Document Preparation Solutions

Customized Intake Forms

Design personalized intake forms to gather client information efficiently. Streamline your data collection process with intuitive, customizable forms.

Deed Preparation

Create and manage custom, compliant deeds with the deed preparation platform. Automate repetitive tasks while maintaining accuracy.

Seamless Collaboration

Collaborate effortlessly with all parties involved in real estate transactions. Share, review, and finalize documents in one unified platform.

Deeds

Create custom deeds and documents

Blanket Documents

Prepare blanket documents for single and multiple property portfolio transactions

Transfer Forms

Auto-populate transfer form with data taken from intake form

Custom Documents

Tailor transaction specific documents

Significant State-Specific Solutions

We assist in preparing a variety of state-specific documents

Arizona

Spousal Disclaimer Deeds to facilitate property transfers between spouses.

California

Grant Deeds and Interspousal Deeds for seamless property transfers and title clarifications.

Virginia

Deeds of Gift for transferring property without monetary exchange.

Louisiana

Act of Cash and Act of Donation documents to streamline property exchanges and estate planning.

Washington

Statutory Warranty Deeds to ensure a clear and guaranteed property title.

Blanket Document Preparation

An optimized solution for preparing blanket documents in multi-property transactions.

Recording Fee and Transfer Tax Calculations

Calculate transfer taxes and recording fees for nationwide real estate transactions.