Impact

    Less Time Reviewing. More Help Moving Forward.

    Get a structured report with key entity information and findings, plus the included EntityScan® Assistant to help with questions and next steps.

    What Changes for Your Team

    Put Time Back into Your Pipeline

    • Spend less time poring over entity documents for ownership, signing authority, required approvals, and more.
    • Free up your team to handle more volume.

    Start with a Consistent Review

    • Give underwriters and closers a consistent, structured entity report.
    • A suggested signature block that aligns with attorney reviews over 99% of the time.

    Get Help with Next Steps

    • Ask the included EntityScan Assistant questions about your report.
    • Get help understanding and addressing risk factors.
    • Get help with steps and generate forms if you prefer different signers.

    Focus Your Review Where It Is Needed

    Review guidance helps your team distinguish files that can move forward using the suggested signature block from those with issues that need attention.

    GUIDANCE
    STANDARD

    No red flags. Use the suggested signature block and check entity review off your list.

    GUIDANCE
    CAUTIONARY

    Focus on a limited set of risk factors and take action to address them.

    GUIDANCE
    ESCALATE

    Give more numerous or significant issues closer attention and more extensive review.

    See how review guidance fits into the process →

    Built on Thousands of Attorney Reviews

    Validated Against Attorney Judgment

    • Validated against 10,000+ attorney-prepared entity reviews.
    • Ownership findings and suggested signature blocks compared with attorney judgment.
    • More than access to documents: results put to the test.

    A Foundation of Legal Expertise

    • Grounded in decades of legal expertise.
    • Tested against thousands of attorney-prepared entity reviews.
    • Determines who must sign and what approvals or conditions apply.

    Ready for Your Team Today

    • Put attorney-validated entity review to work from day one.
    • Go beyond the report with the included EntityScan Assistant—get answers and help resolving issues.
    • An established solution, ready for your lending workflow.

    Considering building your own? Read our perspective →

    See What This Could Look Like for Your Team

    Explore the process, compare report plans, or see EntityScan on your own documents in a demo.