> ## Documentation Index > Fetch the complete documentation index at: https://docs.safeclose.co/llms.txt > Use this file to discover all available pages before exploring further. # Safeclose: Chattel Document Management for Organizations > Safeclose is a B2B2C platform for chattel document management, guided compliance signing, and RCM outreach. Learn who uses it and how the pieces fit together. Safeclose is a document management and compliance platform for organizations that work with movable collateral. You register chattel records — liens, UCC filings, vehicle titles, equipment schedules, leases, and more — attach loan details, run guided signing workflows for your borrowers and team members, and launch compliant outreach when a loan falls behind schedule. Every action is tied to a defensible audit trail. ## Key capabilities Create records for any category of movable collateral. Attach loan details, track lien status, and monitor which documents are behind schedule from your dashboard. Bundle documents into signing packages, assign them to a location and flow template, and guide signers through a step-by-step walkthrough. Track completion in real time. When a loan status turns "behind schedule," launch a compliant outreach sequence via SMS, email, or voice. Configure tone, cadence, and channels per campaign. Opt-outs and campaign starts are logged automatically for compliance. Manage your workspace: create an organization, invite members, assign roles (admin, manager, signer), and scope document access to the right people. ## Who uses Safeclose Safeclose is designed for two kinds of users who work together on every deal. **Organizations (admins and managers)** — Your team registers chattel documents, builds signing packages, manages flow templates, and monitors the signing queue across locations. Admins have elevated visibility across the entire organization; managers are scoped to the locations and companies they belong to. **Signers** — Borrowers or counterparties who receive a signing package. They access their assigned documents through the signing hub, complete a guided walkthrough, and submit their e-signature. Signers only see packages assigned to them. A single Safeclose account can hold multiple roles. A user who is both a manager and a signer sees both the management hub and their personal signer queue. ## How the pieces fit together 1. An admin or manager **registers a chattel document** and optionally attaches a loan. 2. A manager **creates a signing package** at a location, selects a flow template, and the package enters the queue. 3. **Signers** receive their assignment, work through the AI-guided walkthrough, and e-sign their documents. 4. If a loan falls behind, an admin or manager **launches an RCM campaign** to contact the borrower with a configured tone and channel mix. 5. Every step — campaign starts, opt-outs, e-signatures — is appended to the **audit trail** automatically. ## Where to go next Go from sign-up to your first chattel document in a few minutes. Sign in, understand session tokens, and make your first authenticated API call. Learn about chattel categories, loan fields, and how documents are scoped to your account. Set up your organization, manage members, and understand role-based access.