Quickly Prepare Real Estate Document with predefined templates

Real Estate Order Insights, RFI Services & Production Workspace

collaborative production workspace & real property deed preparation

Manage Invoices, Tax Calculations & Recording Fees for Real Estate transactions

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.

Animated GIF of brand building and client management for real estate professionals
Animated GIF of brand building and client management for real estate professionals

White-Label Platform

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

Animated GIF demonstrating the collection of additional information during legal document preparation

Require Further Information (RFI)

Send personalized requests to clients for the missing information to complete document preparation.

Animated GIF demonstrating the collection of additional information during legal 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.

Animated GIF of verifying public records for accurate real estate data and transaction details.
Animated GIF of verifying public records for accurate real estate data and transaction details.

Public Property Data Integration

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

Animated GIF showing secure document transfer in real estate transactions.

DeedDrop

Deliver processed documents to the intended recipient through a secured, unique link.

Animated GIF showing secure document transfer in real estate transactions.

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.

Animated GIF illustrating bulk emails and updates to clients using prebuilt templates.
Animated GIF illustrating bulk emails and updates to clients using prebuilt templates.

E-mail Blast

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

Animated GIF of precise recording fee calculations for real estate transactions.

Recording Fee Calculation

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

Animated GIF of precise recording fee calculations for real estate transactions.

Contact us to offer unique real estate document services!