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Reliable digital workflows for every transaction.

Title Verification

Automate property title checks to ensure clear transfer records without manual delays.

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Document Management

Securely store, share and track closing documents with encrypted digital solutions.

Approval Routing

Streamline stakeholder sign-offs with custom approval paths and digital signatures.

Compliance Tracking

Stay up to date on regulatory requirements with automated reminders and audit trails.

Why DealForma

Optimize Your Closing Process

DealForma integrates cutting-edge workflow tools and data validation to reduce manual steps, accelerate timelines and improve accuracy across every stage of a property transaction.

Integration APIs

Connect with existing CRMs, document repositories and public record databases through our flexible API framework.

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Custom Reporting

Generate detailed summaries on transaction status, outstanding items and team performance in real time.

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24/7 Support

Access our help desk and knowledge base any time to resolve issues and get guidance on best practices.

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