It's not just a web application, it's an entire service!
Provide us a little information about your client, and we send you and/or your client a link. It will direct your client to sign in to our secure portal.
We instruct your client step by step to give all of their information and documents for Declaration of Disclosure, Income and Expense declaration and schedule of assets and debts.
We generate the disclosure forms and all attachments for your review. Follow up with your client when you need to, flag sections, make notes, and change or add information as needed.