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

Customizable Intake Forms

Capture client details and property information accurately with intake forms tailored to each transaction's requirements.

Customizable intake forms preview
Customizable intake forms preview

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.

Customizable intake forms preview
Customizable intake forms preview

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.

Customizable intake forms preview
Customizable intake forms preview

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

Customizable intake forms preview

Offer branded documents

Prepare compliant documents

Customizable intake forms preview
Customizable intake forms preview

Provide client-specific transaction services

Collaborate with Deeds and Documents

Enhance productivity through unified document solutions

Enhance productivity through unified document solutions preview Enhance productivity through unified document solutions

Access tailored solutions for complex multi-property transactions

Access tailored solutions for complex multi-property transactions preview Access tailored solutions for complex multi-property transactions

Collaborate and share documents securely

Collaborate and share documents securely preview Collaborate and share documents securely