Celant doesn't just assemble your documents. Custom workflows carry each deal through every step — generation, e-signature, reminders, print & mail, and your CRM — built around how your team closes.
Every deal moves through a workflow we build for you — a sequence of statuses, each with its own actions. Here's what a workflow step can do:
Interview-driven document sets exported as editable Word, PDF, Excel, or CSV. Answer once — every document updates.
Templated emails with calendar invites, SMS notifications, scheduled events, and automatic reminders until the deal moves.
Distribute for e-signature with custom settings per signer, plus secure guest access for people outside your organization.
Order printed, bound document sets shipped by mail — and pull property reports and recordable legal documents on demand.
We’re often the glue between your vendors — webhooks and APIs connect Celant to Zapier, Zoho, your CRM, or any tool with an API.
Post-closing, the work isn’t over — generate portfolio reports and track expirations (insurance, UCC filings, review dates) so nothing lapses unnoticed.
No software to configure, no technical staff needed. Our lawyer-consultants — trained in both law and technology — do the setup, and keep it current as your forms change.
Talk to us about your process →We work with your existing agreements and map your actual closing process: who signs, who gets notified, what happens after signatures.
Your forms become interview-driven templates; your process becomes an automated workflow with the right actions at each step.
Answer the interview, and the workflow takes it from there — documents, signatures, reminders, mail, CRM updates. Auto-saved throughout.
Forms and processes change. Send us the update — most revisions turn around in a day or two, not weeks.
"A loan closing package can be generated in half the time it used to take — streamlining the closing process and increasing production."
"We select SBA microloan and the software automatically pulls up all required forms… we only type the information once. A huge asset to our Finance Department."
"A game changer — at least 80% savings in document preparation time, and our error rate has decreased significantly."
Send us one of your form agreements and we'll show you what your closing looks like automated. It can't hurt to talk.
"This software supports the most complex commercial transactions — it is truly a unique product whose time has come."