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Real Estate Closing Portal
Documents to Complete
Base Documents
Party Documents
Property Documents
Payment Documents
Seller Fact Sheet | Required | Portal | |
Buyer Fact Sheet | Required | Portal | |
Seller 1 Government Issued ID | Required | Seller | |
Seller 2 Government Issued ID | Required | Seller | |
Buyer 1 Government Issued ID | Required | Buyer | |
Buyer 2 Government Issued ID | Required | Buyer | |
Affidavit of Title | Required | Portal | |
Homeowner’s PRE Affidavit Form 2368 | Conditional | Portal | |
Request to Rescind PRE Form 2602 | Conditional | Portal | |
Conditional Rescission Form 4640 | Conditional | Portal | |
IRS Form 1099-S | Conditional | Portal | |
FIRPTA | Conditional | Portal | |
Power of Attorney | Conditional | Parties | |
Certification of No Information Reporting (1099-S) | Conditional | Portal | |
Divorce Decree | Conditional | Parties | |
Trust Fact Sheet | Required | Portal | |
Trustee Government Issued ID | Required | Parties | |
Trustee Affidavit | Required | Portal | |
Certificate of Trust | Required | Parties | |
Trust Agreement | Required | Parties | |
Nonforeign Entity Affidavit | Conditional | Portal | |
Business Fact Sheet | Required | Portal | |
Articles of Incorporation / Organization / Partnership | Required | Parties | |
Bylaws / Operating Agreement / Partnership Agreement | Required | Parties | |
Certificate of Good Standing | Required | Parties | |
Authorizing Resolution Fully Executed | Required | Parties | |
Signatory’s Government Issued ID | Required | Parties | |
Nonforeign Entity Affidavit | Conditional | Portal |
Purchase Agreement | Required | Portal |
Seller Fact Sheet | Required | Portal |
Buyer Fact Sheet | Required | Portal |
Transaction Fact Sheet | Required | Portal |
Seller Disclosure & Acknowledgement | Required | Portal |
Warranty Deed | Required | Portal |
Escrow Agreement | Required | Portal |
Compliance Agreement | Required | Portal |
IRS Form 1099-S | Required | Portal |
Title Insurance Commitment | Required | Parties |
Seller's Closing Statement | Required | Parties |
Buyer's Closing Statement | Required | Parties |
Property Transfer Affidavit | Required | Portal |
Transfer Tax Valuation Affidavit | Required | Portal |
Owner's Closing Affidavit | Required | Portal |
Buyer's Inducement for Title Insurance | Required | Parties |
Sourcing and Seasoning Documentation | Required | Buyer | |
Payment Agreement | Required | Portal | |
Earnest Money Receipt and Terms | Required | Portal | |
Full Payment Receipt | Required | Portal | |
Anti-Fraud and Wire Fraud Terms | Required | Portal | |
AML Compliance (CIP, SARs, CTRs) | Required | Portal | |
IRS Form 8300 | Conditional | Portal | |
URLA | Required | Lender | |
Closing Disclosure | Required | Lender | |
Multistate Fixed Rate Note Form 3200 | Conditional | Lender | |
Loan Estimate | Required | Lender | |
Standard Flood Hazard Determination Form (SFHDF) | Conditional | Lender | |
Initial Escrow Disclosure | Required | Lender | |
Promissory Note | Required | Lender | |
Mortgage | Required | Lender | |
IRS W-9 | Required | Lender | |
Certification and Authorization | Required | Lender | |
Property Appraisal | Required | Lender | |
Property Survey | Required | Parties | |
Mortgage Servicing Statement | Required | Lender | |
Mortgage Commitment Letter | Required | Lender | |
Underwriting Clear to Close | Required | Lender | |
FHA/VA Special Instructions | Conditional | Lender | |
Sourcing and Seasoning Documentation | Required | Buyer | |
Payment Agreement | Required | Portal | |
Earnest Money Receipt and Terms | Required | Portal | |
Full Payment Receipt | Required | Portal | |
Anti-Fraud and Wire Fraud Terms | Required | Portal | |
AML Compliance (CIP, SARs, CTRs) | Required | Portal | |
IRS Form 8300 | Conditional | Portal | |
Land Contract | Required | Portal | |
Warranty Deed in Escrow | Required | Portal | |
Memorandum of Land Contract | Required | Portal |
Homeowner’s Policy of Insurance | Required | Buyer | |
Lead-Based Paint Disclosure & EPA Pamphlet | Conditional | Portal | |
Bill of Sale | Conditional | Portal | |
Property Inspection | Conditional | Parties | |
Lead-Based Paint Inspection | Conditional | Parties | |
Asbestos Report | Conditional | Parties | |
Aboveground or Underground Storage Tanks | Conditional | Parties | |
Urea Formaldehyde Foam Insulation | Conditional | Parties | |
Radon Report | Conditional | Parties | |
Well or Drinking Well Inspection Report | Conditional | Parties | |
Septic Tank and Field Inspection Report | Conditional | Parties | |
Termites and Pest Inspection Report | Conditional | Parties | |
Private Road Notice | Conditional | Portal | |
Estoppel Certificate | Conditional | Portal | |
Mortgage Payoff Letter | Conditional | Portal | |
HOA Dues Status and Payoff Letter | Conditional | Portal | |
Assignment of Warranties | Conditional | Portal | |
Standard One-Year Home Warranty | Conditional | Parties | |
Payoff Letter for Delinquent Property Taxes or Assessments | Conditional | Portal | |
Master Deed with Bylaws and Exhibit B / Real Estate Purchase Agreement | Required | Parties | |
Purchaser Information Booklet / Commitment for Title Insurance | Required | Parties | |
Association Approval (if Required) / Survey | Conditional | Parties | |
Association Status Letter / Escrow Agreements | Conditional | Parties | |
Condo Checklists | Conditional | Parties | |
Affidavit of Title | Required | Portal | |
Affidavit of Property Condition | Required | Portal | |
Certificate of No Liens | Required | Portal | |
Fifth Amendment to Condominium Master Deed / Property Transfer Affidavit | Required | Parties | |
Property Tax Clearance Certificate | Required | Portal | |
Real Estate Transfer Tax Valuation Affidavit | Required | Portal | |
Miscellaneous Sale Documents | Conditional | Parties | |
Survey | Required | Parties | |
Affidavit of Title | Required | Portal | |
Affidavit of Property Condition | Required | Portal | |
Certificate of No Liens | Required | Portal | |
Property Tax Clearance Certificate | Required | Portal | |
Miscellaneous Sale Documents | Conditional | Parties | |
Survey | Required | Parties | |
Valuation Affidavit | Required | Portal | |
Transfer Affidavit | Required | Portal | |
Memorandum of Interest in Real Property | Required | Portal | |
Escrow Agreement | Required | Portal | |
Property Transfer Affidavit | Required | Portal | |
Tax-Related Documents | Required | Portal | |
Real Estate Transfer Tax Valuation Affidavit | Required | Portal |
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