Most document automation tools hand you a template editor and wish you luck — creating variables, embedding if-then logic, debugging conditions. Celant is different: we provide both the software and the template-creation service. There's nothing you have to set up — and nothing you're locked out of: you get full admin access, and if your team wants to build or tweak templates themselves, we'll teach you.
Your existing form agreements in Word or PDF — loan packages, employment agreements, leases. We map how a deal actually moves: deal types, funding sources, who signs, who gets notified, what happens after closing.
Trained in both law and technology, our team turns your forms into interview-driven templates — variables, conditional clauses, cross-document logic — and builds your closing workflow around them. No technical staff needed on your side.
Run past transactions through the interview and compare output to what you drafted by hand. We refine until it matches — covered by the 90-day money-back guarantee if your first document set isn't right.
Select "SBA microloan" and the system pulls up every required form for that program automatically — each funding source has its own document set.
Client name, address, loan amount — typed once, populated everywhere. Conditional questions only appear when they apply. Formulas verify the math on reductions and payment calculations. Everything auto-saves; a power outage costs you nothing.
When a deal needs one-off language, freestyle edit lets you modify any portion of the document — not just the input fields — right in the editor, without touching the template.
The complete package exports as editable Word, PDF, Excel, or CSV — so minor last-minute revisions stay in-house.
E-signature routing, automatic reminders, print & mail, CRM updates — every step after generation runs on the workflow we built in Phase 1. See the platform →
Regulations change, funding sources revise their forms, your process evolves. You never touch a template editor — email us the change and our team makes it. Customers consistently report responses within an hour or two, and most template revisions turn around within a day or two.
This is the trade we make deliberately: instead of a self-service builder you'd have to master and maintain, you get a team that already knows your documents.
We'll automate it and show you the result — that's the whole first conversation.
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