Unique Real Estate Document Solutions to Establish a Niche
Deeds and Documents offers unique Document solutions designed
specifically
for Real Estate Professionals to deliver efficient services to their clients.
The platform
provides several key features that include
Tailor Intake Forms
Capture client details and property information quickly with customizable intake forms to suit specific client needs
Create Your Own Template (CYOT)
Eliminate manual editing of Templates and Create Your Own Template (CYOT) easily through the template builder and prepare State-specific, Compliant Deeds and Conveyance Forms
Multi-Property Documents Preparation
Streamline Multi-Property orders by optimizing property data to generate single or multiple documents quickly and efficiently
Collaborative Revision of
Deeds and Documents
Centralize revisions in one place to avoid version confusion. Collaborative annotations provide a clear context for each revision request
e-Sign and e-Notary
Offer convenient signing experience to your clients with digitally secure and tamper-proof e-documents through e-Sign and e-Notary
Document Delivery Re-Schedule
Enhance the user experience by allowing easy rescheduling of document deliveries, catering to individual needs and schedules
Order Information Module
Track the complete order journey with clear records of all conversations and detailed order information for a unified approach
Invoice and Report Management
Optimize Invoice management through complete order visibility, with Invoice reports providing detailed transaction and payment information
Document Repository
Experience secure document management by storing, managing, and retrieving documents in a centralized repository, with robust security features ensuring data safety
Document Production Audit Trail and User Log
Get a comprehensive, real-time overview of the orders. Monitor timelines, and view user activity ensuring the orders stay on track
E-mail Blast
Send out large-scale personalized emails to clients to quickly notify them of time-sensitive information
Two-Factor Authentication
Safeguard client accounts from unauthorized access by implementing Two-Factor Authentication. This extra layer of security shields clients' information
White-label Real Estate
Document Preparation
Maintain your brand identity by delivering documents and invoices under your organization name, using your custom subdomain in the cloud application URL, and providing personalized services
Property Data Integration
Validate property information and legal description by leveraging public property data to improve the accuracy and efficiency of Real Estate transactions
Require Further Information (RFI)
Use the intuitive RFI (Require Further Information) function with personalized messaging to get the additional information required from the client to process an order
Production Workspace
Centralize secure communication and collaboration for Bulk and Complex Real Estate transactions with clients and their stakeholders to make informed decisions
Out-of-State Deed Preparation
Streamline out-of-state Deed Preparation and get Review Attorney feedback in a secure and seamless manner
DeedDrop
Deliver the processed Documents through a secure and unique link through email. The link is accessible only to the intended recipient ensuring security and privacy