Property and dates
Capture the address, agreement context, closing date, and conditions before staff review.
Purchase
A purchase workflow with property, dates, participants, financing, documents, and clear next actions.
Start a synthetic intakeCapture the address, agreement context, closing date, and conditions before staff review.
Keep purchasers, title roles, lenders, brokers, and authority questions explicit.
The client portal will project the next approved task instead of exposing internal workflow codes.