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
Eliminate challenges of scaling and complexity in preparing blanket documents for multi-property portfolio transactions through API integration.
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
Deliver documents according to client timeline 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 for the missing information to complete document preparation.
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 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
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 alerts to clients in bulk.
Recording Fee Calculation
Calculate recording fees and generate related information for property transactions across the U.S.
Contact us to offer unique real estate document services!