Can the diagram be signed electronically?

Yes. Electronic signatures satisfy ESIGN and UETA where allowed if the record shows intent to sign, consent to transact electronically, clear attribution, and durable record retention (15 U.S.C. §7001). Ensure consumer-facing disclosures where required.

Do selections need notarization or witnesses?

Generally selections attached to deeds follow state rules; most states require notary acknowledgement for deed instruments. Witness requirements for related documents vary by state — check local recording rules or consult counsel.

What if a buyer wants to change a selection after signing?

Treat changes as an amendment or change order: document the modification, obtain signatures from required parties, and update any settlement statements. Retain both versions to maintain a clear audit trail.

Are there documents that cannot be e-signed?

Certain instruments remain excluded from ESIGN in many contexts, such as wills, codicils, and some court orders. Verify whether your specific instrument falls under ESIGN exceptions before relying on e-signatures.

How long must executed diagrams be retained?

Retain executed diagrams for the contract term plus at least three years; longer retention may apply for tax, HIPAA, or state-specific requirements (e.g., 45 CFR §164.530(j) for HIPAA records).

What authentication level is recommended?

Use email plus SMS code or platform two-factor authentication for most transactions; increase identity proofing (KBA or credential analysis) for high-value selections or when required by state notary/RON rules.

Electronic Signature
Templates
Real estate
Real Estate Selections Diagram

Real Estate Selections Diagram

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

REAL ESTATE SELECTIONS DIAGRAM

Property Address: APN/Parcel Number:

Closing Date (as defined in Purchase Agreement): Possession Date:

PARTIES

Buyer / Purchaser - Full legal name Buyer Contact Information Seller / Builder - Full legal name Seller Contact Information

PROPERTY LEGAL DESCRIPTION

Legal Description (attach additional sheet if necessary)

SELECTIONS SUMMARY

Flooring Selection: Hardwood Carpet Tile Other If Other specify: Allowance / Upgrade Cost: $

Countertops: Granite Quartz Laminate Color / Pattern: Upgrade Cost: $

Cabinetry / Finish: Painted Stained Custom Allowance / Upgrade Cost: $

Appliances: Standard Package Premium Package Specify Upgrades: Upgrade Cost: $

Plumbing & Fixtures: Finish Allowance / Upgrade Cost: $

Lighting Package: Standard Upgraded Fixture Selection Notes: Upgrade Cost: $

Selections Diagram / Layout Notes

FINANCIAL ADJUSTMENTS & PAYMENT OBLIGATIONS

Total Upgrades and Net Adjustments (sum of upgrade costs): $

Buyer Deposit for Selections (if applicable): $ Payment Due Date:

Allowance Allocation / Credits

DEADLINES, CHANGES, AND CHANGE ORDERS

Final Selection Deadline: . Selections not submitted by the deadline may be assigned standard builder selections at Seller's discretion.

Change Order Procedure: All changes after selections deadline require a written change order executed by Buyer and Seller. Additional labor and material costs, and any sequencing delays, shall be charged to Buyer. Change order approval deadline: .

Late Selection Fee Assessed: Yes No If Yes, Fee Amount: $

DISCLOSURES

Lead-based paint disclosure applicable to properties built before 1978: Yes No

Known mold or water intrusion history: Yes No If Yes, provide description:

Prior structural or material damage disclosed: Yes No If Yes, provide description:

DEFAULT, REMEDIES, AND GOVERNING LAW

Buyer acknowledges that selection-related amounts not paid when due shall constitute an event of default under the Purchase Agreement. Seller's remedies for Buyer default shall include, without limitation, withholding installation of upgrades, imposition of late fees, offset against earnest money, and any other remedies provided in the Purchase Agreement or by law. Seller shall provide reasonable written notice of default and an opportunity to cure as required by the Purchase Agreement.

Governing Law: This Selections Diagram shall be governed by the laws of the state specified in the Purchase Agreement. The parties submit to the exclusive jurisdiction of courts with competent jurisdiction in that state for disputes arising from this document.

