For closing attorneys & title agencies
Files, trust accounting, documents, e-sign, and client portals — plus an ambient AI that reads your inbox, drafts your replies, and keeps every file moving while you close.
Workspaces are invite-only during the pilot.
The busywork happens on its own. Humans approve; nothing sends without you.
A lender asks about closing time. An agent sends the payoff. A buyer has a question.
Matched by file number, sender, or property address — with the full live file as context.
Grounded in real dates, real payoff status, real policy. You read, you click, it sends. That’s the whole job.
OpenFile watches your mailbox, matches every email to its file, and drafts the grounded reply — waiting for one click of approval. Nothing ever sends itself.
Paste a PSA or a realtor’s cover email. Parties, price, dates extracted; your workflow applied; intro letters drafted — before your coffee is cold.
Receipts and disbursements per file, one-click planning from the settlement statement, check printing, and three-way reconciliation that closes only at $0.00.
Settlement statements, the Closing Disclosure, deeds, affidavits, 1099-S, title commitments — generated from live file data, blanks highlighted.
Clients get a beautiful portal in your brand: closing countdown, plain-English progress, document upload, messaging, and signatures — no logins, no apps.
Policies, jackets, and CPLs tracked per underwriter; premiums auto-rated from your rate card; the monthly remittance report one click away.
Connect your current system and OpenFile imports your open files, parties, task checklists, commitments, and policies — then keeps itself current. Your data stays yours: export everything, any time, in one click.