The Real estate seller documents template helps you collect documents and information in a structured, secure workflow. A template for realtors to collect documents and information from their new customers or leads.
Who is this template for?
This template is designed for professionals in Real Estate, KYC, Customers, Agency. It replaces messy email chains with a secure, branded client portal that collects everything you need in one place.
How it works
This template includes 5 steps that your clients complete through a secure portal:
- Welcome (Information screen)
- Basic information (Form) – Fields: First Name, Last name, Your address, Your ZIP code, State of residency and more
- Personal documents (Document upload) – Fields: Valid ID card, Proof of address
- Property documents (Document upload) – Fields: Property title deeds, Property tax documents, Homeowners insurance records, Mandatory disclosures, Original sale contract
- Thank you! (Information screen)
Documents collected
| Document | Description |
|---|---|
| Valid ID card | A valid ID Card, passport or driving license with a picture. If you are a foreigner, please also include a copy of your green card and an approved visa or employment authorization document. |
| Proof of address | Utility bill, credit card statement or any other official document with your name and address, that can prove your residency. |
| Property title deeds | If you do not have the documents at your disposal, you should be able to get them from your locality's recorder office. |
| Property tax documents | Proof of the taxes paid for the proprty. Usually, your most recent tax bill. |
| Homeowners insurance records | Your homeowners insurance records. |
| Mandatory disclosures | Disclosures about lead-base paint, etc. Please download our template and fill it with your property information |
| Original sale contract | The original sale contract that you signed when you bought the home, if relevant. |
Features included
- Automated reminders so your clients never forget a document
- Branded client portal with your logo and colors
- DocuSign integration for collecting signatures alongside documents
- Validation dashboard to approve or reject submitted documents
Frequently asked questions
What is the Real estate seller documents template?
It is a ready-to-use document collection template with 5 steps. It lets you collect documents and information from your clients through a secure portal.
Is the Real estate seller documents template free?
You can try this template free for 7 days with Superdocu. No credit card required.
Can I customize this template?
Yes. You can add, edit, or remove steps and fields to adapt the template to your workflow.
Try this template for free
Sign up, select the “Real estate seller documents” template, and start collecting documents today. Check our pricing for details.