Pre-Offer
Financing pre-approval, buyer ID, initial disclosures, and earnest money instructions documented and dated for contract readiness.
A consistent checklist reduces missed disclosures, missed signatures, and deadline drift while improving coordination among buyer, seller, lender, escrow, and title. It supports compliance by documenting who completed each task and when, and it pairs with ESIGN/UETA-compliant eSignature platforms such as signNow to collect enforceable electronic signatures and preserve an audit trail.
The checklist is used by multiple transaction participants to coordinate tasks and preserve a clear record.
Using the checklist consistently reduces errors and provides a single reference for audit, lender review, and closing.
The listing agent completes seller-side items such as property disclosures, existing mortgage payoff figures, and seller signatures; they coordinate with title and buyer’s agent to resolve defects before closing.
The buyer's agent confirms buyer identity and financing status, arranges inspections, obtains signed contingencies, and ensures earnest money deposit and closing requirements are handled per contract.
Financing pre-approval, buyer ID, initial disclosures, and earnest money instructions documented and dated for contract readiness.
Inspection scheduling, repair negotiation, contingency tracking, and title order placed; assign due dates and responsible parties.
Loan application status, appraisal delivery, underwriting conditions, and final loan approval with target dates and contacts.
Title search, lien resolution, title insurance selection, escrow instructions, and recording details captured by title officer.
Final walkthrough, closing disclosure review, funds verification, and notarization/witness arrangements confirmed in advance.
Document recording, keys transfer, final disbursements, tax/prorations, and retention of executed documents for required periods.
| Field | Configuration |
|---|---|
| eSignature Provider | Select ESIGN/UETA-compliant vendor (support audit trail and HIPAA BAA if needed) |
| Authentication Level | Email link or SMS code; use stronger ID proofing when required |
| Routing Order | Define signer sequence: buyer → seller → lender → title/escrow |
| Storage Location | Specify secure repository and retention policy for executed documents |
Choose a platform that supports PDF/DOCX uploads, audit trails, and secure storage to meet lender and title expectations.
Document date of signed offer; used to calculate contingency deadlines.
Specify when earnest money is due per contract, often within 3 business days.
List the inspection completion and objection deadline in MM/DD/YYYY format.
Record loan approval or removal date required by the contract.
Final date for funding, signing, and recording the deed.
Contract execution triggers contingency timelines and escrow opening.
Inspection report delivery and repair negotiation conclude at this milestone.
Underwriting conditions satisfied and final loan approval obtained.
Final funds transferred and deed recorded to complete the transaction.
Martin Properties centralized closing steps to reduce in-person handoffs and keep remote buyers informed.
A small investment firm standardized a checklist template for repeat acquisitions.
| 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 | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |