Deeds and Documents, the technology platform simplifies and streamlines complex real estate document preparation, facilitating real estate professionals to offer tailored services to their clients.
Capture client details and property information quickly with customizable intake forms to suit specific client needs
Eliminate manual editing of templates and Create Your Own Template (CYOT) easily through template builder and prepare state-specific, compliant deeds and transfer forms
Prepare complex blanket mortgage document preparation orders efficiently by optimizing property data through the platform to generate single or multiple liens, mortgages, and other legal instruments
Centralize revisions in one place to avoid version confusion. Collaborative annotations provide a clear context for each revision request
Offer convenient signing experience to your clients with digitally secure and tamper-proof e-documents through e-Sign and e-Notary
Enhance the user experience by allowing easy rescheduling of document deliveries, catering to individual needs and schedules
Track the complete order journey with clear records of all conversations and detailed order information for a unified approach
Optimize Invoice management through complete order visibility, with Invoice reports providing detailed transaction and payment information
Experience secure document management by storing, managing, and retrieving documents in a centralized repository, with robust security features ensuring data safety
Get a comprehensive, real-time overview of the orders. Monitor timelines, and view user activity ensuring the orders stay on track
Send out large-scale personalized emails to clients to quickly notify them of time-sensitive information
Safeguard client accounts from unauthorized access by implementing Two-Factor Authentication. This extra layer of security shields clients' information
Maintain your brand identity by delivering documents and invoices under your organization name, using your custom subdomain in the cloud application URL, and providing personalized services
Validate property information and legal description by leveraging public property data to improve the accuracy and efficiency of real estate transactions
Use the intuitive RFI (Require Further Information) function with personalized messaging to get the additional information required from the client to process an order
Centralize secure communication and collaboration for bulk and complex real estate transactions with clients and their stakeholders to make informed decisions
Streamline out-of-state deed preparation and get review attorney feedback in a secure and seamless manner
Deliver the processed documents through a secure and unique link through email. The link is accessible only to the intended recipient ensuring security and privacy
Calculate recording fees swiftly and have detailed recording-related information for diverse real estate transaction types across U.S. counties
Assess transfer tax and generate comprehensive tax liability reports for nationwide real estate transactions
Analyze order patterns and performance with detailed reporting function