Parties
Identify each party with legal names and capacity (buyer, seller, lender, title insurer). Include contact details and specify which party is waiving the survey requirement and under what authority.
A Real Estate Survey Waiver reduces transaction delays and costs when a new survey is unnecessary, clarifies risk allocation between parties, and allows closings to proceed using existing survey data or alternative due diligence. It preserves written consent and documents any exceptions or conditions.
Typical users include lenders, buyers, title companies, surveyors, and closing agents evaluating whether a new survey is required.
When used properly, the waiver documents consent, clarifies liability, and becomes part of the closing package and title file.
Identify each party with legal names and capacity (buyer, seller, lender, title insurer). Include contact details and specify which party is waiving the survey requirement and under what authority.
Provide full legal description, street address, parcel or tax ID, and reference to any prior survey (date, recorder's instrument number). Precise description avoids ambiguity in title records and underwriting.
Specify the waived survey type (boundary, ALTA/NSPS, mortgage inspection) and state whether improvements, encroachments, easements, or boundary disputes are excluded from the waiver and note whether survey exceptions apply under title policy.
Enter the effective date in MM/DD/YYYY format; this date governs when waiver obligations take effect and can affect title insurance requirements, statute of limitations, and closing timelines.
List any exceptions, conditional limitations, required inspections, or remedial actions. Clear exceptions protect underwriters and allocate risk if a future survey reveals encroachments or unrecorded easements.
Include signature lines, printed names, titles, and dates for each signing party. Note whether notarization or witnesses are required and preserve a copy for closing and for title insurance records.
| Field | Configuration |
|---|---|
| Signers and Order | Specify signer roles and sequential routing. |
| Authentication Level | Use email, SMS code, or KBA as required. |
| Required Fields | Mark parties, property, effective date, and exceptions required. |
| Storage & Access | Send final PDF to title folder and retain audit trail. |
Common platform requirements include PDF support, audit trails, and secure storage compatible with title company systems.
Confirm underwriter acceptance at least 5 business days before closing.
Waiver effective date must precede or equal closing date.
Allow seven to ten business days for title company review.
Adhere to lender-specified cutoff for survey waivers, often two weeks.
Retain executed waiver with closing package and title file.
Party requests waiver and provides supporting survey documents.
Title underwriter confirms acceptability or lists required exceptions.
Lender reviews waiver and either approves or conditions funding.
Parties sign, notarize if required, and archive with closing papers.