New buyer intake

Buyer information sheet.

Congratulations on the purchase. This is everything we need to prepare accurate closing documents and hold your date. About ten minutes, and you can photograph your documents straight from your phone.

Please don’t enter sensitive numbers here.

No Social Security numbers, no loan account numbers, no bank details. We collect those through a secure channel closer to closing. And the one that matters most: we never send or change wiring instructions by email. Call us on a number you already have before moving any money.

About the buyer(s)

Names here go straight onto your deed and title policy, so please enter them exactly as they appear on your identification. A missing middle initial can hold up a closing.

Buyer full legal name *

Marital status

Co-buyer full legal name (if any)

Co-buyer marital status

If both are married, are you married to each other?

Contact information

Current address *

Mailing address after closing, if different

Cell phone *

Email *

Home phone

Work phone

Property and closing

Whether a survey is required depends on your lender and on the property. If one is needed we will order it on your behalf and tell you the cost before we do.

Property being purchased *

State *

Will this be your primary residence?

Have you sent your earnest money deposit?

Would you like a survey?Not applicable to most condominiums.

If the property has an association, have you applied for approval?

How would you like to close?

If mail-away or mobile, where should the notary meet you?

Lender

That acknowledgement is not boilerplate. Wire fraud is the largest financial risk in a real estate transaction and one phone call prevents almost all of it.

Lender name

Lender phone

Lender email

I understand that all closing funds must reach the escrow account by wire or certified funds before closing, and that I will telephone Stalwart on a number I already hold to confirm the instructions before sending anything.

How you will take title

How you hold title determines what happens to the property if one owner dies, and it has real consequences. We are not able to advise you on which to choose — that is a question for an attorney. Say ‘not sure yet’ and we will raise it before closing rather than let it default.

Exact name(s) for the deed

Manner of holding title

Address for the deed and property mail

Documents and identity

Photograph them with your phone or upload files — PDF, JPG, PNG or HEIC. Useful ones: passport, marriage certificate, trust or entity documents, a power of attorney, or your loan pre-approval or commitment letter.

Photo ID — frontDriver's licence or passport

Photo ID — back

Additional documentsYou can add several at once

Anything else

Anything else we should know

Prefer to talk it through? Pennsylvania (412) 677-2311, Alabama (256) 692-0808.

Keep reading

What is a title commitment?

Closing a Pennsylvania property

Closing an Alabama property

Forms & documents

Open a title order

Talk to us