Residential purchases
Buyer and seller information sheets, IDs, payoff authorizations
Collect each party’s details in their own room, so nobody sees another party’s personal information.
Refinances
Borrower information, payoff authorizations, insurance information
Gather payoff and borrower details quickly, with fewer calls to chase missing items.
Commercial closings
Entity documents, operating agreements, authority resolutions, estoppels
Invite every signer and decision-maker to one room, so the entity paperwork arrives together.
Trusts and estates
Trust certifications, death certificates, letters testamentary
Collect sensitive family documents privately, with a record of who accessed them.
Sellers out of the area
IDs, information sheets, mail-away instructions
Remote sellers upload from a phone and see every update in their room.
For sale by owner
Purchase agreements, IDs, payoff information
Give unrepresented parties one clear place for their documents and questions.
1031 exchanges
Exchange agreements, assignment documents, identification forms
Keep exchange paperwork with the rest of the file, shared only with the people who need it.
Different kind of file?
If your office trades documents with buyers, sellers or borrowers, a room works the same way. We’ll walk through it in a demo.
Book a demo