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Safeclose is a B2B2C platform where organizations upload chattel and compliance packages, guide signers through AI-assisted walkthroughs, and retain a complete audit trail. Whether you’re registering a lien, managing a signing package, or launching an outreach campaign for a behind-schedule loan, Safeclose centralizes every step in one place.

Quick Start

Get your first chattel document created and signed in minutes.

Authentication

Learn how to authenticate with the Safeclose API using Clerk session tokens.

Chattel Documents

Understand how Safeclose models liens, titles, UCC filings, leases, and more.

Signing Packages

Learn how signing packages work across manager, admin, and signer roles.

What you can do with Safeclose

Safeclose is built around three core workflows: document management, guided signing, and outreach.

Register Chattel

Create and track documents for any type of movable collateral — vehicles, equipment, liens, leases, and more.

Run Signing Workflows

Create signing packages, assign signers, and track completion across your organization’s locations.

Launch RCM Outreach

Start compliant outreach campaigns for behind-schedule loans via SMS, email, or voice.

Explore the API

The Safeclose REST API lets you integrate document management and signing workflows into your own applications.

API Overview

Base URL, authentication, versioning, and error format for the Safeclose API.

Documents API

List, create, update, and delete chattel documents through the API.

Signing API

Retrieve session state, manage signing packages, and record e-signatures.

Workspace API

Query organization memberships and manage workspace settings.

Getting started

1

Sign up and create your workspace

Create your Safeclose account and set up your organization. Invite team members and assign roles from the Organizations dashboard.
2

Register your first chattel document

Navigate to Documents and click Register chattel to create your first record. Choose a chattel type, add a title, and optionally attach loan details.
3

Set up a signing package

In the Signing hub, create a signing package for a location, attach a flow template, and invite signers to complete their assigned documents.
4

Connect integrations

Link Plaid for bank account verification, configure Stripe for billing, and set up webhook endpoints to receive real-time event notifications.