Entire Agreement: This Selections Diagram, together with the Purchase Agreement and any executed change orders, constitutes the entire agreement between the parties concerning the selections and supersedes prior discussions and representations with respect to selections.

CERTIFICATION AND ACCEPTANCE

By signing below, the parties certify that the selections set forth in this Selections Diagram have been reviewed and accepted. Buyer acknowledges responsibility for all upgrade costs and acknowledges that upgrades may alter scheduled completion and/or closing obligations in accordance with the Purchase Agreement. Seller acknowledges receipt of selections and the obligation to order or coordinate work consistent with selections, subject to the allowances, deadlines, and change order procedures herein.

Buyer - Printed Name:

By:

Date:

Seller / Builder - Printed Name:

By:

Date:

What the Real Estate Selections Diagram Is

The Real Estate Selections Diagram is a structured form used to record and communicate buyer or tenant selections related to a property transaction, such as finish options, allowance elections, upgrade choices, or contingency preferences. It captures party identifiers, unit or lot references, itemized selections, associated costs, and effective dates so the selections can be incorporated into contracts, change orders, or settlement statements. The diagram is used by agents, builders, title companies, and property managers to create a clear, auditable record that reduces ambiguity during closing and post-closing administration.

Why a Precise Selections Diagram Matters

A clear selections diagram reduces downstream disputes by documenting choices, prices, and deadlines in a standardized format. It supports accurate invoicing, timely inspection and installation scheduling, and a reliable record for closing and post-closing adjustments.

Who Typically Prepares and Relies on This Diagram

Accurate completion by the parties noted above helps prevent delays, incorrect billing, and disputes at closing.

Real estate agents and brokers coordinating buyer decisions, timelines, and report-back to title or builder teams.
Homebuilders and general contractors using selections to schedule finishes, order materials, and update cost allowances.
Title and closing officers reconciling selections with settlement statements to confirm buyer credits or debits.

Typical Signatories and Their Roles

Listing Agent

A licensed broker or agent who documents buyer selections on behalf of the buyer, confirms selections with the seller or builder, and provides a timestamped copy for the transaction record and title company.

Closing Officer

A title company or escrow officer who verifies that selections are incorporated into the closing statement, confirms financial adjustments, and retains the final selections diagram in the closing file.

Key Data Elements to Include

Buyer Name: Full legal name

Property ID: Address or lot number

Selection Items: Itemized choices

Price / Allowance: Amount or credit

Effective Date: MM/DD/YYYY

Signatures: Signer name + date

How to Complete a Real Estate Selections Diagram

Follow these steps to ensure selections are captured, confirmed, and routed to closing parties in an auditable sequence.

01

Identify Parties: Enter buyer, seller, agent details
02

List Selections: Itemize each option with SKU or reference
03

Record Costs: Specify allowance, upcharge, or credit
04

Sign and Date: Obtain signatures and effective date

How to Configure the Diagram for Online Use

Set up the digital workflow so each selection field, approval step, and recipient is clearly defined before sending for signatures.

Field	Configuration
Selection Fields	Make each option a separate required field
Conditional Logic	Show follow-up fields when specific options selected
Signer Order	Sequence signer steps for agent, buyer, closing officer
Authentication	Use email or SMS code for signer verification

Where to Send the Completed Diagram

A consistent routing path reduces delays: upload final diagram to the transaction file, notify title, and retain an executed copy for all parties.

Upload: Attach to transaction management system
Send to Title: Provide final copy to closing officer
Share with Builder: Deliver selections for ordering and scheduling
Archive: Store executed copy in closing file

Digital Signing and File Format Requirements

Choose a platform that supports PDF and DOCX, provides an auditable signing trail, and preserves original timestamps before recording or invoicing.

File Types: PDF and DOCX supported
Traceability: Audit trail and timestamps
Integrations: Connects to CRM and title tools

Practical Tips for Accurate, Efficient Completion

Adopt consistent naming, required fields, and version control to keep selections binding and reconcilable at closing.

