About this template
Managing property transactions requires precise data collection from buyers, sellers, and lenders. This Title Request Google Form template streamlines the entire intake process for real estate professionals, title officers, and closing agents. Instead of tracking down missing details across endless email chains, use this structured form to gather all critical transaction data in one centralized place.
The template captures essential contact details for buyers, sellers, and realtors, alongside vital property addresses, purchase prices, loan amounts, and existing mortgage payoff details. It also includes fields for required title endorsements and document delivery preferences. By moving your title requests to Google Forms, you eliminate manual transcription errors and keep your closing team aligned.
Doc2Form makes it easy to deploy this template instantly into your workspace. Customize the questions to fit your specific agency requirements, share a single link with your clients or partners, and watch submissions flow directly into Google Sheets for effortless tracking and pipeline management.
Key features
- Collect buyer, seller, and realtor contact details in one submission.
- Capture exact property addresses and purchase price data effortlessly.
- Gather existing loan account and payoff lender information for closing.
- Specify required title endorsements and document delivery methods.
- Automatically organize all responses in a connected Google Sheet.
Use cases
Initiating new title orders for residential and commercial real estat…
Initiating new title orders for residential and commercial real estate sales.
Gathering mortgage payoff details from lenders prior to closing.
Collecting purchaser and borrower data for title insurance underwriting.
Managing document delivery preferences for escrow and legal teams.
What this form collects
- Full Name (Short answer)Enter your first and last name.
- Company Name (Short answer)If applicable, enter your agency, brokerage, or company name.
- Email Address (Short answer)Where should we send updates regarding this title request?
- Phone Number (Short answer)Enter the best phone number to reach you during business hours.
- Fax Number (Short answer)Optional fax number for document transmissions.
- Property Address (Paragraph)Enter the full street address, city, state, and ZIP code of the subject property.
- Purchaser / Borrower Name (Short answer)Provide the full legal name(s) of the buyer or borrower.
- Purchaser / Borrower Address (Paragraph)Current mailing address of the purchaser or borrower.
- Marital Status of Purchaser / Borrower (Dropdown)Select the marital status for title vesting purposes.
- Seller / Owner Name (Short answer)Provide the full legal name(s) of the current property owner or seller.
- Seller / Owner Address and Phone (Paragraph)Enter the contact address and phone number for the seller.
- 1st Payoff Lender and Loan Account ID (Short answer)Provide the name of the first mortgage lender and the associated loan account or ID number.
- 2nd Payoff Lender and Loan Account ID (Short answer)If applicable, provide the second mortgage or HELOC lender name and loan ID.
- Selling Realtor & Agent Details (Paragraph)Enter the name, agency, and phone number of the selling realtor and agent.
- Purchase Price (Short answer)Enter the agreed purchase price for the transaction.
- Transaction Type (Multiple choice)Indicate whether this is an all-cash purchase or financed transaction.
- Lender and Loan Amount (Short answer)If financed, enter the new lender name and expected loan amount.
- Required Title Endorsements (Paragraph)List any specific endorsements or requirements needed for this title policy.
- Document Delivery Method (Multiple choice)How would you prefer to receive completed title documents?
- Supporting Documents Link (Paragraph)Please paste a link to your file (Google Drive, Dropbox, etc.) or describe the documents you wish to attach.
- Additional Comments (Paragraph)Share any extra notes, special instructions, or timeline deadlines for this request.
FAQ
How do I customize this title request template?
Once you bring this template into your Google Forms account using Doc2Form, you can easily add, remove, or edit any questions to match your exact closing requirements.
Where do the form submissions go?
All responses are automatically saved in a secure Google Sheet linked to the form, allowing your entire real estate or legal team to review details in real time.
Can clients upload supporting documents through this form?
While Google Forms does not natively accept direct file uploads from anonymous users without restrictions, you can include a text field prompting clients to paste a secure link to their documents in Google Drive or Dropbox.
Is this title request template mobile-friendly?
Yes! All Google Forms are fully responsive, allowing buyers, sellers, and agents to submit and review requests directly from their smartphones or tablets.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.