Document Manager

A secure digital transaction file for every deal.

Every transaction in myTC automatically becomes a secure digital file — accessible by the broker during the transaction and for 30 days after Close of Escrow.

During the transaction

Every document, disclosure, and signature is captured, organized, and available to the agent, TC, and broker in real time.

30 days after COE

Files remain fully accessible at no additional cost for 30 days after Close of Escrow — plenty of time for post-closing needs.

Long-term storage

Optional long-term storage for 3 years or longer, with brokerage-wide search, audit trails, and DRE audit support.

Enterprise-grade

Built for brokerages that take compliance seriously.

Secure by default

Encrypted at rest and in transit. Role-based access for agents, TCs, and brokers.

Brokerage-wide search

Find any document across any transaction in seconds.

Audit trails

Full history of who accessed, uploaded, or edited every file.

Transaction archives

Every closed deal preserved as a permanent, organized file.

DRE audit support

Ready to respond to audits with complete, organized documentation.

Retention policies

Automatic policies for retention, archival, and access.

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