Real EstateLegal & Compliance
Closing package. Complete before the table.
Checks every closing package against the required-document checklist and flags missing, expired, or inconsistent items — before the closing date, not at the table. Built for real estate legal teams closing dozens of transactions a month.
14 cited fields per package. Built on Sphere AI Foundry.
closing_check — package #CL-72094LIVE
00:00Ingest → closing package, 400 Commerce St, close date 09/28read
00:02Document check → title policy present, currentpassed
00:03Expiration check → insurance certificate expires before closingflagged
00:04Consistency check → legal description matches surveypassed
00:05Disposition → Route to closing attorney, 1 item to resolverouted
review time 7sfields cited 14/14attorney sign-off required
Organizations around the world trust us
Built on Sphere AI Foundry·Checked against your checklist·21 years, 300+ clients
Manual closing checks don't scale with transaction volume
A single closing package means a paralegal checking every required document against the closing checklist, confirming nothing has expired, and cross-referencing legal descriptions across title, survey, and deed — one transaction at a time, usually days before close. At low volume that's manageable. Across dozens of closings a month, it's the reason an expired certificate gets caught at the closing table instead of a week before.
88%
faster completeness check vs. manual review
14
fields extracted & cited per package
100%
of flags traceable to a checklist item or document date
Package in, cited disposition out
Four steps, every one logged and citable back to your checklist.
01
Ingest
Reads the closing package directly from your systems
Title policy, survey, deed, insurance certificates, and loan documents — read from your closing platform or document repository. No separate upload step.
Source document
CL-72094 — 400 Commerce St, close 09/28
02
Match against checklist
Every document checked against the closing checklist
Presence, currency, and consistency of each required document — checked against your firm's closing checklist, not a generic template.
Example query
"Does the insurance certificate remain valid through the closing date?"
03
Cite every flag
No flag without a citation
Each flag links back to the exact checklist item and document date — the citation travels with the finding, not as a separate lookup.
Cited finding
Certificate of insurance expires 09/25, three days before the scheduled closing date of 09/28.
cited to Closing Checklist item 7, Certificate of Insurance04
Classify & route
One disposition, one consolidated action-item list
The agent returns Complete, Complete-with-action-items, or Incomplete, with a consolidated list of missing or expiring items routed to the closing attorney.
Disposition
CompleteComplete-with-action-items ✓Incomplete
14 fields, every one cited
What the agent extracts from every closing package it checks.
Completeness summary & disposition
Party & property verification
Required-document checklist match
Document expiration & currency check
Legal description consistency check (title/survey/deed)
Lien and encumbrance status
Loan document cross-reference
Consolidated action-item list
Closing timeline flag
Closing attorney review checklist
Typical inputs
What the agent reads, and what it connects to.
Documents
- Title policy, survey, and deed
- Insurance certificates
- Loan and financing documents
- Firm's closing checklist
Systems
- Closing / transaction management platform
- Document repository or imaging system
- Title company portal, where applicable
Is this the right fit?
Built for volume — not a one-off closing.
✓ Works best for
- Real estate legal teams closing 20+ transactions a month
- Firms standardizing on a fixed closing checklist
- Attorneys wanting every flag traceable to a checklist item
Too small for
- A single closing a paralegal can check faster than configuring the checklist
- Replacing attorney judgment on a title defect or legal issue
- Transaction types with no defined closing checklist to check against
Grounded in your checklist, not a black box
Compliance-first, the same standard every Sphere agent is held to.
The agent requires the closing checklist and current package documents before it will return a disposition, and every check sits between document collection and the closing date — never past it. A closing attorney confirms every Incomplete determination before closing proceeds.
Flags reference the specific checklist item and document date directly — the same audit-trail standard every Sphere agent on the Foundry is held to.
Prerequisites checklist + package
The firm's closing checklist and current package documents are required before a disposition is returned.
Human review required
A closing attorney confirms every Incomplete determination before closing proceeds — never fully autonomous.
Source grounding checklist-cited
Flags reference the specific checklist item and document date directly in every review.
Foundation Sphere AI Foundry
Access controls and audit trail configured here carry forward to every other agent you deploy.
Frequently asked
Does the Closing Package Compliance Agent replace a closing attorney?
No. It flags missing or expiring items for the attorney to resolve — the attorney still confirms every Incomplete determination before closing proceeds.
What transaction types does it support?
Commercial purchase and sale, and refinance closings out of the box. Additional transaction types can be added during onboarding.
How does it integrate with our closing platform?
It reads directly from your closing or transaction management platform, or a document repository — no separate upload step required. Integration scope is confirmed during deployment planning.
Is every flag traceable to a checklist item?
Yes. Every flag cites the specific checklist item and document date it came from — there is no flag without a citation back to the checklist.
How is this different from a generic closing checklist app?
It actually reads and verifies your documents against the checklist, rather than just tracking checkboxes someone updates by hand. It runs on Sphere AI Foundry, so the access controls and audit trail configured here carry forward to other agents you deploy.
Hear from
our clientsHear from our clients
Lee Ebreo
VP of Engineering at Credit Ninja
These things would not have been achievable if we did not build our own in-house system and if we did not partner with Sphere to help us achieve our goals.
Selah Ben-Haim
VP of Engineering at Prominence Advisors
Our experience with Sphere and their team has been and continues to be fantastic. We keep throwing new projects at them, and they keep knocking them out of the park (including the rescue of a project that was previously bungled by another vendor).
Ben Crawford
Senior Product Manager at Enova Financial
I would expect to be delighted. It's been a really positive experience, working with Sphere, and I would expect you to have the same.
Mark Friedgan
CEO at CreditNinja
Sphere consistently prioritizes the needs of their clients, demonstrating both agility and teamwork. As an offshore team, they have been an integral part of our organization and we plan to continue growing with them.
René Pfitzner
Co-Founder at Experify
Sphere provided excellent full-stack development manpower to augment our team and help push our product forward. They are easy to work with, tech-savvy and proactive.
Bruce Burdick
Chief Information Officer at Integra Credit
We've been working with Sphere and its excellent consultants since our founding. I've found that they are true partners in the success of our business.
Jemal Swoboda
CEO at Dabble
The resources and developers that Sphere Software provides are skilled and have the required technical expertise, but more importantly, they have helped us build a culture of excellence within our team.
Arthur Tretyak
Founder and CEO at IntegraCredit
With Sphere, we were able to migrate in half the time it would take to train an additional FTE… and for a fraction of the cost. Our experience with Sphere has been exceptional.
Lee Ebreo
VP of Engineering at Credit Ninja
These things would not have been achievable if we did not build our own in-house system and if we did not partner with Sphere to help us achieve our goals.
Selah Ben-Haim
VP of Engineering at Prominence Advisors
Our experience with Sphere and their team has been and continues to be fantastic. We keep throwing new projects at them, and they keep knocking them out of the park (including the rescue of a project that was previously bungled by another vendor).
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Start here
See it on your own closing package
Bring a real closing package to the demo. We'll show the completeness check live — flags, citations, and the action-item list, on your own documents.
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