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SMART FILE AUDITING

Streamline your 
file management.

Smart software using artificial intelligence that manages, organizes, and reviews (for compliance, liability reduction, completion, correctness) real estate documents related to the sale or lease of real estate.

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STEP 1: SIGN UP

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STEP 2: SET UP

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STEP 3: RELAX

The File Auditor Process
(AKA The Secret Sauce) 

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When you sign up you will deal directly with our leadership team to work through setting up all of the forms your company uses.

Once the upfront set up is complete, you can kick back and relax knowing your document compliance issues are a thing of the past. 

Step 1:
Template Setup

We set up templates for each of your standard contracts

Step 4:
Smart Auditing

File Auditor reviews the file, and reports back errors and missing documents

Step 2:
Set Rules

We set up rules for

each template

Step 5:
Transaction Approval
 

File upload and audit repeated until the transaction is approved

Step 3:
Upload Files

You upload the paperwork you want smart audited

for compliance

Step 6:
Cloud Storage

The file is securely stored for you to have easy access

Try it out,
we know you'll love it.

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