How It Works
Four Steps to Closing-Ready Documents
Automate Loan Docs replaces the back-and-forth of traditional legal document preparation with a streamlined, AI-powered workflow. Enter your deal terms, and the platform does the rest — generating a complete, state-compliant document package in minutes.
Step 1: Enter Loan Details
Input your borrower information, property address, loan amount, interest rate, term, and deal structure. The platform guides you through every required field with smart defaults based on your loan type.
Step 2: Select Your Documents
Choose the documents you need — Promissory Notes, Deeds of Trust, Mortgages, Loan Agreements, Guaranties, Disclosures, Compliance Riders, and more. The AI recommends the right package based on your deal type.
Step 3: AI Adjusts for Compliance
The platform automatically applies state-specific requirements, mandatory disclosures, usury provisions, and compliance riders. No manual research. No guessing. The AI handles it.
Step 4: Generate & Close
Download your complete document package. Review, customize any language, add your branding, and get to the closing table — all in minutes, not days.
What Makes It Different
This isn't just document automation. It's AI-powered legal technology built by the attorneys who defined private lending law.
Smart Document Recommendations
Tell the platform about your deal, and AI suggests the exact documents you need — including riders and disclosures you might have missed.
State Compliance Engine
50 states. 50 sets of rules. The compliance engine tracks regulatory requirements across every jurisdiction and applies them automatically.
Custom Clause Library
Build and save your own clauses, provisions, and boilerplate language. The platform remembers how you lend and adapts to your preferences.
Pre-Generation Review
AI scans your inputs before generating documents — flagging conflicts, missing information, or unusual terms that may need attention.
Lender Branding
Add your company name, logo, and contact information to every document. Your brand, your docs, your deal.
Instant Download
No waiting for email delivery. No portal logins. Generate your documents and download the complete package immediately.
See It in Action
Ready to generate your first document package? It takes minutes — not days.