Automatically open orders from emails, purchase agreements, and lender forms. Extract buyer, seller, and property data directly into your production system.
AI agents visit county and municipal websites to retrieve current owner information, tax cards, parcel IDs, and other property information — added directly to your file.
Extract and compare fees and data from lender closing disclosures with the data in your order. Apply configurable rules to accept or flag differences automatically.
Split, classify, and restack closing packages. Compare signed and pre-signed packages to detect missing signatures, dates, initials, and notary stamps.
Automatically match incoming emails and attachments to the correct file in your production system. Classify documents by type without manual review.
Review trusts, operating agreements, and bylaws. Receive a detailed report summarizing entity status, signing authority, and key provisions.
Articles that will help the user setup their account initially.
