Parties
Identify the contracting parties with full legal names, business type if applicable, and contact details so attribution and service of notices are unambiguous.
A clear Real Estate Survey Agreement reduces boundary disputes, supports title insurance and lender requirements, defines expectations for scope and timing, and allocates liability for errors. It protects both owner and surveyor by documenting access rights, assumptions, and who pays for additional services such as stakeouts, easement research, or additional monumentation.
This agreement is used by several parties involved in property transactions and asset management.
Clear role definitions in the agreement help avoid delays, ensure proper sign-offs, and document responsibilities when issues arise.
Identify the contracting parties with full legal names, business type if applicable, and contact details so attribution and service of notices are unambiguous.
Provide the complete legal description, street address, parcel/lot number, and county to ensure the survey covers the correct parcel without ambiguity.
Define the survey type (boundary, ALTA/NSPS, topographic), tasks (record research, monumentation, stakeout), and any exclusions or assumed limits.
List formats and copies (digital PDF, CAD, stamped mylar), required certifications, scale, legend, and whether an electronic sealed file or original signed mylar is needed.
State milestones, payment schedule, additional charge rates (hourly, travel), and conditions for scope changes that trigger extra fees.
Include surveyor certifications, standard of care, indemnity limits, third‑party reliance clauses, and dispute resolution provisions.
| Field | Configuration |
|---|---|
| Auto-fill Address | Enable address recognition to reduce manual entry errors. |
| Conditional Scope | Show additional scope fields only when specific survey types are chosen. |
| Signer Order | Set signer sequence: owner → surveyor → title/lender as needed. |
| Audit Trail | Require platform capture of IP, timestamps, and actions for each signer. |
Choose platforms and file formats that preserve scale, seals, and metadata for legal and title use.
Ensure chosen tools retain audit trails, enable tamper-evident signed PDFs, and meet any industry compliance such as HIPAA where applicable.
Order surveys at least 2–4 weeks before contract contingencies or closing to allow fieldwork and review.
Boundary or topo surveys often take 1–3 weeks; ALTA/NSPS surveys may require 2–6 weeks.
If remote notarization is used, schedule the session nearer to signing but allow time for recorded audio/video retention.
Recording times vary: some counties process same day, others take weeks—check local recorder timelines.
Allow time for review cycles: client and title company review and request clarifications within 3–7 business days.
A licensed professional land surveyor or an authorized representative signs on behalf of the surveying firm. Include the license number and state of licensure; this affirms professional responsibility and enables the surveyor to provide stamped, certifiable deliverables.
The property owner or someone with written authorization (attorney-in-fact, corporate officer, trustee) must sign. If signed by an agent, attach proof of authority such as a power of attorney or corporate resolution.
Complete all fields and confirm legal description before signing.
Verify signer identity with acceptable ID or credential analysis.
Where required, witnesses sign and provide contact details for notarization.
Notary completes acknowledgment and affixes seal per state rules.
If remote notarization used, record session and retain per state rules.
Submit plat or instrument to county recorder if recording is required.
Obtain recorded instrument number or confirmation and distribute.
Send stamped final plat and recorded instrument to stakeholders.
| 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 | 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 limit | Varies | Varies | Varies |