Start a New File

Let's open your file

Just the essentials β€” takes under 2 minutes. Your TC will follow up by email to gather the rest of the transaction details.

1What type of file?
BuyerOpening escrow
SellerPre-listing
2Client Info
Client 1 *

Up to 4 clients per file (e.g. spouses, co-buyers, LLC + members)

3Property
4Submitting Agent

Comma-separated. CCs on this file's confirmation only. Up to 10 emails. Merges with your default recipients set in onboarding.

5Documents
Upload what you have. All optional at this stage β€” send the rest by email later.
6Priority
7Notes (optional)