Document Request Forms

Standardized forms for requesting client documents - comprehensive collection covering all transaction requirements.

Document Categories

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Lender Documents

Loan and financing related document requests

2
forms
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Title Company

Title, escrow, and closing related documents

1
forms
👤

Seller Documents

Required disclosures and seller documentation

1
forms
👥

Buyer Documents

Buyer requirements and documentation

1
forms
🔍

Inspection Reports

Inspection and assessment documentation

1
forms
🏢

HOA Documents

Homeowners association documentation

1
forms
Showing 7 of 7 forms

Initial Loan Document Request

Comprehensive request for all loan-related documents at the start of the transaction

Lender DocumentsHIGH PRIORITYLender/Loan Officer
Documents Required:5 of 6
Timing:Within 24 hours of contract
Follow-up:3 days

Loan Status Update Request

Regular status update request to monitor loan progress

Lender DocumentsMEDIUM PRIORITYLender/Loan Officer
Documents Required:4 of 5
Timing:Weekly or as needed
Follow-up:2 days

Title Company Document Request

Initial request for title-related documents and services

Title CompanyHIGH PRIORITYTitle Company/Escrow Officer
Documents Required:6 of 6
Timing:Within 24 hours of contract
Follow-up:3 days

Seller Disclosure Documents

Required disclosures and documentation from seller

Seller DocumentsHIGH PRIORITYSeller/Seller Agent
Documents Required:3 of 6
Timing:Within 48 hours of contract
Follow-up:2 days

Buyer Document Requirements

Documentation needed from buyer for transaction completion

Buyer DocumentsMEDIUM PRIORITYBuyer/Buyer Agent
Documents Required:4 of 5
Timing:Within 3 days of contract
Follow-up:3 days

Inspection Documentation Request

Request for inspection reports and related documentation

Inspection ReportsHIGH PRIORITYInspector/Buyer Agent
Documents Required:2 of 4
Timing:After inspection completion
Follow-up:1 days

HOA Document Package Request

Complete HOA documentation package for buyer review

HOA DocumentsMEDIUM PRIORITYHOA Management Company
Documents Required:5 of 6
Timing:Within 3 days of contract
Follow-up:5 days

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Document Request Best Practices

Send Early & Often

Send document requests immediately after contract acceptance. Follow up consistently until all documents are received.

📋

Be Specific

Clearly specify format requirements, deadlines, and submission methods. Include examples when helpful.

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Multi-Channel Follow-up

Use email, phone calls, and text messages for follow-up. Track response times and escalate when necessary.