Real Estate Legal Case Management with HUD-1 & GFE support

The Real Estate Assistant - Real Estate Closing Software

The Real Estate Assistant, or TREA. is a comprehensive real estate case management database designed by real estate attorneys for real estate attorneys.

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Designed to ease the whole real estate closing process

The Real Estate Assistant, or TREA. is a comprehensive case management system designed for the real estate attorney by practicing real estate attorneys.

As with every Legal Assistant module, TREA provides the standard core functionality of the Legal Assistant, along with custom forms, letters and databases designed specifically for the entire real estate closing process.

As a result, TREA does much more than just an off the shelf HUD / RESPA program.

With its unique workflow, TREA combines many databases to create a custom case file, which is specific to the individual real estate deal.

These databases include:

  • Clients Database
  • Lawyer Database
  • Real Estate Broker Database
  • Real Estate Agency Database
  • Bank Database
  • County Clerk Database
  • House & Pest Inspector Databases
  • Municipality Database
  • Surveyor Database
  • Title Agency Database
  • Letter Database containing over 150 letters

HUD-1 Settlement Statement Creation

The HUD-1 RESPA management facilities provided also fully support both the pre 2010 and the newer 2010 Good Faith Estimate(GFE) format RESPAs. Read our detailed guide to our HUD RESPA software features to view futher information on how The Real Estate Assistant is perfectly suited to any lawyer practicing Real Estate law.

Consistantly simple case management

And of course, in addition, the standard features present across all Legal Assistant modules integrate seamlessly to provide you with:

Available Media

Real estate case management screen showing basic case file details and property details Real Estate Case Management Screen showing Client Details Real Estate Case Management Screen showing Real Estate contract and closing details Real Estate Case Management Screen showing opposite party details including selling and listing brokers and opposing party law firm Real Estate Case Management Screen showing Banks/Lender, Title Agency details and Housing and Pest Inspectors Real Estate Case Management Screen showing attachments overview which features any outgoing and incoming letters, emails, faxes, billing statements, HUD reports and any other files attached to the case Real Estate Case Management Screen showing Billing entries including charges to file, payments and an overview for the particular case Real Estate Case Management Screen showing data fields applicable to the 2009 HUD Respa form. Real Estate Case Management Screen showing page one of the data input fields for the 2010 GFE HUD Respa form.

For further information on The Real Estate Assistant contact us or to arrange an online demo.

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What our clients say ...
  • Andrew Venturelli, P.C. says : "I cannot imagine going back to my old system. The Legal Assistant software has allowed my practice to run much more efficiently and much more profitably."
  • James M. Cundari, Esq. says : "I have a solo real estate practice, and T.R.E.A. continues to be the backbone of my legal documents management system. It serves as my part-time "secretary" and "para-legal" partner, and helps me provide professional quality service to my clients. The larger my practice gets, the more useful are T.R.E.A.'s data storage and retrieval capabilities, saving me time and energy, and helping to streamline my workload. I love the email component. I can send an email to Realtors, clients, attorneys, lenders, title companies, etc, with multiple documents and letters attached, using just a few quick commands. Lawyers doing residential closings really need to make efficient use of their time, and The Real Estate Assistant is a great help. Oh, and by the way, the best part: it is easy to use!"
  • Lerner & Kaplan says : "This is the most innovative and useful software that the Real Estate Practitioner could ever hope for. I can now capture more of my fees, more of my time, and more of my space using this amazing software. I scan documents, see them anywhere anytime, I log the time spent on files, I see all of my phone calls, and everyone else in the office.... There is so much to it that I can't get it all out, without rambling.....OUTSTANDING JOB GUYS, CAN'T RUN MY OFFICE WITHOUT IT!"
  • Martin D. Eisenstein, Attorney at Law says : "The Legal Assistant software has streamlined our real estate practice and has been an invaluable help. The support provided has been top of the line! Time saving from the system begins the first day you use it, and just keeps going up from there. It is very well designed by lawyers with many years of experience. I highly recommend it."
  • Nancy E. Cotton, Esq. says : "Without this software, I could not even have begun to think about going out on my own for the first time. As a sole practitioner, there would simply be too much to do and too little time to do it without the Real Estate Assistant. I am able to prepare letters and HUDS quickly and correctly. In addition, all my client information and every letter written on each file is stored together and I can keep track of how much time I spend on each matter with the new billing feature of the program. With the control run feature it is like having a little legal angel sitting on my shoulder making sure I don't miss any important dates or contingencies. It truly gives me peace of mind that I wouldn't have if I was using a different system that couldn't "think for itself". This is by far the best program I have ever used and has literally every feature I could dream up."
  • Purvin & Purvin, L.L.C. says : "I have been very happy using this program since 2004 and the latest updates with the auto billing, dictation, recorded reminders, timed delay reminders, amongst many others have truly blown me away. This product has been clearly designed with the lawyer in mind."
  • Robert C. Selser, Esq. says : "This software allows me to maintain my files and the requirements that are needed on each. I have the ability to keep track of all important dates, the control run does most of the work for you. The system is actually the best helper one could ask for. I have experienced other Real Estate Programs, but they are nothing like this system. This system truly does it all."
  • Silverman and Roedel, LLC says : "Very true to the Words, "Designed by Lawyers for Lawyers", what more can I say..."