Contact List
Primary seller/landlord, property manager, listing agent, emergency contacts, utility providers, and municipal offices with phone numbers and hours.
A concise Welcome Home packet reduces confusion after closing, centralizes required disclosures, and documents receipt of important items. It supports compliance with state disclosure regimes and preserves evidence that the buyer or tenant received key information.
Who prepares and who receives the Welcome Home packet.
Use the packet as a delivery record and client service tool; retain a copy for your transaction files.
Primary seller/landlord, property manager, listing agent, emergency contacts, utility providers, and municipal offices with phone numbers and hours.
Property address, unit number, legal description if needed, appliance manuals, and warranty expiration dates for installed systems and appliances.
State-required disclosures and lead-based paint statements summarized with a copy of the full disclosure attached for reference and file retention.
Meter readings, keys and fob counts, parking assignments, and agreed-on repairs or conditions noted at possession with signoff lines.
Routine maintenance tips, recommended schedules, vendor contacts for HVAC, plumbing, and local licensed contractors for warranty work.
Any lease-specific rules, HOA contact and rules summary, and a clear statement of where lease or purchase documents are stored.
| Field | Configuration |
|---|---|
| Template name | Create 'Welcome Home' reusable template |
| Auto-fill mappings | Map MLS or closing system fields to template fields |
| Signer order | Set agent then buyer/tenant sign order |
| Delivery method | Email link, secure portal, or printed packet |
If you use electronic delivery or eSignature, ensure the platform supports required workflows and records.
Verify the platform produces an auditable certificate of completion and that integrations archive signed packets into your transaction management system.
Provide the packet at closing or possession
Confirm receipt within 3 business days
Address repairs or missing items within 30 days
Notify vendors per warranty timelines
Archive transaction copy immediately after delivery
After closing we sent a single packet consolidating warranties and contacts, streamlining move-ins.
The team automated a templated Welcome Home packet for rented units, ensuring consistency across properties.
| 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 (Business Premium) | 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 by plan | Varies by plan | Varies by plan |