Key Challenges in Document Preparation
Who We Serve
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
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
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
Customizable Intake Forms
Capture client details and property information accurately with intake forms tailored to each transaction's requirements.
Template Builder
Build custom, legally compliant deed and transfer form templates - no coding required.
Secure Document Revision Requests
Manage all document changes from one place, with clear annotations that provide context for every revision request.
Convenient sign-in experience to clients
Give clients a smooth, hassle-free sign-in experience with a simple and secure access flow.
Transfer Tax Calculator
Instantly calculate transfer tax and generate all related documents for property transactions across the U.S.
Intuitive RFI Feature
Send targeted, personalized requests to clients for any missing information needed to complete document preparation.
The Outcome
Deeds and Documents, the unified real estate document preparation platform
Offer branded documents
Prepare compliant documents
Provide client-specific transaction services
Collaborate with Deeds and Documents
Enhance productivity through unified document solutions
Access tailored solutions for complex multi-property transactions
Collaborate and share documents securely
