Unique Real Estate Document Solutions

Document Creation and Customization

Tailor Intake Forms

Capture client details and property information precisely with customizable intake forms to meet business needs.

Create Your Own Template (CYOT)

Eliminate manual editing by creating custom templates through the intuitive interface to prepare state-specific, compliant deeds and transfer forms.

Blanket Document Preparation

Streamlined blanket document preparation solution that eliminates complexity in multi-property portfolio transactions, prevents manual errors and significantly reduces administrative time and overhead.

Collaborative Workflow Management

Collaborative Revision

Manage document changes centrally, with clear contextual annotations for every revision request.

e-Sign and e-Notary (Coming Soon)

Provide digital signatures and notarization with tamper-proof authentication for seamless document processing.

Document Delivery Scheduling

Reschedule document deliveries easily to align with client timelines and preferences.

Order Information Module

Track order details from start to finish with communication logs.

Production Workspace

Centralized, secure communication and collaboration for complex real estate transactions with clients and stakeholders.

Out-of-State Deed Preparation

Streamline out-of-state deed preparation with local attorney review, opinion and ensure compliance.

White-Label Platform

Prepare documents and offer services under your brand with a custom subdomain and personalized branding options.

Require Further Information (RFI)

Send personalized requests to clients to obtain the missing information required to process their orders.

Document Management and Security

Document Vault

Store and retrieve documents in a central location with robust data protection.

Document Production Audit Trail

Track order timelines and user activity in real-time.

Two-Factor Authentication

Protect client accounts with an extra layer of security through two-factor verification.

Public Property Data Integration

Validate property information through public records to ensure legal descriptions and facilitate seamless transactions.

DeedDrop

Deliver processed documents through secure, unique links accessible only by intended recipients.

Invoice and Reports

Order Insights and Reporting

Analyze order patterns and performance with the reporting function.

Invoice Management

Manage invoices efficiently with order visibility and detailed reporting.

Transfer Tax Calculation

Calculate transfer taxes and generate tax liability reports for nationwide real estate transactions.

E-mail Blast

Communicate personalized, time-sensitive updates and announcements to clients in bulk.

Recording Fee Calculation

Calculate recording fees and generate related information for property transactions across the U.S.

Connect with us to offer unique real estate document services!