Party identification
Full legal names and contact details for grantor(s) and grantee(s) to establish clear chain of title and enable correct indexing at the recorder's office.
Accurate forms protect title, enable proper recording, and prevent post-closing disputes. They create a public record of ownership, are essential for lenders and title insurers, and reduce risk of liens or tax reporting errors when completed correctly.
Real property forms are completed by parties in a conveyance, their agents, or service providers; each must confirm identity and authority before signing.
Ensuring the correct preparer and authorized signer reduces the chances of rejection at recording and limits later title challenges.
Electronic submission depends on local recorder rules; verify county recorder acceptance before e-filing or e-signing.
Confirm the recorder's electronic standards (file format, digital signature requirements, and RON acceptance) before submitting to avoid rejection.
| Field | Configuration |
|---|---|
| Signer order | Sequential or parallel signing as required |
| Authentication | Email link, SMS code, or KBA |
| Notary step | Add RON or in-person notarization field |
| Recording hook | Route final PDF to recorder or escrow |
Record the deed as soon as possible after closing to preserve priority.
Many jurisdictions require transfer tax reporting within 30 days of closing.
Prorate taxes at closing based on local tax year and billing cycles.
Provide documents to insurer at closing to clear exceptions quickly.
Record security instruments before funding in most lender workflows.
Agreement signed and deposit delivered; sets closing date and obligations.
Funds and signed documents exchanged; deeds prepared for recording.
Instrument submitted to county recorder; creates public notice of transfer.
Title policy issued, payoff recorded, and tax/proration adjustments finalized.
Full legal names and contact details for grantor(s) and grantee(s) to establish clear chain of title and enable correct indexing at the recorder's office.
Exact recorded description of the parcel (lot, block, metes-and-bounds) that uniquely identifies the property for recording and tax purposes.
Statement of monetary amount or nature of transfer; affects transfer tax reporting and the tax basis for the grantee.
All required signatures dated; include capacity (e.g., trustee, corporate officer) and attach evidence of authority when necessary.
Proper notary acknowledgement or jurat with required seal and any RON audio/video evidence if used for remote notarization.
County name, return-to address, and any reference numbers for proper indexing and delivery of recorded instrument.
Attach surveys, affidavits, or prior recorded instruments as exhibits to clarify boundaries and title history.
Include transfer tax returns or certificates required by local authorities to avoid hold-ups at recording.
Provide final documents as PDF/A for long-term preservation; keep source DOCX copies for edits.
Retain executory and recorded PDFs; ensure metadata includes timestamp and audit trail.
| Criteria | Real Property Form | Deed |
|---|---|---|
| Primary purpose | administrative filing | convey ownership |
| Notarization required | often required | required |
| Recording needed | depends on use | always recommended |
| Typical parties | agents, title reps | grantor and grantee |
| 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 (BAA available) | Yes | Yes | No | No |
Martin Properties moved to electronic forms and remote notarization to streamline closings.
Fertility Centers adopted electronic workflows to collect party acknowledgements and consents.