Every lien release and assignment, recorded right the first time.

DashDocs automates the entire lien release and assignment process in one platform, from data intake and document generation through signing, recording, and the recorded copy back to the consumer.

Every payoff

a lien release owed on every loan

93%

national eRecording coverage

Nationwide

manual recording for the rest

Document Generation Made Simple

One Platform, From Payoff to Recorded Copy

A low-code platform that streamlines business workflows and adapts to the evolving mortgage landscape with integrated document generation and rules-based automation.

01
  • Ingest

Multiple ways in: API, S3, SFTP, or order entry.

02
  • Automate

Capture all the fields mapped in template setup.

03
  • Generate

Documents are built from mortgage data mapped to the state template.

04
  • Sign

eSign through an encrypted signer link where available; print-and-sign for other states.

05
  • Record

eRecording via Simplifile, CSC, and ePN. Manual recording, with fees calculated through Lodestar.

Functionality Overview

See the Platform

A single-pane interface built for production teams and the managers who oversee them.

Illustration of the DashDocs Order Ingestion screen

Receive paid-in-full files via the interface, bulk upload, SFTP, or API, with validation against critical field requirements.

Illustration of the DashDocs Address Validation screen

Smart checks validate address and county data through Google and USPS.

Illustration of the DashDocs Loan Information screen

A single-pane view for a consistent interface that builds user familiarity.

Illustration of the DashDocs Order Functions screen

Tasks, milestone triggers, and automations reduce manual work.

Illustration of the DashDocs My Loans screen

A user-designed custom view for a quick start to production.

Illustration of the DashDocs Reporting & Scheduler screen

Save custom filters and schedule them as automatic report emails.

Illustration of the DashDocs Dashboard screen

A quick view of production and status for managers.

Illustration of the DashDocs Bulk Actions screen

Update multiple orders, statuses, fields, and documents at once.

Illustration of the DashDocs Template Configuration screen

Adjust templates quickly based on recording rejects and county changes.

Key Features

Built for Scale, Speed and Control

  • Cloud-Native Infrastructure

Secure, scalable, and accessible from anywhere.

  • Centralized Vendor Management

One streamlined platform to oversee all vendor activity.

  • Robust API Integration

Seamlessly connects with your existing systems and tools.

  • Dedicated Vendor Portal

Simplifies collaboration and data exchange with vendors.

  • Advanced Custom Reporting

Filter and view data in ways that drive action and insight.

  • Flexible Workflow Builder

Tailor workflows to specific channels, vendors, or states.

Compliance Made Easy

  • Track loan status at every stage to meet regulatory demands
  • Visual, color-coded compliance day reporting
  • Real-time template customization based on county feedback

Vendor Management Automation

  • Auto-assign loans by county and state
  • Multiple options for exchanging information with vendors
  • Workflow logic defined by vendor, channel, or geography
Full Service

Lien Release Processing, Handled End to End

Prefer to hand it off? Our team prepares, submits, and tracks every release, then mails the recorded copy to the consumer.

  • Preparation of release of lien documentation
  • Consumer letters and mailers
  • Submission for recording
  • 3rd-party research of public records
  • Recordability review and county-level compliance
  • Recorded copy mailed to consumer
Technology Built for Results

Designed by Legal Professionals Who Know the Work

DashDocs is backed by a law firm with deep regulatory expertise and a commitment to strict compliance standards.

01   Technology platform developed for complete control and customization

02   Intelligent workflow engine that automates essential document generation

03   Agile architecture that adapts quickly to evolving state and county requirements

04   Seamless integration with industry platforms through open API architecture

05   Built-in compliance safeguards with SLA monitoring and comprehensive order tracking

06   Bulk processing and streamlined approval workflows for higher throughput

Ready to Take Lien Releases Off Your Plate?

Tell us about your volume and workflow. We’ll show you DashDocs for your own use case.

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