Everything you need to automate and streamline your closing process
Generate all required closing documents automatically from a single data entry
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.
Create detailed HUD-1 forms for all transaction types. Automatic proration calculations and proper categorization of all fees and charges.
Professional ALTA statements for buyers, sellers, and combined transactions. Supports all standard real estate transaction types including purchases, sales, and refinances.
Pull every reportable closing for a tax year, validate the batch, and transmit Form 1099-S to the IRS electronically through TaxBandits. Inline errors show exactly what to fix, and submission IDs come back for tracking.
Create properly formatted grant deeds and other transfer documents. Template library includes customizable forms for various transaction types.
Build your own document templates with dynamic field mapping. Reuse templates across multiple matters for consistent, professional output.
Let Docketman handle the complex calculations and repetitive tasks
Docketman automatically handles all the mathematical complexity of real estate closings:
Balance your books with confidence
Track all incoming and outgoing funds with detailed disbursement ledgers. Docketman automatically categorizes transactions and ensures your ledger balances to the penny.
Print professional checks directly from Docketman. Compatible with standard check stock and integrated with your disbursement ledger for seamless accounting.
Build a database of contacts and templates for faster closings
Maintain a database of frequently used contacts including lenders, title companies, realtors, and settlement agents. Reuse contact information across multiple matters.
Store information for commonly used entities like title companies, escrow agents, and county clerks. Never re-enter the same information twice.
Build a library of document templates customized for your practice. Create templates for different transaction types and jurisdictions.
Connect QuickBooks Online, map your chart of accounts once, and push a matter's ledger across as journal entries. No re-keying the same numbers into your books.
Deadlines, checklists, and firm-wide visibility built around the closing date
Every new matter gets your firm's checklist for that matter type automatically. Each item becomes a task with a due date calculated from the closing date and an assignee taken from the responsible attorney or clerk.
See open work across every matter from one page. Overdue tasks are flagged in red, and assignees get a digest of what has been handed to them.
Every matter appears on its closing date, colour-coded by responsible attorney, so you can see whose closings land on which day. Month, week, day, list, and year layouts, plus ad-hoc events.
Open matters, closings in the next 30 days, and overdue tasks at a glance - plus reports you can view on screen, print to PDF, or export to CSV.
Set each one up once for your firm, then work from inside the matter
Import matters and contacts, map your Clio custom fields, sign in with your Clio account, and push every generated document back to the right Clio matter.
Map your chart of accounts once, then send a matter's ledger to QuickBooks as journal entries with per-transaction sync status.
Email documents for legally binding electronic signature. The signed copy and its tamper-evident audit page file themselves back into the matter.
Create labels for any contact on the matter, save the label to the file, and refresh delivery status on demand.
Start your free trial and see how Docketman can transform your real estate practice