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Seller's Property Disclosure Statement, Or Statement Of Exclusion Form

Use a SELLER'S PROPERTY DISCLOSURE STATEMENT, OR STATEMENT OF EXCLUSION 0 template to make your document workflow more streamlined.

What this property disclosure form does

The Seller's Property Disclosure Statement, Or Statement Of Exclusion Form records a seller’s known information about a property and identifies whether an applicable exclusion applies. Its questions, property details, condition statements, attachments, initials, dates, and signature create a transaction record for the buyer, seller, and brokerage. State law determines the required questions, timing, and exceptions, so the form should be checked against the property’s jurisdiction. With signNow, the sender uploads the form, prepares fields, assigns the seller, collects signatures, and retains the completed document with its Audit Trail.

Who uses this property disclosure form

Real estate brokerages

Real estate brokerages use the statement to collect seller representations, exclusion selections, signatures, and dated records before transaction milestones. signNow provides reusable templates, assigned roles, and an audit trail for brokerage review.

Sellers and coordinators

Property sellers and transaction coordinators complete disclosures, supporting attachments, consent forms, and related agreements while preserving a clear record of who signed and when.

Business types using the form

The form serves individual agents, brokerage teams, and larger property organizations that need consistent seller disclosures and traceable signatures.

  • Independent real estate agents can prepare one controlled disclosure template, complete property-specific answers, and collect seller signatures without arranging repeated office appointments.
  • Regional brokerages can standardize seller disclosure packages across offices while giving transaction coordinators a searchable completion record and Audit Trail for each property.
  • Enterprise property networks can connect disclosure workflows to CRM, storage, and transaction systems while administrators manage permissions, templates, and retention policies centrally.

These tasks are executed by both individual contributors and centralized administrators depending on organizational policy and required controls.

Features that fit property disclosures

signNow organizes the disclosure form, signer assignments, evidence, and completed record in one controlled workflow.

Document upload

Upload the seller disclosure document and prepare its existing fields for completion without rebuilding the form from scratch.

Signer roles

Assign seller, buyer, agent, or witness roles so each required participant receives the correct fields and signing order.

Reusable templates

Use reusable templates for recurring property transactions while preserving the form’s disclosure and exclusion language.

Audit trail

Capture timestamps, signer actions, and document history in an audit trail connected to the completed disclosure.

Mobile signing

Allow sellers and agents to review and sign from signNow mobile apps when transaction work moves outside the office.

Record storage

Store the signed disclosure with its completion record so transaction teams can retrieve the executed document later.

Complete the disclosure in signNow

Prepare the exact property disclosure, assign every required participant, and preserve the signed form with its supporting evidence.

  • Upload form:

    Upload the property disclosure PDF.
  • Prepare fields:

    Review detected fields and add missing signature, date, and initials fields.
  • Assign signers:

    Assign the seller and other required participants.
  • Send document:

    Send invitations and monitor completion.
  • Archive record:

    Download the signed disclosure and Audit Trail.
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How the disclosure workflow works

The form moves from property disclosure to assigned signatures, with each completed action recorded for later review.

  • Complete the form: Seller completes property disclosures and selects any applicable exclusion statement.
  • Upload the document: Upload the completed form and let signNow detect fillable fields.
  • Assign signers: Assign seller, buyer, or agent signing roles and send invitations.
  • Store the record: Collect signatures, then retain the signed record and audit trail.

Recommended disclosure workflow setup

Configure the property disclosure around verified signer identity, complete transaction evidence, secure transmission, and the brokerage’s applicable retention policy.

SettingRecommendation
Authentication methodEmail invitation with SMS verification
Signature typeTyped or drawn electronic signature
Audit trailEnabled with completion certificate
Document retentionBrokerage policy plus state requirements
EncryptionTLS 1.2/1.3 and AES-256

Choose the right signing method

  1. Use the signNow web app when preparing the seller disclosure, checking detected fields, assigning roles, and reviewing the transaction package before sending it.
  2. Use the signNow mobile app when a seller or agent must review and sign the property disclosure from a phone or tablet during field work.
  3. Use kiosk mode for an office or closing-desk workflow where a participant signs the disclosure on a managed device under staff supervision.
  4. Create a shareable signing link when the brokerage needs to distribute the same controlled disclosure entry point, then verify the signer and retain the audit trail.

