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Online intake & client forms

Forms that do the back-and-forth for you

Built into your site so agents, lenders, buyers, and sellers can submit everything online — no email tag, no paper chase. Every submission comes back to you as a completed PDF, ready to drop straight into the file in whatever title software you use. Branded to you, mobile-friendly, and delivered to your inbox or system. Pick the ones you need.

Submit a Contract

Clients upload a signed purchase contract and any addenda — you open the file and start title work right away.

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Buyer Information Sheet

Buyers complete intake online and you receive it as a PDF — or they download it to fill out by hand.

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Seller Information Sheet

Sellers complete intake online and you receive a PDF — or download it to complete on paper.

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Payoff Authorization

Sellers and refinancers e-sign to authorize a payoff request — so net sheets are accurate and prior liens clear at closing.

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Open a Title Order

Agents and lenders open a new file in one step — property, parties, lender, and closing date. No back-and-forth emails.

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CPL / Closing Protection Letter

Lenders request a CPL in seconds — loan, borrower, property, and closing date — and you issue it for the file.

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Order a Title Search

Attorneys and investors request a stand-alone title search without full file intake.

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Schedule a Closing

Parties pick a closing date, time, and location online — no phone tag.

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Commission Disbursement (CDA)

Realtors request their commission be disbursed directly at closing.

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Secure Document Upload

Clients upload IDs, payoffs, and sensitive documents through an encrypted portal.

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FIRPTA / Seller Tax (1099-S)

Collect foreign-seller withholding details and 1099-S info up front.

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Contract Deadline Calculator

Every contract deadline — inspection, financing, title, walk-through, closing — as calendar dates from the effective date.

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Every completed form lands in your inbox as a PDF you can load directly into the file — no retyping, works with whatever title software you use. Request a demo →

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