{"id":5826,"date":"2026-03-26T10:37:45","date_gmt":"2026-03-26T09:37:45","guid":{"rendered":"https:\/\/www.superdocu.com\/templates\/real-estate-seller-documents\/"},"modified":"2026-03-26T12:41:22","modified_gmt":"2026-03-26T11:41:22","slug":"real-estate-seller-documents","status":"publish","type":"sd_template","link":"https:\/\/www.superdocu.com\/en\/templates\/real-estate-seller-documents\/","title":{"rendered":"Real estate seller documents"},"content":{"rendered":"
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The Real estate seller documents<\/strong> 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.<\/p>\n

Who is this template for?<\/h2>\n

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.<\/p>\n

How it works<\/h2>\n

This template includes 5 steps that your clients complete through a secure portal:<\/p>\n

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  1. Welcome<\/strong> (Information screen)<\/li>\n
  2. Basic information<\/strong> (Form) – Fields: First Name, Last name, Your address, Your ZIP code, State of residency and more<\/li>\n
  3. Personal documents<\/strong> (Document upload) – Fields: Valid ID card, Proof of address<\/li>\n
  4. Property documents<\/strong> (Document upload) – Fields: Property title deeds, Property tax documents, Homeowners insurance records, Mandatory disclosures, Original sale contract<\/li>\n
  5. Thank you!<\/strong> (Information screen)<\/li>\n<\/ol>\n

    Documents collected<\/h2>\n\n\n\n\n\n\n\n\n\n\n\n
    Document<\/th>\nDescription<\/th>\n<\/tr>\n<\/thead>\n
    Valid ID card<\/strong><\/td>\nA 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.<\/td>\n<\/tr>\n
    Proof of address<\/strong><\/td>\nUtility bill, credit card statement or any other official document with your name and address, that can prove your residency.<\/td>\n<\/tr>\n
    Property title deeds<\/strong><\/td>\nIf you do not have the documents at your disposal, you should be able to get them from your locality's recorder office.<\/td>\n<\/tr>\n
    Property tax documents<\/strong><\/td>\nProof of the taxes paid for the proprty. Usually, your most recent tax bill.<\/td>\n<\/tr>\n
    Homeowners insurance records<\/strong><\/td>\nYour homeowners insurance records.<\/td>\n<\/tr>\n
    Mandatory disclosures<\/strong><\/td>\nDisclosures about lead-base paint, etc. Please download our template and fill it with your property information<\/td>\n<\/tr>\n
    Original sale contract<\/strong><\/td>\nThe original sale contract that you signed when you bought the home, if relevant.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    Features included<\/h2>\n