyer	Seller	Both*
Attorney Fees
Title Insurance
Title Abstract or Certificate
Recording Fees
Appraisal
Survey
If contingent on rezoning, cost and expenses of rezoning
Other:
All other closing costs

* 50/50 between buyer and seller.

The closing of the sale will be on or before:

Mortgage company: Mortgage contact name and phone number:

May this contract be assigned? Yes No

If yes, by transferee and/or transferor

Limitations on assignment, if any:

Transferee Signature:

Date:

Transferor Signature:

Date:

What the Real Estate Residential Lot Contract Questionnaire Is

The Real Estate Residential Lot Contract Questionnaire is a standardized form used to gather factual details and disclosures necessary to draft a residential lot purchase or sale contract. It collects property identifiers, parcel and survey data, title or deed history, built-improvement and setback details, utility and easement information, seller representations, and known defects. Agents, attorneys, title companies, and underwriters use the completed questionnaire to populate contract exhibits, disclosures, and to support due diligence and title review before closing.

Why a Complete Questionnaire Matters for Lot Transactions

A complete, accurate questionnaire reduces drafting errors, speeds title review, and clarifies seller disclosures before contract execution. It supports consistent records across agents and closing parties and helps identify issues that may affect marketability.

Who Typically Completes and Uses This Questionnaire

The questionnaire is completed by sellers, listing agents, or closing coordinators to assemble accurate contract inputs.

Listing agents preparing property disclosures and assisting sellers with factual details for the purchase agreement.
Title officers and escrow agents using responses to verify exceptions and plan title endorsements.
Buyers' representatives and surveyors reviewing easements, setbacks, and utility access before contingencies expire.

Completed questionnaires become part of the transaction file and are referenced during contract negotiation, inspection review, and closing.

Step-by-Step: Completing the Questionnaire

Follow these sequential steps to collect, verify, and deliver questionnaire data for contract drafting.

01

Gather documents: Collect deed, survey, title report, and tax records.
02

Complete fields: Enter parcel, legal description, and seller statements.
03

Verify responses: Confirm facts against deed and county records.
04

Share file: Send completed questionnaire to title and buyer counsel.

Core Sections to Include in a Professional Questionnaire

A thorough questionnaire groups information so parties can locate and verify key items quickly.

Property ID

Parcel/APN, legal description, and physical address. This section anchors searches and ensures title and tax data reference the same parcel.

Title History

Recent deed, chain of title notes, encumbrances, and mortgage status. Title exceptions and prior conveyances should be listed with instrument references.

Improvements

Existing structures, utility hookups, septic or well details, and any nonconforming improvements with dates and permits where available.

Easements & Rights

Recorded easements, rights-of-way, and access issues. Include location, purpose, and any maintenance obligations.

Seller Disclosures

Known defects, environmental concerns, boundary disputes, pending notices, and leasehold interests that may affect transfer or financing.

Signatures & Dates

Signature blocks for sellers and preparers with dates and contact details. Include notarization or witness fields if state law requires them.

How the Questionnaire Fits into the Closing Workflow

The questionnaire is a preparatory document that informs contract drafting, title review, and inspection priorities.

Data collection: Seller/agent completes and attaches supporting documents.
Title review: Title officer verifies encumbrances and exceptions.
Contract drafting: Attorney or agent uses entries to populate contract exhibits.
Closing prep: Escrow compiles questionnaire into the closing package.

Digital Workflow Settings to Use When Sharing the Form

Configure an electronic workflow to collect signatures, audit trails, and attachments in a single pass.

Field	Configuration
Signature Type	Allow typed or drawn e-signature; require signer authentication.
Attachments	Permit PDF upload for deed, survey, and title report.
Authentication	Use email + SMS code or ID verification for high-risk transactions.
Routing	Set signer order: seller → listing agent → title officer.

Technical Requirements for eSubmission and Signing

Use a platform that supports PDF/DOCX fields, audit trails, and secure signer authentication.

File formats: PDF and DOCX supported.
Integrations: Connects with MLS, title systems, CRM.
Authentication: Email, SMS, or KBA options.

Ensure the chosen provider supports HIPAA or SOC 2 requirements if handling protected data and provides retention capabilities for audit history.

