Templates/Real Estate Transaction Documents

Real Estate Transaction Documents

Real EstateReal Estate Agents & Brokers

Everything needed to close a real estate transaction. Buyer and seller documentation in one organized checklist.

Use This Template6 required, 4 optional items

Document Checklist (10 items)

Photo ID

Required

Government-issued photo identification

Pre-Approval Letter

Required

Mortgage pre-approval from lender

Proof of Funds

Required

Bank statements showing down payment funds

Purchase Agreement

Required

Signed purchase and sale agreement

Home Inspection Report

Professional home inspection results

Appraisal Report

Property appraisal from lender

Title Insurance Commitment

Preliminary title report or commitment

Homeowners Insurance

Required

Proof of homeowners insurance policy

HOA Documents

Association rules, fees, and financial statements (if applicable)

Disclosure Forms

Required

Seller's property disclosure statement

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