Is an electronic signature valid?

Yes. Electronic signatures meeting ESIGN (15 U.S.C. ch. 96) and applicable state UETA standards satisfy contract-signature requirements provided intent, consent, attribution, and reproducible record retention are met.

Do I need a notary for this statement?

Generally no for most service agreements, but certain conveyance-related documents or state-specific instruments may require notarization; verify local law and consider notarizing when signatures affect title or third-party records.

How should I authenticate signers?

Use email plus SMS code or ID credential analysis for higher-risk transactions. Record authentication method in the audit trail to support later challenges to signer identity.

What if a signer changes contact info mid-process?

Void the outstanding signing link, update the recipient record, and reissue the document to ensure attribution and maintain an accurate audit trail.

How long must I keep the signed file?

Retain signed Statements according to relevant standards: IRS records three years (IRC §6501(a)), HIPAA six years (45 CFR §164.530(j)), and longer where state or industry rules require it.

Can I amend the Statement after execution?

Yes, but amendments should be executed by all parties and appended to the original. Record both the amendment and the prior version to preserve history and consent evidence.

Electronic Signature
Templates
Real estate
Real Estate Statement of Services

Real Estate Statement of Services

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

REAL ESTATE STATEMENT OF SERVICES

This Statement of Services ("Statement") is entered into by and between Client Name: and Brokerage Name: . Effective Date: .

Property Identification

Property Address Parcel / APN Legal Description

Scope of Services

The Brokerage agrees to provide the following services in connection with marketing, offering for sale, and facilitating the transfer of the Property. The Brokerage shall perform these services in a professional manner and in compliance with applicable law.

Marketing and Listing Services (check all that apply)

MLS listing and syndication

Professional photography and virtual tour

Staging coordination

Open houses and broker previews

Digital advertising and targeted campaigns

For-sale signage and lockbox placement

Print advertising and brochures

Coordination of showings and feedback reports

Marketing Budget / Authorized Expenses

Compensation, Fees, and Expenses

Client agrees to compensate the Brokerage as set forth below. Compensation is earned in accordance with the terms stated and is payable as described.

Commission (select applicable and specify)

Percentage Commission: % of gross sale price.

Or Flat Fee:

Commission payable: at closing upon mutual acceptance of an offer other:

Advance / Retainer (if any)

Term, Exclusivity, and Performance

Term Commencement Date: Term Expiration Date:

Exclusive Right to Sell: Yes No If exclusive, exclusivity period (days):

Client Duties and Authorizations

Client authorizes Brokerage to: place signage on the Property , place a lockbox , schedule showings , and hire service providers where authorized by Client .

Special Instructions / Client Obligations

Disclosures and Known Conditions

Lead-Based Paint: Known to exist? Yes No

Mold or Water Intrusion: Known to exist? Yes No

If Yes to any disclosure, describe known conditions

Payments for Third-Party Services

Client agrees that costs for third-party services (title, escrow, inspections, repairs, staging) will be paid by: Additional payment terms or caps:

Termination; Default; Remedies

Either party may terminate this Statement upon written notice if the other party materially breaches any obligation and fails to cure the breach within ten (10) days following receipt of written notice. If Client terminates without cause during an exclusive term, Brokerage shall be entitled to commission or liquidated damages as provided by law and this Statement if termination results in sale to a procuring cause buyer.

Confidentiality; Use of Information

Brokerage will maintain confidentiality of Client-provided non-public information, except as necessary to market the Property, comply with law, cooperate with cooperating brokers, or perform obligations under this Statement. Client authorizes Brokerage to use photographs and marketing materials of the Property in listing and advertising.

Governing Law; Entire Agreement

This Statement shall be governed by the laws of the state where the Property is located. This Statement constitutes the entire agreement between the parties with respect to the subject matter and supersedes all prior agreements and understandings, whether written or oral.

Brokerage Contact Information

Broker / Agent Name Brokerage Address Phone Email

Acknowledgment

By signing below, Client and Brokerage acknowledge that they have read and understand this Statement, that Brokerage's duties and Client's obligations are set forth herein, and that any representations made are true to the best of the signatory's knowledge. Client certifies that the information provided in this Statement is accurate and complete.

Client Printed Name:

By:

Date:

Brokerage Printed Name:

By:

Date:

What the Real Estate Statement of Services Is

A Real Estate Statement of Services is a written document that describes the scope, fees, and terms under which a broker, agent, property manager, or service provider will perform real-estate-related tasks for an owner, seller, buyer, or tenant. It typically lists specific services (marketing, leasing, property management, transaction coordination), start and end dates, compensation or fee structure, performance milestones, exclusions, and signature blocks. The document clarifies expectations, reduces disputes, and creates an auditable record that can be retained with transaction files for regulatory or tax purposes.

Why a Clear Statement of Services Matters

A precise Statement of Services aligns expectations between parties, documents agreed fees and deliverables, and provides evidence of mutual consent that supports enforceability under ESIGN and UETA when signed electronically.

Who Typically Prepares and Signs This Document

The Statement is used by brokers, property managers, landlords, sellers, buyers, and service vendors in residential and commercial real estate transactions.

Licensed brokers and agents who list or manage properties and need written service and fee disclosure.
Property managers and vendors hired for maintenance, leasing, or facilities services under recurring or project contracts.
Owners and investors who require a written record of delegated duties and billing arrangements.

