Create, edit, and manage chattel documents in Safeclose

Chattel documents are the foundation of Safeclose. Each document represents a piece of movable collateral — a vehicle, a mobile home, a piece of equipment, or any of the other supported chattel types — and optionally carries a loan record that tracks the financing tied to that asset. This guide walks you through every action available in the Documents area.

Dashboard stats

Before you open the Documents list, your home dashboard shows three summary counters:

Stat	What it counts
Total documents	Every chattel document in your account
Active liens / loans	Documents that have an attached loan record
Behind schedule	Loans whose status is marked BEHIND

These counters update in real time and give you an at-a-glance view of your portfolio health.

The documents list

Navigate to Documents in the main sidebar. The list shows all your chattel documents sorted by the date they were last updated, newest first. Each row displays:

The document title and chattel type
A loan status badge (CURRENT or BEHIND) if a loan is attached
The last-updated timestamp

Register a chattel document

Open the new document form

From the Documents page, click Register chattel. A form slides open in the same view. (The path /documents/new also redirects here.)

Fill in the required fields

Title — A short, descriptive name for the asset (up to 200 characters). Example: 2019 Toyota Tacoma – VIN 1XY…
Chattel type — Select the category that best describes the asset. See Chattel types below for the full list.
Description — Optional free-text notes (up to 2,000 characters).

Add loan details (optional)

Toggle on Add loan to attach financing information to the document. Complete these fields:

Field	Required	Notes
Lender / provider name	Yes	Up to 120 characters
Original amount	Yes	Non-negative number
Remaining amount	Yes	Non-negative number
Currency	No	Defaults to USD; 3-letter code
Maturity date	No	ISO date (YYYY-MM-DD)
Status	No	CURRENT (default) or BEHIND

Set status to BEHIND only when the loan is actively past due. A BEHIND status is required before you can launch an RCM outreach campaign for that document. See the RCM outreach guide.

Submit the form

Click Create document. The new document appears at the top of your list, and an event is posted to your activity feed.

Edit a document

You can update the title, description, and chattel type of any document after it is created.

Open the document

Click the document’s title in the list to open its detail view.

Edit the fields

Click Edit (or the pencil icon) and update the title, description, or chattel type as needed.

Save

Click Save changes. The document’s last-updated timestamp refreshes and the change appears in your activity feed.

Loan details (provider, amounts, currency, maturity date, and status) are set at creation time. To correct a loan record, use the API directly — see the API example below.

Delete a document

Deletion is permanent. Deleting a document removes both the chattel record and its attached loan. This action cannot be undone.

Open the document detail view

Click the document title in the list.

Delete

Scroll to the danger zone and click Delete document. Confirm the prompt.

The document is removed from your list immediately and a document.deleted event is posted to your activity feed.

Chattel types

Safeclose supports the following chattel categories. Choose the one that most closely matches the asset being registered.

Type	Description
Leasehold estate	Temporary use of land or a building
Titled & registered vehicles	Motor vehicles, watercraft, aircraft, RVs
Livestock	Farm animals
Furniture	Movable home furnishings
Appliances	Freestanding appliances
Electronics	Computers, TVs, phones, audio
Mobile home	Manufactured home not affixed to land
Boat / watercraft	Motorboats, jet skis, canoes
Aircraft	Planes, helicopters, personal drones
Machinery	Farm or industrial equipment (movable)
Stocks & bonds	Certificates and shares
Promissory notes	Written repayment promises
Cryptocurrency	Digital assets

This is a partial list. The full set of supported types — including jewelry, artwork, tools, collectibles, patents, trademarks, and more — appears in the chattel type selector when you create a document.

API example

Use the Documents API to create or manage records programmatically. All requests require a valid Clerk session token in the Authorization header.

curl -X POST https://api.safeclose.com/v1/documents \
  -H "Authorization: Bearer <your-token>" \
  -H "Content-Type: application/json" \
  -d '{
    "title": "2019 Toyota Tacoma – VIN 1XY123",
    "chattelType": "vehicle",
    "description": "SR5 double cab, purchased new from dealer.",
    "loan": {
      "providerName": "First National Bank",
      "originalAmount": 32000,
      "remainingAmount": 18450,
      "currency": "USD",
      "maturityDate": "2027-06-01",
      "status": "CURRENT"
    }
  }'

{
  "document": {
    "id": "clxyz123abc",
    "title": "2019 Toyota Tacoma – VIN 1XY123",
    "chattelType": "vehicle",
    "description": "SR5 double cab, purchased new from dealer.",
    "createdAt": "2026-04-27T14:00:00.000Z",
    "updatedAt": "2026-04-27T14:00:00.000Z",
    "loan": {
      "providerName": "First National Bank",
      "originalAmount": 32000,
      "remainingAmount": 18450,
      "currency": "USD",
      "maturityDate": "2027-06-01T00:00:00.000Z",
      "status": "CURRENT"
    }
  }
}

For the full request schema, error codes, and additional endpoints (update, delete, comments), see the Documents API reference.

Get Started

Core Concepts

Guides

Integrations

Reference

Create, edit, and manage chattel documents in Safeclose

Dashboard stats

The documents list

Register a chattel document

Edit a document

Delete a document

Chattel types

API example

​Dashboard stats

​The documents list

​Register a chattel document

​Edit a document

​Delete a document

​Chattel types

​API example

Dashboard stats

The documents list

Register a chattel document

Edit a document

Delete a document

Chattel types

API example