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Seller Information Sheet for Your Website

Sellers complete intake online, returned to you as a PDF. This is exactly what your clients fill out online — branded to you and delivered to your inbox as a PDF. Try it below.

Seller Information Sheet

Sellers complete intake online, returned to you as a PDF

Live preview — fill it out & submit

Prefer to fill it out by hand? Download the editable PDF, complete it, and email it back to us or bring it to closing.

⬇ Download PDF
When you submit this form online, our team automatically receives your completed Seller Information Sheet as a PDF — no printing or scanning required.

About the Seller(s)

Your security matters. Please do not enter Social Security Numbers, mortgage account numbers, or other sensitive ID numbers on this online form. We'll collect those through a secure channel before closing. (The downloadable PDF includes those fields if you prefer to provide them by hand.)

Contact Information

Citizenship & FIRPTA

If you are a foreign person, the sale may be subject to FIRPTA (Foreign Investment in Real Property Tax Act). Generally, 15% of the sales price is withheld from proceeds at closing and remitted to the IRS within 20 days unless an exemption applies or a withholding certificate is obtained beforehand. Please let us know early so we can advise you.

Title History

Closing

For a mail-away closing, your documents must be signed in the presence of a notary public. Use of personal notaries is not allowed.

Existing Mortgages

Condo / Homeowners' Association

Existing Title & Survey

If you have these documents, please email copies to us.

Property Rentals

If rented, please email a copy of the Lease Agreement(s) to us.

1031 Exchange & Entity Sellers

If title is held by an entity, please provide: Corporation — Articles of Incorporation, current Certificate of Good Standing, and a corporate resolution naming authorized signers. Partnership — the Partnership Agreement. LLC — the Articles of Organization.

Documents & Identity Verification

Take a photo with your phone or upload a file (JPG, PNG, HEIC, or PDF — up to 20 MB each). To verify your identity, we'll need a government-issued photo ID such as your driver's license or passport.
📷Take photo or upload
📷Take photo or upload
📎Take photo or upload
Helpful examples: existing Owner's Title Policy, survey & elevation certificate, recent mortgage statement (for payoff), HOA / estoppel contact, lease agreement(s), trust or entity documents, death certificate (if a party in title is deceased), divorce decree or marital settlement (if divorced), marriage certificate, power of attorney, or — if you are a foreign person — your passport or resident alien (green) card.

Anything Else?

This is a sample of your branded online form. Fill it out and hit submit to see the experience — on your live site it's delivered straight to you as a PDF. Add forms to my site →

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