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Real Estate, Escrow & Title

Protect the biggest investment most people ever make.

Real estate is most people's biggest investment. Wire instructions and closing documents are exactly what criminals target.

The problem

Closing documents are a target.

Wiring instructions, purchase contracts and closing packages move between escrow, title, agents, lenders and buyers by email. Once sent, anyone with a copy can read, forward or imitate them.

What SafeSuite lets you do

  • Send wiring instructions only the intended party can open
  • Set access for a limited time, such as until close
  • Track every open: who, when and where
  • Revoke access instantly, even after delivery
  • Protect purchase contracts, disclosures and closing packages
  • Give agents and lenders controlled access without a seat

Always verify wiring instructions by phone using a known number.

The Escrow & Title Case Template

Sample data

A ready-to-use workflow, set up for your firm. We can run admin for you, or your team can.

Stored in your private vaultPrivate AI assistancePolicy-protected sharing (SafeSuite)

Templates are workflow tools. Your firm remains responsible for its regulatory obligations.

See it in your firm first: we'll set up a sample workspace.

Request this template

We'll only contact you about this request.

Run it yourself, or have it managed for you.

Most teams run it themselves. We'll set you up with a ready-made format and training. Short on staff or IT? We can be your administrator.

Ask about managed admin

Questions

See your data stay yours.

Try it free for 30 days, or let us walk you through it in 15 minutes.