Client Info Sheet

1
Property Address* This field is required.
2
Choose your applicable transaction type:* This field is required.
Refinance
Purchase/Sale
3
Are you the Buyer or Seller in this transaction?* This field is required.
Buyer
Seller
4
Name* This field is required.
First Name
Last Name
5
Email* This field is required.
example@example.com
6
Phone Number* This field is required.
Please enter a valid phone number.
7
Date of Birth* This field is required.
Month
Day
Year
8
Social Security Number
9
Will you be closing under an LLC or Business Name?* This field is required.
YESNO
10
Corporation or LLC Name* This field is required.
11
Corporation or LLC Tax ID Number
12
Corporate DocumentsIf you are closing as an LLC or corporation we will need the following documents before closing: Operating Agreement (LLC Only), Articles of Organization/Incorporation, Certification of Good Standing, List of Officers (Corporation Only), By Laws (Corporation Only), Corporate Vote (Corporation Only). Feel free to upload them directly now or email them to closings@res-title.com.
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Select files to upload
Max. file size: 10.6MB
Cancelof
13
Marital Status
Married
Unmarried
14
Spouse's Name
First Name
Last Name
15
Will you be making any ownership changes as part of this transaction?* This field is required.
YESNO
16
Please note owners to be added/removed below
Huge
Large
Normal
Small
Ok
Ok
17
Do you currently have an open mortgage on the subject property?* This field is required.
YESNO
18
Name of Mortgage #1 Holder * This field is required.
19
Mortgage #1 Account Number* This field is required.
20
Mortgage #1 Contact Phone Number
Please enter a valid phone number.
21
Do you have an additional mortgage on the subject property?* This field is required.
YESNO
22
Name of Mortgage #2 Holder* This field is required.
23
Mortgage #2 Account Number* This field is required.
24
Mortgage #2 Contact Phone Number
Please enter a valid phone number.
25
Do you have an additional mortgage on the subject property?* This field is required.
YESNO
26
List Any additional Mortgages along with contact information below:
27
Are we paying off any credit cards as part of this transaction?* This field is required.
YESNO
28
Credit Card StatementFeel free to upload your most recent credit card statement with account number so all payments can be processed correctly.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
29
Is the property a condominium or part of a homeowner's association?* This field is required.
YESNO
30
Association Name* This field is required.
31
Association Contact Phone Number
Please enter a valid phone number.
32
Has there been any work done on the property in the last 180 days?* This field is required.If Yes, we will need to contact your contractor for additional paperwork to be signed as part of closing.
YESNO
33
Name of Contractor* This field is required.
34
Contractor Contact Phone Number
Please enter a valid phone number.
35
Contractor Contact Email
example@example.com
Email Verified
The verification code has been sent to some@email.com
Please check your mailbox and paste the code below to complete verification
••••
Didn't receive verification code? or
Receiving the email may take a few minutes, thank you for your patience!
36
Do you have your own Attorney representation?* This field is required.
YESNO
37
Attorney Contact Name* This field is required.
First Name
Last Name
38
Attorney Contact Email
example@example.com
39
Attorney Contact Phone Number
Please enter a valid phone number.
40
Is the property your primary residence?* This field is required.
YESNO
41
Is the property an investment property?* This field is required.
YESNO
42
Is the property tenant occupied?* This field is required.
YESNO
43

Thank you for completing our information sheet!

There's only one step left to finalizing you closing setup. You will now be re-directed to a borrower authorization form for you to sign via DocuSign. If you have any issues signing the document or just have a general question you can contact us at closings@res-title.com.

Click Next to access the authorization form.
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