Parties
Full legal names of seller(s) and brokerage, including brokerage license number and responsible agent.
A sole mandate clarifies who represents the seller, centralizes negotiations, and defines commission entitlement during the exclusivity term. It reduces agent overlap, focuses marketing efforts, and provides a clear dispute-resolution baseline if offers or compensation questions arise.
These parties commonly exchange the signed mandate before active marketing begins to confirm authority and payment terms.
Full legal names of seller(s) and brokerage, including brokerage license number and responsible agent.
Street address and full legal description or parcel number; avoid shorthand to prevent mismatches with title records.
Clear start and end dates for the sole mandate and whether renewals or automatic extensions apply.
Commission rate or split, payable events, and how commission is calculated if sale closes after term.
Marketing responsibilities, MLS listing requirements, showing access terms, and seller cooperation obligations.
Grounds for early termination, notice procedures, and return of property keys or documents.
| Template name and storage | Save a standardized mandate template in a secure document library. |
|---|---|
| Recipient roles | Assign roles: Seller (signer), Broker (copier), Manager (review). |
| Authentication method | Choose email link, SMS code, or stronger ID verification as needed. |
| Automatic reminders | Enable reminders for unsigned parties at set intervals. |
| Retention policy | Apply folder-level retention consistent with brokerage records policy. |
Ensure chosen tools capture an audit trail (timestamps, IP, actions) and retain a reproducible record to satisfy ESIGN/UETA requirements for enforceability.
| 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 | Varies | Varies | Varies |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Date when the mandate starts; use MM/DD/YYYY
Typical 90–180 days; state or brokerage may vary
Specify how to renew and required advance notice
State required method and number of days for early termination
Define trigger event (closing, settlement) for payment
Signed by all parties; starts exclusivity term.
Agent lists property and begins active promotion.
Offers received and negotiated under broker direction.
Sale closes and commission is paid per agreement.
The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers.
The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers.