Party identification
Clear legal names and contact details for buyer(s), seller(s), real estate agents, lender, and title/escrow officer to avoid identity confusion and ensure correct routing.
A completed Real Estate Selections Final documents decisions that affect settlement costs, title handling, and post-closing responsibilities, reducing disputes and delays at closing while preserving a clear audit trail for all parties.
The Real Estate Selections Final is completed by parties who manage or influence closing logistics; the list below shows common participants.
Each signer should confirm entries are accurate before execution since incorrect selections can alter settlement figures and legal responsibilities.
Clear legal names and contact details for buyer(s), seller(s), real estate agents, lender, and title/escrow officer to avoid identity confusion and ensure correct routing.
Designated title company and escrow agent with contact and account details, plus instructions for how escrow funds are to be handled at closing and disbursement.
Loan product selection, lender contact, payoff instructions for existing liens, and any lender-required pre-closing conditions that affect funding timelines.
Confirmed closing date, time, and location plus possession and key delivery instructions so settlement parties coordinate accurately.
Allocation of property taxes, HOA dues, utilities, and standard closing costs, including which party pays specific line items and any credits or concessions.
Signature blocks for all required signers and fields noting notarization, witness, or RON requirements depending on jurisdiction and document type.
| Field | Configuration |
|---|---|
| Required fields | Mark party names, property, and signature as mandatory |
| Signer order | Set sequential or parallel signing based on lender and escrow needs |
| Authentication | Use email link or SMS code; consider stronger ID where required |
| Audit trail | Enable timestamp, IP, and action log retention |
Choose delivery methods and set platform requirements consistent with your compliance needs and integrations.
Ensure the chosen platform supports required integrations (Salesforce, Microsoft 365, NetSuite, Google Workspace) and security standards for your industry.
Align the closing date with contractual contingencies and financing deadlines.
Use the stated closing date to calculate tax and utility prorations accurately.
Allow time for county recording; some counties batch recordings weekly.
Lenders often require fully executed documents 1–3 business days before funding.
Schedule notary or RON session within the execution window required by title or lender.
| Criteria | Selections Final | Purchase Contract |
|---|---|---|
| Primary purpose | log closing choices | define purchase terms |
| Binding obligations | operational instructions | contractual obligations |
| Timing | pre-closing adjustments | contract execution |
| Typical signers | buyers, sellers, escrow | buyers, sellers |
| 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 trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| 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 | Varies | Varies |
Tim Martin used a digital selections final to centralize closing choices and signatures
Brian Fitzgibbons standardized selection entries across portfolio deals