Unified Real Estate Document Solutions Platform Features

Comprehensive Real Estate Document Preparation

Complete Platform for Real Estate Document Preparation Workflows

Document Creation and Customization Solutions

Customizable Intake Forms for Client Data

Create Your Own Template (CYOT) Feature

State-Compliant Deed Preparation

Multi-Property Blanket Document Preparation

Collaborative Workflow Management Tools

Centralized Document Revision Management

Flexible Document Delivery Scheduling

Comprehensive Order Tracking System

Secured Production Workspace for Stakeholders

Document Management and Security Features

Secure Document Vault and Storage

Document Production Audit Trail

Two-Factor Authentication Security

Public Property Data Integration

Tax Calculations and Compliance

Transfer Tax Calculations

Recording Fee Calculation

Out-of-State Compliance Management

Property Information Validation

White-Label Platform and Branding

Custom Subdomain and Branding Options

Personalized Client Communication Tools

Professional Branding Solutions

Integration and Delivery Solutions

Secure DeedDrop Document Delivery

Digital Signature and e-Notary Integration

Order Insights and Reporting Dashboard

Bulk Email Communication System

Document Creation and Customization

Tailored intake forms interface for real estate professionals, showing customizable client data collection fields and property information capture

Tailor Intake Forms

Capture client details and property information precisely with customizable intake forms to meet transaction needs.

Create Your Own Template (CYOT)

Design state-compliant document templates from scratch using a no-code builder. Structure your document with placeholders, conditional fields, and jurisdiction-specific blocks.

Create Your Own Template CYOT interface showing custom real estate document template builder with state-compliant deed creation tools

Blanket Document Preparation

Process hundreds of state-compliant documents across multiple properties simultaneously from a single consolidated input.

Collaborative Workflow Management

Orders Revision

Centralize all revision requests with contextual annotations per change. Every modification is tracked, attributed, and resolved without version conflicts.

Customizable intake forms for real estate document preparation showing form fields and dropdown menus
Document delivery scheduling dropdown showing flexible time options from 1 hour to preferred time for real estate documents

Document Delivery Scheduling

Schedule document delivery to match each client's closing timeline from one hour to a preferred date and time.

Document Production Audit Trail

Every order action, status change, and user activity is logged in real-time with a complete, tamper-evident history for every transaction.

Real estate document audit trail interface displaying order timeline, status updates, and user activity tracking in real-time
Production workspace interface showing deed preview, supporting documents section, and collaboration comments for real estate transaction management

Colab Zone

Bring all transaction parties into a secure, invitation-only workspace. Share documents, communicate, and finalize. The workspace closes automatically once the transaction is complete.

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.

Customizable white-label real estate document platform with branded login page, custom subdomain, and personalized branding options

White-Label Platform

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

Animated GIF demonstrating the Require Further Information (RFI) workflow in Deeds and Documents — depicting how users can request additional information, review responses, and maintain document accuracy throughout the real estate processing pipeline.

Require Further Information (RFI)

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

Document Vault

Store, organize, and retrieve completed documents from a centralized vault - protected with encryption and accessible only to authorized users.

Two-Factor Authentication

Icon for secure document vault storage Two-factor authentication security feature icon
Icon for public property data integration feature

Public Property Data Integration

Verify legal descriptions, ownership data, and parcel information against public records before document preparation begins.

Animated GIF demonstrating the Deed Drop workflow in Deeds and Documents — visually representing the process of uploading, sending, and tracking real estate deeds efficiently within the platform.

DeedDrop

Deliver completed documents to recipients through a secure, unique link.

Invoice and Reports

Order insights and reporting dashboard icon showing analytics and data visualization tools Icon for invoice management and billing features Transfer Tax Calculation

Order Insights and Reporting

Monitor order volume, completion rates, RFI patterns, and revision activity through a real-time reporting dashboard - built for high-volume operational oversight.

Invoice Management

Transfer Tax Calculation

Animated demonstration of transfer tax calculation process for property transactions

Recording Fee Calculation

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

Animated demonstration of email blast marketing campaign for document preparation solution

E-mail Blast

Send personalized, time sensitive updates to multiple clients simultaneously with templated, trackable emails delivered directly from the platform.