
Sample data.
Collect at closing
Reporting company, beneficial owners and company applicants are captured as parties on the transaction, once.

FinCEN's residential real estate reporting rule was vacated by a federal court in March 2026, and the decision is under appeal. Collect beneficial-ownership details at closing now, and file in one click if reporting returns.
From the parties on the file to a filed report. Sample data throughout.

Sample data.
Reporting company, beneficial owners and company applicants are captured as parties on the transaction, once.

Sample data.
Deadlines and missing details show on the report and on a calendar, so nothing is discovered after the fact.

Sample data.
Bring existing entities and owners in from a spreadsheet, map the columns and validate before anything is filed.

Sample data.
When a report is due and the rule applies, file through the platform's filing partner and keep the confirmation on the file.

Beneficial-ownership details are hardest to collect months later. Captured at the table, they are on the file whether or not a report is ever due.
FinCEN's Residential Real Estate rule took effect on March 1, 2026 and was vacated and enjoined nationwide by a federal district court on March 19, 2026. The government has appealed. While the order stands, reporting persons are not required to file. Domestic companies have been exempt from Corporate Transparency Act reporting since March 2025.

Sample data.
A record you can hand over, whatever the rule does next.

Sample data.
We will show you how ownership details are captured at closing and what filing looks like if the rule returns.

Sample data.