Grantor/Grantee
Full legal names and entity types for each party. Include contact address and, for entities, a jurisdiction of formation and authorized signer details to prevent invalid conveyance claims.
A correctly completed transfer form creates an official chain of title and enables recording, tax updates, and lender notice; it reduces disputes and eases future transfers.
Multiple parties interact with a transfer form during a transaction: preparers, signers, and recorders.
Roles can overlap: attorneys draft, escrow coordinates signatures, and notaries authenticate execution where required.
The person or entity transferring title. Must use exact legal name as on title and identification; signatures must match recorded ownership to avoid rejection or delay in title transfer.
A licensed title or escrow officer who verifies chain of title, prepares the transfer form, orders title insurance, and assists with recording to ensure the transaction is properly indexed in public records.
Full legal names and entity types for each party. Include contact address and, for entities, a jurisdiction of formation and authorized signer details to prevent invalid conveyance claims.
The precise metes-and-bounds or lot/parcel description used in title records; short street addresses are insufficient for recording purposes and can cause rejections or title defects.
Stated dollar amount or recitation of nominal consideration when appropriate. Accurate consideration ties to transfer tax determinations and can affect exemptions.
Signature blocks for each grantor with printed name and date. Dates determine effective transfer timing and can affect recording priority against other claims.
Notary block or jurat as required by state law. Some states also require witness signatures; missing notarization commonly causes recording rejections.
County recorder name, return-to address, and any requested recording/exhibit stamping instructions to ensure the recorded instrument is delivered to the correct party.
| Upload Document | Start with a clean, final PDF matching title company template. |
|---|---|
| Assign Roles | Designate grantor, grantee, and closing agent as signer roles. |
| Set Authentication | Use email plus SMS or knowledge-based auth for higher assurance. |
| Add Notary Field | Include notary acknowledgment and date fields if executing electronically. |
| Attach Exhibits | Upload title report, escrow instructions, and any affidavits. |
Ensure the platform supports required file formats, strong authentication, and a tamper-evident audit trail before e-signing a transfer form.
Confirm the chosen provider meets legal and recording-provider requirements and preserves an immutable audit trail for the signed instrument.
Date when parties sign; determines effective ownership date in many disputes.
Signatures must occur in notary presence; some states require contemporaneous notarization same day.
Processing can take from same day to several weeks depending on backlog and e-recording support.
Local assessor updates may lag weeks to months after recorded deed.
Title company issues final policy after recording and clearing post-closing conditions.
Ensure legal description and parties are correct before any signatures.
Notary confirms signer identity using acceptable ID and any remote identity proofing if RON is used.
Grantor signs the deed in the notary's presence or via an approved RON session.
If state requires witnesses, they must sign in the required order and presence.
Notary completes the certificate, adds seal, and records journal entry if required.
Record of session including ID method, notary name, and time; retain per state law.
Request certified copy if lender or title company requires it for file retention.
Submit original signed instrument with fees to the county recorder or approved e-recording vendor.
A current title search or preliminary report confirms chain of title and reveals liens or encumbrances that must be resolved before recording.
Provide current property tax receipts or prorations; unpaid taxes can delay recording and affect transfer tax calculations.
Include government-issued identification or entity formation documents for corporate grantors to confirm legal authority to convey.
A recent survey clarifies boundaries and easements; useful when legal descriptions are ambiguous or when lender requirements demand it.
| 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 by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |