Ownership changes
Capture who remains, joins, or leaves title without treating portal access as ownership.
Refinance
A clearer refinance setup from commitment to funding.
A refinance workflow for owners, title changes, lenders, existing debts, and the new commitment.
Start intakeLender instructions
Link lender and broker context through scoped organization relationships.
Provider states
Identity, e-signature, documents, and payment remain honest about pending or failed provider work.