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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Max. file size: 10.6MB
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13
Are you working with a realtor?* This field is required.
YESNO
14
Realtor's Contact Name* This field is required.
First Name
Last Name
15
Realtor's Contact Phone Number* This field is required.
Area Code
Phone Number
16
Realtor's Contact Email* This field is required.
example@example.com
17
Marital Status
Married
Unmarried
18
Spouse's Name
First Name
Last Name
19
Will you be making any ownership changes as part of this transaction?* This field is required.
YESNO
20
Please note owners to be added/removed below
Huge
Large
Normal
Small
Ok
Ok
21
Do you currently have an open mortgage on the subject property?* This field is required.
YESNO
22
Name of Mortgage #1 Holder * This field is required.
23
Mortgage #1 Account Number* This field is required.
24
Mortgage #1 Contact Phone Number
Please enter a valid phone number.
25
Is this an FHA Mortgage?* This field is required.
YESNO
26
Do you have an additional mortgage on the subject property?* This field is required.
YESNO
27
Name of Mortgage #2 Holder* This field is required.
28
Mortgage #2 Account Number* This field is required.
29
Mortgage #2 Contact Phone Number
Please enter a valid phone number.
30
Do you have an additional mortgage on the subject property?* This field is required.
YESNO
31
List Any additional Mortgages along with contact information below:
32
Are we paying off any credit cards as part of this transaction?* This field is required.
YESNO
33
Credit Card StatementFeel free to upload your most recent credit card statement with account number so all payments can be processed correctly.
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Max. file size: 10.6MB
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34
Is the property a condominium or part of a homeowner's association?* This field is required.
YESNO
35
Association Name* This field is required.
36
Association Contact Phone Number
Please enter a valid phone number.
37
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
38
Name of Contractor* This field is required.
39
Contractor Contact Phone Number
Please enter a valid phone number.
40
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!
41
Do you have your own Attorney representation?* This field is required.
YESNO
42
Attorney Contact Name* This field is required.
First Name
Last Name
43
Attorney Contact Email
example@example.com
44
Attorney Contact Phone Number
Please enter a valid phone number.
45
Is the property your primary residence?* This field is required.
YESNO
46
Is the property an investment property?* This field is required.
YESNO
47
Is the property tenant occupied?* This field is required.
YESNO
48
Tax InformationPlease provide a copy of the latest paid receipt for all tax bills related to this property
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Max. file size: 10.6MB
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49

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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