Parties
List full legal names and capacities for buyer, seller, lender, and any trustee or corporate entity. Specify signing authority and contact details for each party in case of follow-up.
A consistent checklist reduces errors, clarifies responsibilities, and shortens time-to-close by ensuring all documents and approvals are collected in the correct order.
The checklist is used by multiple parties across a real estate deal to coordinate tasks and confirm document completeness.
Use the checklist as a shared, versioned record so each party can confirm completion and preserve an audit-ready trail.
| Field | Configuration |
|---|---|
| Owner Assignment | Assign party or role with contact details. |
| Deadline | Set date and automated reminders. |
| Required Attachments | Specify PDF/DOCX, scanned deed, or lender approval. |
| Verification Rule | Require checkbox confirmation or third-party upload. |
Choose a platform that supports PDF/DOCX, audit trails, and integrations with title and loan systems.
Confirm the vendor meets industry compliance needs and supports exportable audit trails and long-term archival formats before sending legal documents for signature.
| 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 | Varies | Varies | Varies |
List full legal names and capacities for buyer, seller, lender, and any trustee or corporate entity. Specify signing authority and contact details for each party in case of follow-up.
Include full legal description, street address, parcel number, and any included personal property. Accurate property identification prevents recording rejections and title mismatches.
Record purchase price, earnest money amount, financing terms, prorations, and adjustments. Note who pays transfer taxes, title fees, and closing costs.
Track inspection, appraisal, financing, title objections, and seller repairs. Record deadlines for removal or extension and the responsible party for each contingency.
List final documents required at closing: deed, HUD/ALTA statement, title policy, tax certificates, payoff statements, insurance binder, and release of contingencies.
Specify which signatures require notarization or witnesses, acceptable notarization methods (in-person or RON), and any special attestations or corporate resolutions.
Typically 7–14 days from contract acceptance; varies by agreement
Set according to lender commitment letter; often 21–45 days
Request title commitment within 7–14 days to reveal liens or exceptions
Exact date when funds are disbursed and deed is recorded
File deed and mortgage on or immediately after closing to protect priority
Contract becomes effective and contingency clocks begin.
Lender and title search identify conditions to clear before closing.
Signatures obtained, funds collected, and closing packages finalized.
Deed recorded and final documents delivered to parties and lenders.
Tim Martin streamlined online closings for his firm using a standardized checklist and e-signatures.
Optica used a shared checklist to coordinate investors, title, and counsel for multiple deals.