Document Preparation

Arriving at a signing to discover a page is missing from the closing package is a delay nobody wants. We build the system that verifies every document before the agent leaves the office.

What we build

• Package intake: Closing documents received and logged before the appointment.
• Completeness checks: Packages reviewed for missing pages or signatures before dispatch.
• Secure document storage: Digital copies stored and accessible per signing.
• Return shipping tracking: Completed packages tracked back to the title company or lender.

Implementation scope

Document preparation connects to scheduling, so a verified package is only dispatched once the appointment is confirmed.