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
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.
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.
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.
