Real Estate Closing Document Request Form

Simplify Your Real Estate Closing with Paperform

Buying a home is one of the biggest financial decisions you'll ever make—and the closing process shouldn't add unnecessary stress. This Real Estate Closing Document Request Form template helps homebuyers, real estate agents, title companies, and mortgage lenders coordinate all the paperwork needed for a successful property closing.

Whether you're a first-time homebuyer navigating the maze of closing documents or a real estate professional managing multiple transactions, this template provides a clear checklist of required documents, property details, and title company coordination fields—all in one organized form.

Built for Real Estate Professionals and Homebuyers

This template is designed specifically for:

• Real estate agents managing buyer transactions and coordinating with title companies
• Mortgage brokers and loan officers collecting closing documentation from clients
• Title companies requesting outstanding documents from buyers and sellers
• Real estate attorneys streamlining document collection for closings
• Homebuyers who need a clear checklist of what to submit and when

What Makes This Template Essential

Real estate closings involve dozens of documents, multiple parties, and tight deadlines. This form template helps you:

• Capture complete property information including address, purchase price, and closing date
• Provide a comprehensive document checklist covering identification, financial records, insurance, and legal documents
• Coordinate with title companies by collecting contact information and escrow details
• Set clear expectations with delivery instructions and deadline tracking
• Reduce back-and-forth by collecting everything needed in one submission

The conditional logic ensures buyers only see relevant document requests based on their transaction type, and file upload fields make it easy to submit everything digitally—no more scanning, emailing, and losing track of what's been sent.

Automate Your Closing Workflow with Stepper

Once a homebuyer submits their documents, you can use Stepper to automatically:

• Send confirmation emails to the buyer with a checklist of received documents
• Notify your title company or closing coordinator when submissions arrive
• Create tasks in your project management system for document review
• Update your CRM with closing status and outstanding items
• Trigger reminders for missing or incomplete documents as the closing date approaches

This automation keeps everyone aligned and ensures nothing falls through the cracks during the critical weeks before closing.

Designed for Professional Service Workflows

With Paperform's doc-style editor, you can customize this template to match your brokerage or law firm's brand, add your logo, adjust the document checklist for your state's requirements, and embed it on your website or send it as a secure link. The form works beautifully on mobile, so buyers can upload documents from their phone wherever they are.

For real estate professionals managing multiple clients, Paperform's Agency+ plan lets you organize forms by brokerage, manage team permissions, and keep all closing documentation organized in one secure platform.

Start using this Real Estate Closing Document Request Form template today and turn a complex, paper-heavy process into a streamlined digital experience that gets deals to the closing table faster.