Streamlined document preparation for professionals to deliver personalized services
Document Creation and Customization
Capture client details and property information precisely with customizable intake forms to meet transaction needs.
Design state-compliant document templates from scratch using a no-code builder. Structure your document with placeholders, conditional fields, and jurisdiction-specific blocks.
Prepare state- and county-compliant documents for hundreds of properties in a single blanket order, with multi-property exhibit blocks, a single RFI queue and a global edit that updates all properties at once, in hours, not days.
Select the elements you want to update, then apply the change once - it carries across every document in the batch.
Grantor : Update grantor details - name, marital status, and vesting type - and apply the change across every document in the batch.
Grantee : Update grantee details - name, type, and address -and apply the change across every document in the batch.
Consideration Amount : Edit the sale price for the transaction. The change is tracked with redlines and applied to every document referencing this amount.
User Information : Update preparer details - name, email, turnaround time, and client reference - and apply the change across every document in the batch.
Final View : Preview the fully updated General Warranty Deed with all global edits applied. Review the final document before exporting.
Collaborative Workflow Management
Centralize all revision requests with contextual annotations per change. Every modification is tracked, attributed, and resolved without version conflicts.
Orders Revision
Schedule document delivery to match each client's closing timeline from one hour to a preferred date and time.
Document Delivery Scheduling
Every order action, status change, and user activity is logged in real-time with a complete, tamper-evident history for every transaction.
Document Production Audit Trail
Bring all transaction parties into a secure, invitation-only workspace. Share documents, communicate, and finalize. The workspace closes automatically once the transaction is complete.
Colab Zone
Provide digital signatures and notarization with tamper-proof authentication for seamless document processing.
Streamline out-of-state document preparation with local attorney review to meet compliance.
Prepare documents and offer services under your brand with a custom subdomain and personalized branding options.
Flag missing information and send targeted requests directly to the relevant party. RFI responses are logged into the order automatically - keeping processes on track without manual follow-up.
Document Management and Security
Store, organize, and retrieve completed documents from a centralized vault - protected with encryption and accessible only to authorized users.
Verify legal descriptions, ownership data, and parcel information against public records before document preparation begins.
Protect client accounts with an extra layer of security through two-factor verification.
Deliver completed documents to recipients through a secure, unique link.
Invoice and Reports
Monitor order volume, completion rates, RFI patterns, and revision activity through a real-time reporting dashboard - built for high-volume operational oversight.
Manage invoices efficiently with order visibility and detailed reporting.
Calculate transfer taxes and generate tax liability reports for nationwide real estate transactions.
Calculate recording fees and generate related information for property transactions across the U.S.
Send personalized, time sensitive updates to multiple clients simultaneously with templated, trackable emails delivered directly from the platform.
Yes. It calculates real estate transfer taxes and generates tax liability reports for transactions nationwide.
Yes. Intake forms and templates can be customized to match the specific transaction types and client requirements, and they stay compliant with state- and county-level rules across all 50 states.
A real-time dashboard monitors order volume, completion rates, RFI patterns, and revision activity, giving the operational oversight needed for high-volume workflows.