Use Standard Codes

Adopt builder SKU or option codes so purchases and allowances map directly to supplier orders, reducing mis-shipments and invoice disputes.

Require Key Fields

Make buyer name, property ID, effective date, and signature mandatory to prevent incomplete diagrams from entering the closing workflow.

Capture Attribution

Record signer email, IP, and timestamp so you meet ESIGN tests for intent, consent, attribution, and retention and can defend the record if questioned.

Sync with Accounting

Integrate selections with accounting or settlement software to automate credits, debits, and change orders and reduce manual reconciliation at closing.

Common Mistakes to Avoid

Leaving required fields blank, causing delays at closing
Using ambiguous descriptions instead of SKU or model numbers
Failing to capture signer attribution and timestamps
Sending unsigned drafts instead of executed selections

Main Risks and Potential Consequences

Invalid Signature: Missing intent or attribution can invalidate selections

Missed Deadline: Late selection can forfeit upgrade availability

Recording Refusal: County recorder may reject incomplete exhibits

Dispute Costs: Remediation expenses and schedule delays

Tax Exposure: Incorrect credits can trigger IRS adjustments

I-9 / Employment: If used for employment terms, paperwork penalties apply

Comparison: eSignature Providers for Selections Diagrams

Basic pricing and envelope controls affect per-document cost and operational fit; signNow is listed first for direct comparison.

	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 (tiered)	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
Envelope Cap	No envelope cap	100 envelopes/user/year	Varies	Varies	Varies

Typical Deadlines and Timing Expectations

Realistic deadlines keep selections actionable; timelines below reflect common practice rather than statutory requirements.

Selection Window:

Typically 7–21 days from contract acceptance

Inspection / Approval:

10–14 days to confirm chosen items and samples

Change Order Cutoff:

Often 14–30 days before scheduled installation

Final Reconciliation:

Completed at or before closing date

Recordation:

Deed recording follows closing, subject to county processing times

Real-World Examples

These short examples show how teams use a selections diagram to resolve real transaction needs.

Martin Properties

Builder documented buyer upgrades online to avoid onsite rework

selection codes auto-populated into purchase orders
The builder completed deliveries on schedule and reduced change-order disputes by having an auditable electronic record linked to closing.

Optica Ventures

Broker used a standardized diagram to track tenant fit-out choices

the document recorded allowance offsets clearly
Title accepted the exhibit at closing and the tenant move-in process required fewer corrections due to consistent selection detail.

Frequently Asked Questions about the Diagram

Answers to common questions about signatures, notarization, revisions, and filing of selections diagrams.

Need help? Contact support

Can the diagram be signed electronically?
Yes. Electronic signatures satisfy ESIGN and UETA where allowed if the record shows intent to sign, consent to transact electronically, clear attribution, and durable record retention (15 U.S.C. §7001). Ensure consumer-facing disclosures where required.
Do selections need notarization or witnesses?
Generally selections attached to deeds follow state rules; most states require notary acknowledgement for deed instruments. Witness requirements for related documents vary by state — check local recording rules or consult counsel.
What if a buyer wants to change a selection after signing?
Treat changes as an amendment or change order: document the modification, obtain signatures from required parties, and update any settlement statements. Retain both versions to maintain a clear audit trail.
Are there documents that cannot be e-signed?
Certain instruments remain excluded from ESIGN in many contexts, such as wills, codicils, and some court orders. Verify whether your specific instrument falls under ESIGN exceptions before relying on e-signatures.
How long must executed diagrams be retained?
Retain executed diagrams for the contract term plus at least three years; longer retention may apply for tax, HIPAA, or state-specific requirements (e.g., 45 CFR §164.530(j) for HIPAA records).
What authentication level is recommended?
Use email plus SMS code or platform two-factor authentication for most transactions; increase identity proofing (KBA or credential analysis) for high-value selections or when required by state notary/RON rules.

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