Milestone list
Ordered itemization of inspections, financing, title approval, and closing with precise dates and times.
A structured schedule reduces ambiguity among parties, coordinates lender and title deadlines, and documents timing for deposits, inspections, and closing. Accurate schedules support enforceability and help avoid costlier delays or disputes.
The Sale Schedule is completed and used by several transaction participants depending on role and responsibility.
Each participant should confirm their own milestone entries and retain a signed copy for the transaction record.
| Field | Configuration |
|---|---|
| Signature fields | Place signature, initial, and date fields for each party. |
| Order | Set signer sequence when approvals must be stepwise. |
| Conditional items | Show or hide fields based on contingencies or financing status. |
| Notifications | Enable email or SMS reminders for upcoming deadlines. |
Verify platform capabilities before eSigning: authentication strength, audit trail, storage, and integrations.
Ensure chosen platform meets legal and business requirements for identity verification, document retention, and integration with title or CRM systems.
Ordered itemization of inspections, financing, title approval, and closing with precise dates and times.
Clear assignment of who must deliver documents or perform actions for each milestone.
Specific documents or approvals required (e.g., HOA estoppel, payoff statement, insurance certificate).
Deposit amounts, escrow disbursement timing, and any prorations or credits.
Condition descriptions and cure periods for inspection, financing, or appraisal issues.
Signature block for all parties with date and witness/notary lines as required.
Include completion and cure deadlines for repairs or objections.
Deadline for loan approval or buyer termination rights.
Date by which title issues must be resolved.
Scheduled date for funding, signing, and deed recording.
Date for final settlement statements and prorations.
Earnest money deposit and execution of purchase agreement.
Inspection, title review, and disclosures completed.
Lender issues clear-to-close and conditions are satisfied.
Funds transferred, deed recorded, and keys released.
| 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 (Business Premium+) | 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 |
A midsize brokerage standardized schedules for all closings to cut coordination time.
A real estate investor attached schedules to each pick-up contract to align funding.