Parties
Full legal names for all buyers, sellers, lessors, and agents; include entity type for businesses and authorized signer names to avoid identity mismatches at closing.
A clear template reduces errors, standardizes disclosures, and speeds review and closing by collecting required data in one place.
Typical users include agents, closing coordinators, property managers, and attorneys who need a consistent form for offers, lease terms, or closing documentation.
Organizations adapt the template to their role: brokers and managers focus on disclosures and deposits, attorneys focus on enforceability and contingencies.
A licensed broker or agent who enters property details, seller instructions, and initial disclosure attachments; responsible for accurate property descriptions and the seller-signed signature block during execution and closing coordination.
The purchaser or their representative who completes buyer-specific fields, financing and inspection contingencies, deposit instructions, and signs the buyer execution block prior to escrow or title company acceptance.
Full legal names for all buyers, sellers, lessors, and agents; include entity type for businesses and authorized signer names to avoid identity mismatches at closing.
Street address and legal description or parcel number; avoid informal descriptions—use the exact wording recorded in county records when available.
Clear purchase price, earnest money amount, payment instructions, and any seller credits or concessions so escrow and lender reviews align with the agreement.
Inspection, financing, appraisal, title review, and insurance contingencies with specific cure or removal deadlines in MM/DD/YYYY format.
Proposed closing date, location (escrow/title company), deed type, prorations, and recordation instructions to ensure timely recording and funding.
Clearly labeled signature blocks for each party, signature date fields, optional witness lines, and notary acknowledgment when state law or recording requires notarized deeds.
| Field | Configuration |
|---|---|
| Signer Order | Sequential or parallel routing based on transaction needs |
| Authentication | Email or SMS code; KBA for higher assurance |
| Reminders | Automatic reminders at set intervals until signed |
| Storage | Save signed PDF to cloud storage or CRM |
Ensure your platform supports common integrations and file types used by title and escrow partners.
Export a PDF/A archival copy for long-term retention; most recording offices accept standard PDFs but keep a PDF/A for compliance.
Provide an editable DOCX for internal review or redline workflows, then convert to a final signed PDF for recordation.
Create a flattened signed PDF to prevent further edits when submitting to title or escrow for closing files.
Export field data as CSV or XML to integrate with closing checklists, CRMs, or accounting systems.
Specify date and time for inspection contingency removal or cure.
State the last date to satisfy mortgage approval conditions.
Set date for funding, deed delivery, and possession transfer.
Note expected recordation timeframe to coordinate post-closing steps.
Include when earnest money must be deposited into escrow.
Buyer and seller sign agreement; earnest money instruction follows.
Inspections completed and deficiency notices issued or removed.
Lender issues approval and satisfies financing contingencies.
Funds transferred, deed signed, and instrument recorded at county office.
| Criteria | Electronic Signature | Digital Signature |
|---|---|---|
| Definition | any electronic sign | cryptographic pki-based sign |
| Legal Status | accepted under esign/ueta | accepted; stronger non-repudiation |
| Use Case | most contracts and disclosures | high-assurance regulatory needs |
| Implementation | lower complexity | higher complexity |
| 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 plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes; available on Premium plan | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
Tim Martin used online execution to process leasing and purchase documents quickly
Optica's COO highlighted user-friendly interfaces for customers