What is real estate transaction management software?

Real estate transaction management software is a digital platform that streamlines the closing process from contract to close. It centralizes documents, automates workflows, manages timelines, and coordinates communication between agents, lenders, title companies, and buyers/sellers.

How does ReBillion's AI transaction coordinator work?

ReBillion's AI analyzes uploaded contracts to extract dates, parties, and terms automatically. It generates smart checklists, syncs timelines to your calendar, flags compliance issues, and coordinates tasks across integrated platforms like OpenToClose, SkySlope, and FollowUpBoss.

How much does ReBillion cost?

ReBillion offers two plans: the AI Toolkit at $199/month for teams with internal TCs, and the Human Assistant + AI plan at $499/month for fully managed transaction coordination. Both include setup, training, and integrations.

What integrations does ReBillion support?

ReBillion integrates with OpenToClose, BrokerMint, Follow Up Boss, Dotloop, SkySlope, Aframe, SISU, Google Drive, OneDrive, Google Calendar, and Gmail.

Which states does ReBillion support?

ReBillion provides state-aware workflows for California, Florida, Minnesota, North Carolina, and Texas, with expansion to additional states planned.

How much time does ReBillion save?

ReBillion saves transaction coordinators up to 80% of their time. Tasks that previously took 20+ minutes now take 2-3 minutes. Teams report managing 2-3x more deals monthly with 30-40% faster average close times.

Document Custodian Software 2026: 6 Platforms Ranked

Document custodian software 2026: 6 platforms ranked for residential brokerages. ReBillion is the only AI-native DC built for residential — Fannie, Freddie, Ginnie standards, 7-year retention, automated indexing, and broker-of-record audit portal. $199/month with DC mode included.

What a Document Custodian Actually Does

A document custodian holds the original loan and transaction documents on behalf of the lender or investor. For residential brokerages, the DC function bundles document retention, indexing, audit trail, and chain-of-custody. Federal compliance: Fannie Mae Servicing Guide, Freddie Mac Bulletin, Ginnie Mae Custodial Manual.

Retention Periods

Federal: 7 years post-close for most documents. State retention varies (3-7 years typical for state real estate commissions). RESPA and TILA require specific retention. Electronic vs paper retention rules vary by state; most permit electronic with audit-trail integrity.

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Frequently Asked Questions

What does a document custodian do for residential real estate?

Holds original transaction and loan documents, indexes them, maintains chain-of-custody, supports lender/investor audit, retains for the required 7-year period, and produces documents on demand.

Is document custodian software required for residential brokerages?

Not strictly required, but state real estate commissions audit retention. Federal lenders require DC standards on loans they purchase or guarantee. Brokerages handling 100+ closings annually need software-level DC to survive audits.

What are the Fannie Mae DC requirements?

Fannie Mae Selling Guide and Servicing Guide require document indexing, retention for the loan life plus statutory period, audit trail, and document-production within specified timelines.

How does ReBillion handle DC vs traditional DC providers?

ReBillion’s DC mode integrates with the transaction workflow — documents that pass through TC automation are indexed, retained, and audit-traced automatically. Traditional DC providers handle documents after the fact.

How much does document custodian software cost?

Range $50-$500/month depending on volume. ReBillion includes DC mode in the $199/month seat. Standalone DC providers run $200-$1000/month for residential brokerages.

Written by Vikas Malpani

Vikas Malpani is the CEO and Co-Founder of ReBillion and a CAR-Certified Transaction Coordinator. A serial real estate technology entrepreneur with 15+ years across technology and real estate operations, he was named to MIT Technology Review's TR35 list of young innovators. At ReBillion he leads the AI systems that deliver compliant, accurate transaction coordination for brokerages and agents across all 50 US states. Connect with Vikas on LinkedIn: https://www.linkedin.com/in/vikasmalpani/

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