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.
STEP 1: SIGN UP
STEP 2: SET UP
STEP 3: RELAX
The File Auditor Process
(AKA The Secret Sauce)
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