THE JOURNEY

Four Phases. One Seamless Journey.

From the moment a contract is signed to the moment keys change hands, Doortana guides every party through the closing process.

Contract

Orchestrate

Close

Lock

1
2
3
4
1

Contract

Everything starts with a signed contract. Upload the purchase agreement as a PDF, and Doortana's AI extraction engine reads it — populating property details, parties, dates, contingencies, and milestones automatically. The full timeline is generated, all participants are invited, and the workspace is live within minutes.

What Happens

  • 1Contract uploaded to Doortana
  • 2AI extracts property, parties, dates, and contingencies
  • 3Milestone timeline auto-generated from contract dates
  • 4All parties invited to the shared workspace
  • 5VIEWTANA buyer portal activated
  • 6Due diligence and financing deadlines mapped from day one

Who Does What

  • Agent / TCUploads contract and invites parties
  • BuilderConfirms lot and community details
  • LenderReceives notification and confirms pre-qualification
  • TitleReceives title order notification
  • BuyerReceives VIEWTANA portal link
AI Contract ExtractionMilestone GenerationParty InvitationsVIEWTANA Portal
2

Orchestrate

This is where the real work happens. Inspections are scheduled and completed. Appraisals are ordered and received. Loan processing moves through underwriting. Title search begins. Insurance is bound. Every party works in the same workspace, seeing the same milestones and deadlines. When the lender updates loan status, the agent sees it immediately. When the inspector uploads a report, title knows.

What Happens

  • 1Inspections scheduled and completed
  • 2Appraisal ordered, conducted, and received
  • 3Loan processing through underwriting
  • 4Title search, commitment, and exception clearance
  • 5Insurance binding and evidence of coverage
  • 6Attorney review where applicable

Who Does What

  • InspectorConducts inspection and uploads report
  • LenderProcesses loan through underwriting
  • TitleCompletes title search and issues commitment
  • Agent / TCOrchestrates all parties and tracks progress
  • BuyerMonitors progress via VIEWTANA portal
FLOWTANA TrackerMulti-Party OrchestrationDocument ManagementNotificationsDependency Engine
3

Close

The closing date approaches. Doortana's TRID Guard tracks disclosure timelines. Final loan approval triggers clear-to-close status visible to all parties. Settlement statements are prepared with full milestone-level tracking. Final walkthroughs are orchestrated. Every remaining item is visible on the FLOWTANA critical path — nothing slips through.

What Happens

  • 1Final loan approval and clear-to-close
  • 2Closing disclosure issued (TRID-tracked)
  • 3Settlement statement prepared
  • 4Final walkthrough orchestrated
  • 5All remaining milestones visible on critical path
  • 6Document signing preparation

Who Does What

  • LenderIssues final loan approval and closing disclosure
  • TitlePrepares settlement statement and orchestrates closing
  • Agent / TCOrchestrates final walkthrough and document signing
  • AttorneyReviews final documents and closing package
  • BuyerCompletes final walkthrough and signs documents
TRID GuardDocument ManagementNotificationsPipeline Analytics
4

Lock

Transaction complete. Keys in hand. Welcome home. The full transaction history — every milestone completion, every document, every action taken by every party — is archived in a tamper-evident audit trail for compliance and future reference. Documents are preserved for seven years. The closing is locked.

What Happens

  • 1Closing completed at the table
  • 2Documents recorded with the county
  • 3Transaction status set to Lock
  • 4Full audit trail archived
  • 5Documents preserved for 7-year retention
  • 6All parties notified of completion

Who Does What

  • TitleRecords documents and confirms recording
  • LenderConfirms funding and loan disbursement
  • AgentDelivers keys and completes final handoff
  • BuilderConfirms unit delivery and warranty activation
  • BuyerReceives keys — welcome home
Audit TrailDocument RetentionSecurity & Compliance

Ready to start your journey?

Contract to keys. Every party. One seamless platform.