Real Estate Documents Needed Signed Real Estate NoteMax. file size: 512 MB. Security Instrument (Mortgage or Trust Deed)Max. file size: 512 MB. Lenders Title PolicyMax. file size: 512 MB. Escrow InstructionsMax. file size: 512 MB. Insurance PolicyMax. file size: 512 MB. Payment History Drop files here or Select files Max. file size: 512 MB. Cancelled Checks Bank Statements Other Paper Work to Prove Payments