For real estate closing attorneys and title offices around Charlotte
In North Carolina, a residential closing has to be handled or supervised by a lawyer. That puts a big pile of paperwork on a small team: payoff letters, HOA letters, tax figures and recording updates, read and typed in by hand. I build programs that do the reading and typing. Your team checks every figure.
Source: NC State Bar, Advisory Opinion 2002-1
The paperwork
Every figure on a closing has to be right, because money moves on it. So good paralegals read everything twice, and the typing eats the day.
Lender payoff statements and HOA dues letters
Figures in your closing software and the settlement statement
Tax bills, title commitments and their requirements
A checklist a paralegal keeps by hand
Recording confirmations and final title policies
A post-closing tracker in a spreadsheet
Closings bunch up at the end of the month, and so does the typing.
What I build
Three examples. Yours gets built around your forms and your system.
The program pulls the payoff amount, per diem, good through date and payee from each payoff letter, and the dues and fees from each HOA letter, into one sheet per file. Your paralegal checks it against the letter and enters it.
Before disbursement, it lines up the settlement statement against the letters and your ledger and lists every line that doesn't match for a person to review. It never sends a wire or touches wiring instructions.
Drop recording confirmations and final policies into a folder, and the tracker marks those files done. Each morning your team sees which files are still waiting, and for how long.
Proof and who you'd work with
A workers' comp medical bill review company hired me because someone on their team keyed invoice PDFs into an Excel sheet by hand, every week. I built a program that reads the PDFs and builds that sheet in the layout they already used. I had a first working version on their own invoices in about a day. The version they use now checks each invoice's line items against its printed total, and a person reviews the ones that don't match.
Same shape as a payoff letter: a PDF laid out by someone else, and figures that have to be exact before money moves.
I don't name that client here.
I build these programs myself, and you deal with me the whole way. I'm based in Charlotte and glad to come to your office.
I also run Alfred, my own platform for websites and booking. Clients include Outer Realm Comics and Carolina Cuts, a Charlotte barbershop.
How working with me goes
Tell me which paperwork eats the most hours. We'll know fast if it's worth a closer look.
Show me a few recent files, with the letters and where they get typed. You get a written quote before any paid work starts.
It runs side by side with the old way until your team trusts it.
A new form or a new way of working. You deal with me for all of it.
FAQ
Not on its own, and I don't build it to be. It does the reading and the comparing. A person on your team approves every figure, the same as today.
No. What I build for closing offices doesn't send emails, wires or documents. It prepares and checks. Your team sends.
We start with redacted copies or made-up samples. I build faster with AI tools, and sample files may go through them, so nothing real is shared until we agree in writing on what the program keeps, where it runs and who sees it. I don't hold a SOC 2 report.
Both. The paperwork is the same kind of problem either way.
Other kinds of offices
Josh Bertrand
Founder, Alfred Sites · Custom programs and AI · Workflow Advisor
Fifteen minutes is enough to know. If it isn't worth building, I'll tell you.
Rather talk now? Call or text (315) 807-3292