Simplifile for Settlement Agents

Simplifile for settlement agents

Learn how Simplifile saves settlement agents time and money with simple electronic workflow from pre-closing to recording and Post Closing.

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eRecording and more made simple

Settlement agents connect seamlessly with lenders and counties in Simplifile. With our easy-to-use services, you securely collaborate with lenders on documents and fees, send documents to counties for eRecording, then deliver final documents and fees back to lenders.

We offer the peace of mind that comes with having all your communication and workflow in one place with one simple, secure login. Plus, our complete API for system integration, free training, and support, ensure you’ll be up and running in no time.

Learn about the services we provide for settlement agents


Work with lenders on documents and disclosure data in Simplifile. Since you’re both working within one system, you have real-time visibility into lender processes and can easily discuss changes, updates, and deficiencies. Never worry about errors and setbacks from miscommunication.

Simpler document collaboration

Track, share, receive, and validate loan and title documents securely in one place.

Streamlined fee collaboration

Deliver disclosure data and fees quickly and consistently. Lender initiates fee sharing and reconciliation process and provides visibility of the original loan estimate fees for fewer mistakes at the closing table.

Chat on each document and fee

Chat on a document and fee level so you know exactly which item is being discussed. Since you’re both working within Simplifile in real time, it’s easy to discuss changes, updates, and deficiencies.

Custom notifications

Configure notifications and activity alerts for updates, changes, deficiencies, and statuses important to you.

Title Production System Integrations

Simplifile has integrations with industry-leading Title Production Systems to allow you to quickly sync documents and updates to and from your system.

Security and audit trails

Every action on documents and fees worked on in Simplifile is logged, giving you a complete audit trail. Your data is safely backed by our fully-encrypted, high-security standards.


Simplifile allows every closing to be as “e” as possible with an emphasis on consistency, transparent workflows, and stress-free settlement agent coordination. As a bridge between a you and your lender’s eClosing system, Simplifile provides a standardized platform for document delivery, recording eligibility, and lender coordination for all closing types — ink, hybrid, and fully “e.” Simplifile's eSign Events allows you to leverage eSign and eNotary workflows for your cash and seller transactions.

Standardized platform

Simplifile is a standardized platform for document delivery, recording eligibility, and lender coordination for all closing types — ink, hybrid, and fully “e”. You no longer need to worry about multiple closing system logins to review closing instructions and documents or connect to the eClose platform.

Settlement agent and notary success

Simplifile’s focus on setup, training, and support ensures that each transaction you work on can be expertly completed. Simplifile closing is free for settlement agents and notaries.

Real-time county eEligibility

As lenders evaluate investor and underwriter acceptance, it’s essential to know if eNotarized documents will be accepted by the county. Simplifile eEligibility provides real-time guidance on recordability of eNotarized documents.


From order pick up notifications to real-time borrower eSign status, every part of the transaction is visible in Simplifile.

Streamlined access

Simplifile gives streamlined visibility into transactions through direct links and QR codes for quick transaction status.

Operational efficiencies

Operational efficiencies are provided throughout the transaction from ink package uploads to an in-person electronic notarization (IPEN) solution and coordination of remote online notarization (RON) transactions.

Post closing efficiencies

Trailing documents, including ink-signed package, recordings, actual recording fees for quick reconciliation, and final title policies are tracked and returned electronically.


Easily save time and money by recording all of your deeds, mortgages, and other documents online with Simplifile, the nation’s largest eRecording network. After county review and approval, documents are quickly stamped and recorded for public record. Say goodbye to mail and trips to the courthouse.

The nation’s largest eRecording network

Thousands of county recording offices along with many treasurer and auditor offices accept documents from Simplifile.

Time and money savings

Conveniently submit documents for recording and pay fees right from your desk. eRecording reduces the amount of time needed to record documents and saves money by eliminating the need for checks, postage, ink, paper, and envelopes.

More document types

Simplifile supports the largest variety of recordable documents, including assignments, deeds, mortgage documents, subordinations, liens, and more.

Millions of land records already recorded

Simplifile has been a pioneer of eRecording since 2000. We have recorded millions of land records in thousands of counties across the nation.

Increased security

Since documents are electronically transmitted via Simplifile’s secure, encrypted network directly to the county, there’s no fear of being lost in shipping or courier. You have full control over the recording process.

Detailed audit trails

Every detail of your recordings on a daily, weekly or monthly basis are available for instant download. Reports are configurable and may be sent automatically.

Integrated with Title Production Systems

Simplifile integrates with industry-leading Title Production Systems to allow you to quickly send documents from within your current system.

Post closing

Allow your lenders to follow the real-time status of the loan as you submit for eRecording. They then receive recorded documents, final fees, and final title policy electronically. You have a complete record of having sent final docs. The result is fewer status inquiries, better turn times, and improved lender satisfaction.

Electronic delivery of final documents

Save time and mailing expenses. Recorded documents, final title policy, and fees are automatically sent to the lender after recording. No more phone calls and back-and-forth with lenders looking for trailing documents.

Lender visibility into recording process

Lenders have full visibility into the recording process and receive status updates and estimated recording time. They also will see rejection reasons should they occur.

Complete reporting

All communication and transactions are in one place for immediate proof and reference.


Automate document creation and processing in one central location. You’ll have access to custom templates to build lien releases, assignments, and other docs at your fingertips. Documents can then be electronically signed and notarized. You’ll reduce data entry and errors while maintaining security and compliance.

Custom document templates

Simplifile offers lien release and assignment templates with the ability to customize and build other supportive documents to fit your needs.

Data entry automation

Simplifile auto-fills common data and extracts data from security instruments, which saves time and reduces data entry. We offer flexible data importing options, system integrations, and the Simplifile API.

Prevent mistakes with document routing and review

Create a customized workflow that automatically sends documents for review, signing, and recording. Automated status changes keep everyone informed.

Electronically sign and notarize

In approved states and counties you can electronically sign and notarize documents. Notary journal entries are automatically generated for each notarized document.

Compliance date tracking

Simplifile calculates the compliance date for all 50 states and prioritizes each document based on those dates.

Trustee services

Use one of our trusted trustee partners or bring your own. Each of your documents are automatically routed electronically within Simplifile to your specified trustee in each state. Trustees sign reconveyances, which are routed back to you to submit to the county.

County requirements validation

With Simplifile, never worry about tracking which counties require a tax ID, legal description, cover sheet, or witnesses. Simplifile tracks county requirements and only requires them when the county needs them.

Power of attorney tracking

Keep track of counties that require a power of attorney (POA). Create and record multiple packages with minimal effort. Later, when creating an assignment, the POA recording information will be added to the document for recording.

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