Forms & Documents

Submit a Contract

Have a signed purchase contract? Upload it (and any addenda) and we'll open your file and get title work started right away.

Buyer Information Sheet

Buying a property? Complete your buyer intake online and we'll receive it as a PDF — or download it to fill out by hand.

Seller Information Sheet

Selling a property? Complete your seller intake online and we'll receive it as a PDF — or download it to fill out by hand.

Payoff Authorization

Selling or refinancing? Sign this online to authorize us to request your current mortgage payoff — so your net sheet is accurate and every prior lien clears at closing.

Lien & Permit Search Acceptance

Buyers: after your title agent emails you the complete municipal lien and permit search, review every page and sign your acceptance online. Have the report open when you sign.

Title Commitment Acknowledgment

Buyers: after your title agent emails you the title commitment, review Schedule B (the exceptions) and sign your acknowledgment online.

Open a Title Order

Agents and lenders: open a new file in one step. Give us the property, parties, lender, and closing date and we'll start title work right away — no back-and-forth emails.

CPL / Closing Protection Letter

Lenders: request a Closing Protection Letter in seconds. Send us the loan, borrower, property, and closing date and we'll issue the CPL for your file.

Portal Access Authorization

Buyers & sellers: give written permission for your realtor, transaction coordinator, or attorney to access your secure document portal. It is now a section of your information sheet, so you sign it once while you complete your file details.