Download signNow app
4.7 / 5 rating on

Disclosure Statement Real Estate Form

Use a Disclosure Statement Real Estate 0 template to make your document workflow more streamlined.

What the disclosure statement form does

A Disclosure Statement Real Estate Form records property information that a buyer, seller, tenant, or other transaction party must receive and acknowledge under applicable state law. The form may identify known conditions, material facts, or other required disclosures, but its exact fields and timing vary by jurisdiction. With signNow, upload the form, auto-detect fillable fields, verify assignments, send it to the required parties, collect electronic signatures, and store the completed PDF with an audit trail. ESIGN and UETA generally support electronic records, subject to state-specific rules and statutory exceptions.

Recommended disclosure statement setup

Configure the workflow around signer identity, document integrity, access control, and the retention rules governing the transaction.

SettingRecommendation
Authentication methodEmail verification with SMS OTP
Signature typeTyped or drawn electronic signature
Audit trailCapture timestamps, IP address, and actions
Document retentionFollow applicable state recordkeeping rules
Encryption and provisioningAES-256 storage with administrator-managed access

Choose a signing method for disclosures

  1. Use the web app to upload the Disclosure Statement Real Estate Form, place fields, and send it when working from a desktop office workflow.
  2. Use the mobile app when an agent or buyer must review and sign the disclosure during a property visit or other off-site meeting.
  3. Use kiosk mode for supervised in-person completion when multiple visitors need to sign the same disclosure on a managed device.
  4. Generate a shareable signing link when the disclosure must be distributed through a client portal, email, or other controlled channel.

How to complete the disclosure form

Prepare the current state-specific form, verify each field, then send it through a controlled signNow workflow.

  • Upload form:

    Upload the current Disclosure Statement Real Estate Form.
  • Check fields:

    Let signNow detect fields, then verify every assignment.
  • Add signers:

    Add the required parties and signing order.
  • Send form:

    Send the disclosure and monitor completion status.
  • Store records:

    Download the signed PDF and audit trail.
be ready to get more
Get legally-binding signatures now!
  • Best ROI. Our customers achieve an average 7x ROI within the first six months.
  • Scales with your use cases. From SMBs to mid-market, airSlate SignNow delivers results for businesses of all sizes.
  • Intuitive UI and API. Sign and send documents from your apps in minutes.

Connect disclosure workflows to business systems

Connect the disclosure workflow with CRM, ERP, storage, and project systems to reduce rekeying and keep the signed transaction record associated with its source file.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Processing stages for the disclosure form

The processing sequence depends on document readiness, signer availability, and the disclosure duties imposed by the applicable state law.

01

Prepare the document

Upload the current disclosure template and check every required property, party, and acknowledgment field.
02

Deliver to signers

Send the completed form by email or a controlled signing link.
03

Collect signatures

Signers review property disclosures and complete assigned signature fields.
04

Archive the record

Download the signed form and audit trail for the transaction file.

Recordkeeping practices for disclosures

Preserve the signed disclosure and supporting evidence as one transaction record, while applying the retention rule required by the applicable state and business context.

Define the state retention rule

Set a retention rule before sending the Disclosure Statement Real Estate Form. State law may require a brokerage, broker, or licensee to preserve transaction records for a defined period. Keep the signed form, attachments, delivery evidence, and audit trail together, then review the schedule when regulations change.

Export the completed audit trail

Export the audit trail with every completed disclosure. Preserve signer identity details, timestamps, IP information, and recorded actions alongside the final PDF. This creates a single transaction record showing how the parties received, reviewed, and signed the Disclosure Statement Real Estate Form.

Limit access to transaction records

Restrict access to transaction personnel who need the disclosure. Use administrator-managed permissions and encrypted storage for addresses, ownership details, defect information, and signatures. Remove access when a matter closes while preserving the record under the approved retention schedule.

Review fields before sending

Use a locked template for recurring disclosures, but review state-specific language before publication. Auto-detect fields after upload, confirm field assignments manually, and prevent sending until required disclosures, initials, dates, and signatures are present.

State rules and document limits

State-specific content

State disclosure rules

Notary requirement

Required notarization

Deed formalities

Real-estate deeds

Excluded documents

Wills and decrees

Security for disclosure statements

Transport encryption:

TLS 1.2/1.3 in transit

Stored encryption:

AES-256 protects stored documents

Security certification:

Certified SOC 2 Type II controls

Security standard:

ISO 27001 information security certification

Signature compliance:

ESIGN and UETA compliant signatures

Healthcare safeguards:

HIPAA workflows require a BAA

What the audit trail records

The audit trail supplies transaction evidence separately from the form’s substantive property disclosures and signature fields.

01

Authenticate signer:

The signer opens the assigned Disclosure Statement Real Estate Form and completes configured authentication.
02

Capture timestamp:

signNow records the signing event time and related transaction metadata.
03

Protect document:

The completed document receives integrity protection within the signing record.
04

Record actions:

The audit history records signer actions and document activity.
05

Export evidence:

The sender downloads the audit trail with the signed PDF.
06

Archive record:

The transaction team stores both files under its approved schedule.

Troubleshoot disclosure workflows

Resolve field, signer, authentication, evidence, plan, and state-law questions before relying on a completed Disclosure Statement Real Estate Form.

Upload the current PDF again and inspect each detected field. signNow’s auto-detection can accelerate preparation, but the sender remains responsible for confirming names, dates, initials, and signature assignments before sending the disclosure.

Open the recipient settings and confirm the signer’s email address, role, and signing order. Send a replacement invitation only after checking that the assigned buyer, seller, owner, or agent matches the transaction record.

Use SMS OTP or another available authentication control when the transaction requires stronger signer verification. Keep the resulting authentication and action details with the audit trail, and confirm state-law requirements separately.

Export both the signed PDF and the audit trail after completion. The audit trail records signing activity such as timestamps and IP information, while the PDF preserves the disclosure language and completed fields.

Business includes legally binding eSignatures, templates, audit trails, and mobile apps at $8/user/month when billed annually. Business Premium is $15/user/month annually and adds bulk send and kiosk mode.

signNow supports ESIGN and UETA compliance, but those laws do not replace state disclosure requirements. Confirm the form’s required content, delivery timing, notarization rules, and exclusions with the applicable state authority.

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

BE READY TO GET MORE

Get this form now!

If you believe that this page should be taken down, please follow our DMCA take-down process.