Purpose-Built for Real Estate Professionals

Key Challenges in Document Preparation

Who We Serve

Real Estate Attorneys

Title Agents

Real Estate Professionals

Default Servicing and REO Teams

Institutional and Portfolio Investors

Settlement and Closing Agents

PropTech and Software Integrators

Lenders and Loan Servicers

High-Volume Document Preparers

How to Order

Purpose-Built for Real Estate Professionals

Key Challenges in Document Preparation

Inconsistent templates and practices
Suboptimal processes
Fragmented communication

Who We Serve

Real Estate Attorneys

  • Customize templates to cater to transaction specific needs
  • Minimize document preparation time and focus on core legal tasks
  • Deliver documents under your firm's brand with white-label formatting and custom subdomain

Title Agents

  • Integrate with land registries and public records to eliminate manual searches
  • Automate property information retrieval to minimize human error
  • Process portfolio acquisitions and bulk transfers through a single centralized workflow

Real Estate Professionals

  • Auto-populate loan data directly into the document order system
  • Draft documents quickly and accurately while reducing manual data entry errors
  • Collaborate with all transaction parties through a secured, invitation-only workspace

Default Servicing & REO Teams

  • Prepare Deed in Lieu packages accurately, with notary and recording requirements built in
  • Move loss-mitigation cases faster with consistent, state-compliant documentation
  • Maintain a defensible audit trail across every step of the workout process

Institutional & Portfolio Investors

  • Process large-scale acquisitions and dispositions without a vendor bottleneck
  • Prepare deeds consistently across every state and county in a portfolio
  • Scale document volume up or down without renegotiating vendor contracts

Settlement & Closing Agents

  • Generate closing-ready documents without switching between preparation tools
  • Calculate transfer tax and recording fees automatically for each jurisdiction
  • Coordinate signing parties through a single, secure workspace

PropTech & Software Integrators

  • Embed document preparation into your own platform through a single API
  • Support MISMO XML and eNote formats natively, without custom mapping
  • White-label the output so documents carry your platform's branding, not ours

Lenders & Loan Servicers

  • Bulk-prepare assignments, satisfactions, and Deed in Lieu packages across a loan portfolio
  • Fannie Mae/Freddie Mac uniform instrument compliance built into every order
  • Integrate directly into your servicing system through API, without manual re-entry

High-Volume Document Preparers

  • Submit bulk orders through a consolidated spreadsheet or a single API call
  • Prepare documents in-house, with no dependency on external preparation vendors
  • Track every order with a full audit trail, from intake through dispatch

How to Order

Place orders through a guided order form, a consolidated spreadsheet, or a direct API call


Claude

Now also available through Claude — order documents from a conversation, using the MCP connector


The platform prepares every document the same way, regardless of how the order is placed