Comprehensive Document Generation

Generate all required closing documents automatically from a single data entry

Closing Disclosures (CD)

Generate TILA-RESPA compliant Closing Disclosure forms with automatic calculations for loan terms, closing costs, and cash to close amounts. Export to PDF for easy distribution.

HUD-1 Settlement Statements

Create detailed HUD-1 forms for all transaction types. Automatic proration calculations and proper categorization of all fees and charges.

ALTA Settlement Statements

Professional ALTA statements for buyers, sellers, and combined transactions. Supports all standard real estate transaction types including purchases, sales, and refinances.

IRS eFile Integration

Electronically file Form 1099-S directly with the IRS through our integrated eFile system. Streamlined submission process ensures timely compliance with federal reporting requirements.

Grant Deeds

Create properly formatted grant deeds and other transfer documents. Template library includes customizable forms for various transaction types.

Custom Documents

Build your own document templates with dynamic field mapping. Reuse templates across multiple matters for consistent, professional output.

Intelligent Automation

Let Docketman handle the complex calculations and repetitive tasks

Complex Real Estate Calculations

Docketman automatically handles all the mathematical complexity of real estate closings:

  • Property tax prorations
  • HOA fee calculations
  • Rent prorations
  • Interest calculations
  • Government recording charges
  • Title insurance premiums
  • Commission splits
  • Cash to close calculations
Automated Calculations

Complete Ledger Management

Balance your books with confidence

Disbursement Ledgers

Track all incoming and outgoing funds with detailed disbursement ledgers. Docketman automatically categorizes transactions and ensures your ledger balances to the penny.

Key Features:

  • Automatic ledger balancing
  • Transaction categorization
  • Audit trail maintenance
  • Multi-party disbursements
  • Wire transfer tracking

Check Printing

Print professional checks directly from Docketman. Compatible with standard check stock and integrated with your disbursement ledger for seamless accounting.

Benefits:

  • Professional check formatting
  • Automatic ledger updates
  • Batch printing capability
  • Voided check tracking
  • Check number management

Smart Data Management

Build a database of contacts and templates for faster closings

Contact Database

Maintain a database of frequently used contacts including lenders, title companies, realtors, and settlement agents. Reuse contact information across multiple matters.

Entity Management

Store information for commonly used entities like title companies, escrow agents, and county clerks. Never re-enter the same information twice.

Template Library

Build a library of document templates customized for your practice. Create templates for different transaction types and jurisdictions.

QuickBooks Export

Export transactions to QuickBooks for seamless accounting integration. Keep your books in sync with your closing activities.

Seamless Integration

Work within your existing workflow

QuickBooks Export

Export your closing transactions directly to QuickBooks for simplified accounting. Docketman formats your data to match QuickBooks requirements, eliminating manual data entry in your accounting system.

  • Direct export to QuickBooks
  • Proper transaction categorization
  • Trust account tracking
  • Reconciliation support
QuickBooks Integration

Experience All These Features Today

Start your free trial and see how Docketman can transform your real estate practice