Different parties rely on the document for onboarding, fee disclosure, vendor engagement, and recordkeeping; versions vary by role and transaction complexity.

Step-by-Step: Prepare and Execute the Statement

Follow these practical steps to draft, review, and complete a compliant Statement of Services for a real estate matter.

01

Draft: Assemble property details, scope, fees, and term.
02

Review: Confirm fee math, exclusions, and applicable state disclosures.
03

Sign: Obtain signatures from all authorized parties, in order.
04

Distribute: Send executed copies to parties and retain originals.

Where to Send or File the Completed Statement

Routing depends on the transaction type; the following steps summarize common destinations and next actions after execution.

Client Copies: Provide PDF copies to each signer for their records.
Brokerage File: Store signed document in the broker or property manager transaction file.
Accounting: Deliver billing terms to accounts payable/receivable for invoicing.
Title/Escrow: Share with title or escrow when service fees affect closing or disbursement.

Typical Digital Workflow Settings for Online Completion

Configure these settings when you digitize the Statement to ensure consistent routing, authentication, and recordkeeping.

Field	Configuration
Routing Order	Sequential signer order or parallel routing
Authentication	Email link, SMS code, or ID verification
Templates	Use reusable template for standard clauses
Notifications	Reminders, completion notices, and audit trail emails

Delivery Methods and Technical Considerations

Choose delivery channels and file formats based on signer access and compliance needs.

Email: Common; includes signed PDF and audit certificate.
Secure Link: Provides temporary access and improved control.
Integration: Supports CRM and cloud storage via standard connectors.

Typical Timelines and Processing Expectations

Deadlines vary by transaction; use clearly defined time windows in the Statement to avoid ambiguity and missed obligations.

Review Period:

Allow 3–7 business days for internal approvals.

Acceptance Window:

Specify how long an offer or fee proposal remains valid, commonly 7–14 days.

Notice Periods:

State required notices (e.g., termination) and associated timeframes.

Billing Cycle:

Confirm invoice frequency and payment due dates.

Record Retention Action:

Document archiving steps after closing or contract end.

Common Mistakes to Avoid When Preparing the Statement

Using vague service descriptions such as 'assist as needed' instead of enumerating tasks creates disputes over scope and payment.
Failing to specify who pays third-party expenses or how reimbursements are approved leads to billing disagreements.
Omitting an effective date, termination clause, or renewal mechanics can extend obligations unintentionally and complicate audits.
Allowing unsigned or partially signed copies into files without a completion certificate undermines enforceability and hampers record retention.

Consequences of Errors or Missing Information

Unenforceable Terms: Ambiguous language may void fee claims.

Delayed Payment: Missing billing details postpone invoicing.

Regulatory Exposure: Noncompliance with disclosure rules risks sanctions.

Title/Escrow Issues: Incorrect instructions can delay closings.

Privacy Breach: Improper handling of PII triggers liability.

Record Gaps: Incomplete files complicate audits and disputes.

Real-World Examples of Statements in Use

Two concise examples show how Statements clarify roles and speed transaction processing in practice.

Broker Listing Agreement Example

A residential broker listed a home and specified marketing, open-house duties, and a 6% commission split

The document required owner initials for paid advertising line items
The clear fee schedule prevented a post-closing commission dispute and was included in the closing package for title review.

Property Management Engagement

An investor signed a property management Statement defining tenant placement, maintenance thresholds, and a 10% management fee

The agreement required preapproval for repairs over $500
Defined thresholds and reporting cadence reduced billing disagreements and simplified monthly owner distributions.

Practical Tips for Accurate, Efficient Statements

Adopt these practices to reduce errors, speed approvals, and improve enforceability.

Use clear, plain language

Draft scope and fee provisions in unambiguous, measurable terms to avoid later disputes and ensure consistent interpretation.

Require complete signer identity

Collect printed names, titles, and authorized signer evidence to confirm authority and support enforcement.

Include audit-capable signatures

Use an eSignature solution that produces a timestamped audit trail and tamper-evident PDF for retention.

Keep version control

Mark drafts clearly and archive executed versions immediately to prevent reliance on superseded terms.

FAQs and Troubleshooting for Common Issues

Answers to routine questions about validity, signatures, notarization, and recordkeeping for Real Estate Statements of Services.

Need help? Contact support

Is an electronic signature valid?
Yes. Electronic signatures meeting ESIGN (15 U.S.C. ch. 96) and applicable state UETA standards satisfy contract-signature requirements provided intent, consent, attribution, and reproducible record retention are met.
Do I need a notary for this statement?
Generally no for most service agreements, but certain conveyance-related documents or state-specific instruments may require notarization; verify local law and consider notarizing when signatures affect title or third-party records.
How should I authenticate signers?
Use email plus SMS code or ID credential analysis for higher-risk transactions. Record authentication method in the audit trail to support later challenges to signer identity.
What if a signer changes contact info mid-process?
Void the outstanding signing link, update the recipient record, and reissue the document to ensure attribution and maintain an accurate audit trail.
How long must I keep the signed file?
Retain signed Statements according to relevant standards: IRS records three years (IRC §6501(a)), HIPAA six years (45 CFR §164.530(j)), and longer where state or industry rules require it.
Can I amend the Statement after execution?
Yes, but amendments should be executed by all parties and appended to the original. Record both the amendment and the prior version to preserve history and consent evidence.

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