Frequently asked questions

A deed-transfer ordering portal that carries your firm's name. Your clients order and pay in it; every deed is reviewed by an attorney licensed in the property's state and recorded with the county. You keep the client relationship and set your own markup on each order.

Estate-planning attorneys, financial advisors and their firms. Sign up with your work email: the portal address is built from your email's domain, so a personal mailbox such as gmail.com or outlook.com cannot open one. Confirm the link we email you and the portal is live. A small number of signups are held for a quick manual check, and we tell you if yours is one of them.

So that everyone at a firm can have a portal of their own. The first person from your domain gets yourfirm1, the next yourfirm2, and nobody has to compete for a single firm-wide address. If you would rather work from one portal together, the owner can add colleagues as staff under Settings → Staff.

No. Portals run on the platform's account with our service provider, with every order tagged to your firm. If you already have a contract with the service provider you can bring your own key; it is stored encrypted.

Three ways. Turn on public ordering in Settings and anyone who visits your address can start an order. Invite a client from Clients and they are emailed a link into the portal. Or place the order yourself on a client's behalf, and they are emailed a link to pay for it. Clients never need a password: they sign in with a link sent to their email.

It is how your markup reaches your bank. Your client pays DeedPlatform for the whole order. After their deed is recorded, we transfer your markup to your Stripe account, and Stripe pays it out to your bank account.

No. The portal owner clicks Connect Stripe payouts under Settings → Ordering & billing. That creates a payout account for your firm and takes you to a short form hosted by Stripe; there is nothing to set up at stripe.com beforehand.

If you already use Stripe for something else, Stripe may offer to reuse details you have saved, but your DeedPlatform payouts go to this account of their own. An existing Stripe account cannot be attached in its place.

A few minutes, for most firms. Stripe asks for your business details, the identity of the person responsible for the account, and the bank account to pay into. That identity check is a legal requirement for anyone receiving payouts, and Stripe carries it out. Your bank and ID details go to Stripe, not to us.

The portal owner, which is the person who signed up unless someone else has been made an owner. Staff with the admin role can run the portal but cannot connect or change where the money goes.

Your markup for an order is transferred once that deed is recorded, not when the client pays. Each transfer is tied to the client's own payment, so if they paid by bank account the money becomes available to you when their payment clears, which takes a few business days.

From there Stripe pays out to your bank on its own schedule. A new account's first payout usually takes longer while Stripe completes its checks.

Nothing is lost. Markups on recorded deeds are held for you and paid as soon as you connect and Stripe confirms your account can receive them. Your dashboard shows how much has been paid out and how much is pending.

No. Your markup is transferred in full. Card and bank processing fees are not taken out of it.

In Stripe. Once you're connected, the button in Settings reads View payouts in Stripe and opens your balance, payout history and bank details. Each markup there is labelled with its order reference, the client's name and the property, so you can match every payment to an order. You can also sign in directly at connect.stripe.com/express_login with the email or phone number you used during setup.

Stripe sometimes needs something more, such as a document to confirm a detail, before it will send money. While anything is outstanding, the button in Settings takes you back to Stripe's form instead of your dashboard. Payouts can pause until it is done, and whatever you are owed stays owed in the meantime.

We retry it automatically, and the markup stays owed to you until it goes through. If it keeps failing, write to support@deedplatform.com and we will look into it.

No. Markups are paid on deeds that are recorded. If an order is cancelled before recording, the client is refunded as the terms describe and no markup is paid.

One combined service fee plus the county recording fee. The service fee covers attorney review and filing, and includes your markup; the client sees one figure, not the split. If we set a platform fee or discount for your portal, the client sees it as its own line and you see the amount on your settings page; it never changes your markup. Transfer taxes and any tax consequences of the transfer are not included.

Anything from $0 to $500 per order, in whole dollars, set in Settings. A change applies to new orders. An order that has already been quoted keeps the price the client was shown.

By card or bank account, in the portal, through Stripe. DeedPlatform is the merchant of record, so you are never invoiced and never have to bill the client yourself. Card numbers never reach our servers.

It is an estimate. Counties set their own fees and change them without notice, and if a county charges more than estimated, the client is responsible for the difference.

The client can still place the order. It shows as Price being confirmed while we confirm the price, usually the same business day. Until then the client is not asked to pay and nothing is sent on. Once the price is set, a client who pays gets an email with the total and a link to pay.

Cancelled before work on the deed begins, the order is refunded in full. Once an attorney has reviewed the deed, that work has been done and is not refundable, and a recording fee already paid to a county cannot be recovered. The terms of service set this out.

Every combination of individual, trust and company on either side of the deed. Clients describe what they are doing in plain language, such as funding a trust, adding a spouse, transferring after a death, or moving property into an LLC, and the portal works out the deed type from who is transferring to whom.

All 50 states and more than 3,000 recording counties.

Your firm's name, logo and colors. They are emailed at each change of status and can follow their order in the portal at any time.

We do. Your clients are given support@deedplatform.com for questions about an order, since review and recording are handled on our side. You are emailed when a new order comes in, with a daily digest; choose who receives these under Settings.

It depends mostly on the county. The portal shows an estimated completion date, but county recording offices work at their own pace and some are still on paper, so we cannot guarantee a recording date.

When the deed is ready, the client downloads the signing package from the portal, signs in front of a notary as the instructions describe, and mails the signed original to the address in those instructions. The original is what gets recorded, so a scan cannot take its place. They can upload a copy as well, so the signing can be checked while the original is in the post.

The recorded deed is returned to the client's account in the portal, where they can download it later. A recorded deed is a public record, available through the county.

Most often because a name does not match the current recorded deed, or the trust or company documents, exactly. That is why the portal builds legal names from structured fields rather than free text. Correcting and re-filing a rejected deed is chargeable work.

Yes. Each portal has a partner API for creating orders and reading their status, and can send signed webhooks to your systems when an order changes. You'll find both under Settings → Advanced.

No. Where a state requires an SSN or EIN on the deed, it is collected at the final step and passed straight through to our service provider in the same request. It is never written to our database.

In private storage, reachable only through signed links that expire, behind a check that the person asking owns the order. Uploaded documents are deleted 30 days after the deed is recorded; the recorded deed itself is kept so the client can retrieve it.

No. Every portal is isolated: its clients, orders, branding and keys belong to that firm alone.

In our terms of service and privacy policy.