What the disclosure audit trail records

The audit trail documents how the seller disclosure moved from invitation through signature, completion, and later transaction-file retrieval.

01

Signer authentication:

The signer opens the assigned seller disclosure through an email invitation or signing link.
02

Timestamp capture:

signNow records the time associated with each disclosure view, field action, and signature event.
03

Document integrity:

The completed disclosure is associated with document-history evidence for later integrity review.
04

Tamper evidence:

The audit record links signer identity, actions, and the final property disclosure.
05

Completion review:

The sender reviews completion status and identifies unanswered disclosure fields or pending signatures.
06

Audit retrieval:

Authorized users retrieve or export the completed disclosure and its Audit Trail.

Connect disclosure workflows to business systems

Route completed property disclosures through CRM, ERP, cloud storage, and project systems without rekeying signer or transaction information.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Challenges when completing property disclosures

  • Seller answers may omit known defects, prior repairs, environmental conditions, or other facts requested by the applicable state disclosure form.
  • Multiple versions of the disclosure can circulate, making it difficult to identify which statement and exclusion selection was finally signed.
  • Required signer, date, initials, or acknowledgement fields may remain blank when the document is sent without field validation.
  • A completed disclosure may be stored without its audit trail, weakening the transaction file’s evidence of delivery, review, and signature.

Best practices for property disclosures

Accurate answers, controlled versions, complete signer evidence, and state-specific retention procedures reduce avoidable disputes over seller disclosures.

Verify answers against property records

Compare every seller answer with available inspection reports, repair records, permits, and known property conditions before sending the disclosure. Keep explanatory attachments with the same transaction record so reviewers can understand the statement’s context.

Control the disclosure template

Use a controlled template containing the exact state-required disclosure questions and exclusion choices. Restrict editing after sending, and require the seller to review every populated field before applying a signature.

Require every transaction field

Assign each disclosure field to its actual participant and require dates, initials, and signatures before completion. Check the Audit Trail after signing to confirm the seller received and executed the intended version.

Archive the executed record

Export the signed disclosure and Audit Trail into the transaction file after completion. Apply the brokerage’s written retention policy and any longer state-law requirement governing real estate records.

Property disclosure processing stages

Processing depends on the parties and transaction schedule; the workflow below identifies the four records-management milestones.

01

Prepare the disclosure

Check the applicable state form, property details, seller answers, exclusions, and attachments before sending.
02

Deliver to signers

Send the prepared form to the seller and any required participants through signNow.
03

Track signer turnaround

Monitor the seller’s review and signature status; follow up on incomplete required fields.
04

Complete and archive

After completion, download the signed disclosure and Audit Trail for the transaction file.

Security for signed disclosures

Transport encryption:

TLS 1.2/1.3 in transit

Storage encryption:

AES-256 at rest

Security assurance:

SOC 2 Type II certified

Information security:

ISO 27001 certified

Electronic signatures:

ESIGN and UETA compliant

Sensitive information:

HIPAA compliant with BAA

Troubleshooting disclosure workflows

These answers address signing evidence, templates, plan limits, authentication, storage, and legal handling for this property disclosure workflow.

How does signNow preserve the seller’s signing evidence?

signNow records signer actions, timestamps, and document history in an Audit Trail associated with the completed disclosure. Business includes legally binding eSignatures and audit trails, supporting ESIGN and UETA evidence requirements when intent, consent, attribution, and record retention are satisfied.

Can a brokerage reuse this disclosure as a template?

Yes. The Business plan includes templates, allowing a brokerage to preserve recurring property-disclosure fields and signer roles. Review the template against the applicable state form before reuse, because state disclosure requirements and exclusion language may differ by transaction and jurisdiction.

Which signNow plan includes bulk sending?

Business Premium includes bulk send and costs $15 per user per month when billed annually. That feature is useful when a brokerage distributes substantially similar disclosure packages across transactions, but each property’s answers and attachments still require individual review.

ROI at a Glance

Key performance indicators that demonstrate SignNow's proven track record.

28M+Documents signed
13+Years in business
4.6/5Average G2 rating

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