Milestones
Named sequence items such as Listing, Offer Received, Inspection, Escrow Opened, Title Review, and Closing, each with target dates and completion criteria to measure progress.
A concise timeline reduces missed steps and clarifies responsibilities for sellers, buyers, brokers, and service providers. It improves predictability for funding and closing, supports regulatory compliance, and creates a central reference for document collection and sign-off across the resale lifecycle.
Typical users include sellers and buyers, real estate agents or brokers, title and closing agents, lenders, and corporate asset managers who coordinate document and signature workflows.
Teams operating at scale use timelines to automate reminders, route documents for eSignature, and maintain an audit trail for compliance and future reference.
Named sequence items such as Listing, Offer Received, Inspection, Escrow Opened, Title Review, and Closing, each with target dates and completion criteria to measure progress.
Clear owner for each task (seller, buyer, broker, escrow officer, lender) so notifications and responsibilities are unambiguous and routing for signatures is reliable.
List of documents needed at each stage (disclosures, bills of sale, deeds, W-9s for vendor payments) with file type and signer roles to avoid last-minute collection delays.
Firm dates for review, cure periods, contingency removals, and closing to reduce timing disputes and align with lender or regulatory deadlines.
Specification of signing method required (electronic signature, notarization, RON) and any identity-proofing or witness requirements tied to state law or industry rules.
Record of actions, timestamps, IP addresses, and signed PDFs to support enforceability, regulatory reviews, and post-closing audits.
| Field | Configuration |
|---|---|
| Signing Order | Sequential or parallel routing per milestone |
| Authentication Level | Email link, SMS code, or knowledge-based verification |
| Document Retention | Auto-archive signed PDFs and audit logs |
| Notifications | Automatic reminders at configurable intervals |
Ensure stakeholders have compatible devices and access to supported file formats before initiating electronic routing.
Confirm access to integrations and required authentication methods before sending timeline-related documents to avoid signer friction or failed deliveries.
Gather documents and disclosures, confirm signers and notarization needs.
Advertise or notify market; collect offers and set offer deadline.
Accept offer, complete inspections and title review, address contingencies.
Finalize payments, obtain final signatures, record transfer where required.
Allow 3–7 business days for parties to return executed documents.
Commonly 7–14 days depending on contract contingencies and scheduling.
Title searches and clearing exceptions typically take 7–21 days.
Schedule notarizations or RON sessions 2–5 business days before closing.
Expect 1–5 business days after final signatures for funding and recording.
| 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 plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| 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 |