Header
Form name, unique ID, and transaction reference so the record links to the purchase file and title/escrow number for accurate indexing.
The RTA Form centralizes instructions and consent for discrete actions — for example, repair authorizations, release of funds, or tenant move-in approvals — reducing ambiguity and supporting clear next steps. Using a consistent form improves auditability and makes it easier to apply retained records, dispute resolution, and regulatory review under ESIGN and state law.
Different participants prepare or sign the RTA Form depending on the transaction stage; the three bullets below show the most common users.
Each user group has different accuracy and retention obligations; ensure the person completing the form has authority and that supporting documents are attached.
Form name, unique ID, and transaction reference so the record links to the purchase file and title/escrow number for accurate indexing.
Full legal names, contact details, and roles (buyer, seller, agent, lender, escrow). Include mailing address and email for notices.
Street address, legal description or parcel number, and unit or lot identifiers to avoid misdirected actions in multi-parcel transactions.
Clear, specific instruction (for example 'release funds for escrow item #3' or 'authorize HVAC repair $1,250') with acceptance criteria if applicable.
Effective date, due date for completion, and any cure periods or contingency expiration dates that affect obligations.
Signature blocks, signer names and titles, and chosen authentication method (email link, SMS code, RON notarization) with date/time.
| Field | Configuration |
|---|---|
| Signer Order | Set sequential or parallel signing order |
| Authentication | Email + optional SMS code or KBA |
| Notifications | Enable reminders and completed notifications |
| Attachments | Require supporting documents for submission |
Choose a signing platform that supports required authentication, audit trails, and integrations with title and practice management systems.
Date entered on form; obligations start
Set specific days for acceptance or cure
Align with escrow funding or closing date
Record instrument by county deadline if needed
File executed copy in transaction record
Founder Tim Martin used an online RTA form for remote repair approvals and closings to speed execution.
COO Brian Fitzgibbons standardized an RTA template across agents to reduce variability.
| 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 by plan | Varies by plan | Varies by plan |