Common Preparation Pitfalls to Avoid

Incomplete legal descriptions cause mismatches in title searches and may delay closing by days or weeks.
Omitting recorded easements or encumbrances leads to unexpected title exceptions and lender objections.
Using inconsistent seller names can trigger corrective affidavits, notarization re-runs, or re-execution of documents.
Failing to include surveys or permit records increases the likelihood of post-closing disputes about boundaries or improvements.

Consequences of Inaccurate or Missing Questionnaire Data

Title Delay: Closings postponed

Lender Objection: Financing may be delayed

Corrective Costs: Extra legal/notary fees

Liability Exposure: Post-closing seller claims

Insurance Issues: Coverage gaps or exceptions

Record Rework: Re-execution or affidavits required

Practical Tips for Accurate and Efficient Completion

Adopt consistent procedures to reduce rework and preserve vendor and title reviewer time.

Standardize forms

Use a single questionnaire template across listings so agents and sellers provide the same data in the same locations.

Attach supporting docs

Always upload deed, current survey, and recent title report to avoid follow-up requests and speed underwriting.

Verify identity

Match seller name to government ID and title records; require notarization or secure e-authentication where appropriate.

Use electronic workflows

Collect signatures, attachments, and audit trails electronically to centralize records and shorten turnaround times.

Real-World Examples of Questionnaire Use

These brief case arcs show how the questionnaire informs real estate workflows and closing efficiency.

Martin Properties — Tim Martin

Local broker standardized the intake process to reduce back-and-forth with title.

Faster document collection reduced manual corrections.
"I can process and execute all of these documents online with 100% compliance and built-in security. Whether on mobile or working offline, I can get forms back to their necessary parties efficiently."

Optica Ventures — Brian Fitzgibbons

Investment manager used questionnaires to produce consistent exhibits for multiple lot acquisitions.

Consistent data enabled faster underwriting.
"The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers."

Who Signs and Approves the Questionnaire

Listing Agent

The listing agent typically prepares the questionnaire with the seller, confirms factual answers, and submits supporting documents. They remain the primary contact for clarifications and will route the final package to title and buyer representatives.

Seller / Signer

The seller signs and dates the seller representation section. If ownership is held by an entity, an authorized officer or manager with documented signing authority must sign.

Typical Timelines and Response Expectations

Common timeframes for questionnaire completion and downstream review help set expectations across parties.

Seller Response Time:

2–3 business days to return a completed questionnaire

Title Officer Review:

1–3 business days after receipt to flag exceptions

Buyer Review Period:

Concurrent with inspection contingency, commonly 7–14 days

Correction Window:

Allow 48–72 hours for clarifications or amended attachments

Closing Preparation:

Final package due to escrow 3–5 business days before closing

eSignature Providers — Pricing and Feature Snapshot

Comparison of common enterprise and SMB eSignature options to consider when collecting signed questionnaires; signNow is listed first for parity with other vendors.

	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	Yes, 7-day free trial	Yes, trial available	Yes, trial available	Yes, trial available	Yes, trial available
Bulk Send	Yes	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

FAQs: Common Questions About the Questionnaire

Answers to frequent questions on signatures, notarization, electronic submission, and common errors.

Need help? Contact support

Can the questionnaire be signed electronically?
Yes. Electronic signatures are legally enforceable under the ESIGN Act (15 U.S.C. ch. 96) and UETA in most states, provided parties consent and the record is retained in a reproducible form.
Is notarization required for the seller signature?
Notarization is often required for affidavits and some deed acknowledgements; requirements vary by state. Check state notary or recording office rules before finalizing the package.
What if the seller name differs from title?
Mismatched names commonly require corrective affidavits, supporting documentation, or re-execution by the proper owner. Verify identity early to avoid delays.
Can remote online notarization (RON) be used?
Many states permit RON with identity proofing and audio-video recording; verify state RON rules and retention requirements before relying on remote notarization.
Which supporting documents should be attached?
Attach the current deed, most recent survey, recent title report, and any permits or recorded easements cited in the questionnaire to prevent follow-up requests.
How long should parties retain the completed questionnaire?
Retain according to the longest applicable rule: at least three years for tax records (IRC §6501(a)), seven years for many real estate matters, and six years for HIPAA-covered records when applicable.

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