Unified Real Estate Document Solutions
Document Creation and Customization
Tailor Intake Forms
Capture client details and property information precisely with customizable intake forms to meet transaction needs.
Create Your Own Template (CYOT)
Create custom, legally compliant deeds and transfer form templates—no programming required.
Blanket Document Preparation
Streamline blanket document preparation for multi-property portfolio transactions through API integration.
Collaborative Workflow Management
Orders Revision
Manage document changes centrally, with clear contextual annotations for every revision request.
Document Delivery Scheduling
Tailor document delivery schedule to client's unique needs.
Document Production Audit Trail
Track order timelines and user activity in real-time.
Production Workspace
Collaborate through secured central hub for complex real estate transactions among all stakeholders.
e-Sign and e-Notary (Coming Soon)
Provide digital signatures and notarization with tamper-proof authentication for seamless document processing.
Out-of-State Deed Preparation
Streamline out-of-state document preparation with local attorney review to meet compliance.
White-Label Platform
Prepare documents and offer services under your brand with a custom subdomain and personalized branding options.
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Require Further Information (RFI)
Send personalized requests to clients for the missing information to complete document preparation.
Document Management and Security
Document Vault
Retrieve stored documents from a central location with built-in data protection.
Two-Factor Authentication
Public Property Data Integration
Validate property information through public records to ensure legal descriptions and facilitate seamless transactions.
DeedDrop
Deliver processed documents to the intended recipient through a secured, unique link.
Invoice and Reports
Order Insights and Reporting
Track order trends and make informed decisions.
Invoice Management
Transfer Tax Calculation
Recording Fee Calculation
Calculate recording fees and generate related information for property transactions across the U.S.
E-mail Blast
Communicate personalized, time-sensitive updates and alerts to clients in bulk.
