Skip to main content
Safeclose is a document management and compliance platform for organizations that work with movable collateral. You register chattel records — liens, UCC filings, vehicle titles, equipment schedules, leases, and more — attach loan details, run guided signing workflows for your borrowers and team members, and launch compliant outreach when a loan falls behind schedule. Every action is tied to a defensible audit trail.

​
Key capabilities

Chattel document registration

Create records for any category of movable collateral. Attach loan details, track lien status, and monitor which documents are behind schedule from your dashboard.

Signing packages

Bundle documents into signing packages, assign them to a location and flow template, and guide signers through a step-by-step walkthrough. Track completion in real time.

RCM outreach

When a loan status turns “behind schedule,” launch a compliant outreach sequence via SMS, email, or voice. Configure tone, cadence, and channels per campaign. Opt-outs and campaign starts are logged automatically for compliance.

Organizations

Manage your workspace: create an organization, invite members, assign roles (admin, manager, signer), and scope document access to the right people.

​
Who uses Safeclose

Safeclose is designed for two kinds of users who work together on every deal. Organizations (admins and managers) — Your team registers chattel documents, builds signing packages, manages flow templates, and monitors the signing queue across locations. Admins have elevated visibility across the entire organization; managers are scoped to the locations and companies they belong to. Signers — Borrowers or counterparties who receive a signing package. They access their assigned documents through the signing hub, complete a guided walkthrough, and submit their e-signature. Signers only see packages assigned to them.
A single Safeclose account can hold multiple roles. A user who is both a manager and a signer sees both the management hub and their personal signer queue.

​
How the pieces fit together

  1. An admin or manager registers a chattel document and optionally attaches a loan.
  2. A manager creates a signing package at a location, selects a flow template, and the package enters the queue.
  3. Signers receive their assignment, work through the AI-guided walkthrough, and e-sign their documents.
  4. If a loan falls behind, an admin or manager launches an RCM campaign to contact the borrower with a configured tone and channel mix.
  5. Every step — campaign starts, opt-outs, e-signatures — is appended to the audit trail automatically.

​
Where to go next

Quickstart

Go from sign-up to your first chattel document in a few minutes.

Authentication

Sign in, understand session tokens, and make your first authenticated API call.

Chattel documents

Learn about chattel categories, loan fields, and how documents are scoped to your account.

Organizations

Set up your organization, manage members, and understand role-based access.