Property Identity
Street address, parcel or tax ID, and legal description to ensure the disclosure maps clearly to the property being sold; avoid P.O. boxes.
A clear disclosure reduces transaction risk, supports accurate pricing, and documents seller knowledge about defects. For buyers it provides material facts that affect inspection scope and negotiating strategy; for sellers it creates a record of what was communicated and can limit post-closing liability when completed honestly and completely.
The disclosure is completed by the seller and exchanged with the buyer, often via the listing agent or closing attorney.
Agents and closing professionals typically keep copies with the transaction file and rely on the disclosure together with inspection reports and permit documentation.
Listing agents collect seller responses, advise on completeness, and provide the disclosure to prospective buyers and the selling agent. They should document delivery and preserve an executed copy in the transaction file for recordkeeping and dispute defense.
Sellers must answer factually based on actual knowledge, disclose known material defects, and sign the form. Intentional omissions or false statements can lead to breach claims, buyer rescission rights, or escrow disputes.
Street address, parcel or tax ID, and legal description to ensure the disclosure maps clearly to the property being sold; avoid P.O. boxes.
Roof, foundation, walls, basement/crawlspace condition, and past repairs or known defects with dates where available.
Plumbing, electrical, HVAC, water heater age, known leaks or code violations, and recent repairs or upgrades.
Known lead-based paint (pre-1978), radon tests, asbestos, mold history, underground tanks, and prior remediation documentation.
Easements, boundary disputes, pending litigation, liens, and unpaid assessments that could affect transferability or value.
Statements about accuracy, signature block, and a dated acknowledgement that seller has disclosed known material facts truthfully.
| Field | Configuration |
|---|---|
| Document Upload | Require attachments for inspections and permits |
| Signature Order | Set seller first, then buyer or agent |
| Authentication | Use email plus SMS code if available |
| Retention Policy | Store signed copies in transaction folder |
Use an eSignature workflow that preserves audit trails, secures data, and supports attachments to match the disclosure’s evidentiary value.
Choose a platform that supports conditional fields and retains a tamper-evident copy to reduce disputes and streamline closing workflows.
Prepare disclosure when property is listed for sale
Provide to prospective buyers where practical
Include signed disclosure with the purchase agreement
Ensure closing agent has a final copy before closing
Retain executed copies per retention policy
Seller completes form and attaches available reports
Provide signed copy to buyer and agents
Buyer conducts inspections and requests repairs
Closing party confirms disclosure on file
Tim Martin processed disclosures online to close remotely
Dan Rotelli emphasized compliance and security using an integrated eSignature workflow
Attach any recent home inspection or specialized reports (roof, pest, radon) to substantiate condition claims and reduce duplicate inspections.
Include invoices and permits for repairs or improvements to document scope, responsible parties, and dates of work.
Provide prior seller disclosures to show consistency and disclose previously known issues or repairs.
Attach lead-based paint, radon, or mold test results when applicable, especially for pre-1978 homes or known exposures.
| 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 (Business Premium) | Available on plans | Available on plans | Available on plans | Available on plans |
| 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 |