Error-Free Closings, Every Time
AI-powered closing coordination that handles CD preparation, TRID timing compliance, wire instructions, and closing package assembly — reducing closing errors by 95%.
Closing coordination dashboard
Complete Closing Automation
From CD preparation to closing package delivery, the Closing Agent ensures every detail is perfect and every deadline is met.
CD Preparation
Automated Closing Disclosure preparation with fee tolerance validation against the most recent LE
TRID Timing
Durable workflow timers enforce 3-business-day CD waiting period and re-disclosure deadlines
Wire Instructions
Secure wire instruction generation with fraud detection, dual approval, and encrypted transmission
Package Assembly
Complete closing package assembly with document verification and compliance checks
Zero-Defect Closings at Scale
TRID Compliance Built-In
Durable workflow timers enforce every TRID deadline automatically. The system won't allow a closing to proceed until all timing requirements are satisfied.
Wire Fraud Prevention
AI-powered wire instruction validation detects anomalies, verifies routing numbers, and requires dual approval for high-value transfers.
Multi-Party Coordination
Seamlessly coordinate between title companies, attorneys, real estate agents, and borrowers to ensure everyone is aligned for a smooth closing.
Closing Capabilities
Closing Performance That Delivers
Closing Agent FAQ
Common questions about our AI-powered Closing Agent
How does the Closing Agent prepare Closing Disclosures?
The Closing Agent automatically compiles all loan terms, fees, and costs into the Closing Disclosure form. It cross-references the final CD against the most recent Loan Estimate to ensure fee tolerances are met under TRID regulations, flags any discrepancies, and generates the CD for review before delivery to the borrower.
How does the Closing Agent manage TRID timing requirements?
The Closing Agent enforces the 3-business-day CD waiting period using durable workflow timers. It tracks delivery timestamps, calculates the earliest permissible closing date, monitors for changes that trigger re-disclosure, and ensures no closing occurs before the waiting period expires.
How are wire instructions handled securely?
Wire instructions are generated from verified title company records, validated against known fraud patterns, and require dual approval for amounts exceeding $500K. The Closing Agent uses encrypted channels for wire detail transmission and maintains a complete audit trail of all wire-related communications.
What goes into the closing package?
The Closing Agent assembles the complete closing package including the Note, Deed of Trust/Mortgage, CD, right of rescission (if applicable), title documents, insurance binders, and all required disclosures. Every document is verified for completeness and accuracy before the package is sent to the closing table.
Can the Closing Agent coordinate with title companies and attorneys?
Yes. The Closing Agent integrates with title companies for document exchange, fee reconciliation, and closing scheduling. It communicates settlement figures, tracks document receipt, and coordinates closing times across all parties — borrower, title, attorney, and real estate agents.