Legal Document Preparation Services

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Full Service

Full service residential mortgage document preparation. We run calculations, run audits, select documents, prepare closing instructions, review title commitment, and review the survey.

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Full service residential bank loans or loans not sold in the secondary market. We can prepare documentation of your custom / creative in-house loans. We do what most other doc-prep companies cannot, and we do it very well.

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Full service residential construction loan document preparation. These include loans with multiple draw Note, interim construction, home improvements, or even loans with guarantors.

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Full service guidance line documents to reduce the time and money spent at each closing. We can help you create the master loan agreement for your high volume builders.

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This is a construction loan and a permanent loan rolled into one product. With only one closing and one set of documents, it is time and cost effective.

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Full service loan modification package. We can modify the terms and other features of the loan by preparing a loan modification agreement. Many other documents are included depending on the situation.

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Full Service

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  • Thousands of electronic audits to keep you compliant
  • Submitted data sent to PPDocs Quality Control
  • PPDocs Operators review and build package

Express Service

Produce the federally required upfront disclosures online. This service include free print and mail out to consumer option.

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This product was developed especially for attorneys in need of a document preparation system, but do not wish to maintain a massive document library. Express closing documents are currently available for conventional, FHA, VA, and Texas home equity loans.

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State and federal government documents that affect title only. This option does not provide the entire library of ancillary documents. Only Notes, Addendums, Deeds, Riders, Allonges and Assignments are available with this product

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We are the preferred document preparation provider for Farmer Mac. We have worked closely with Farmer Mac to develop a national set of conforming loan documents as well as integrate with the AgPower loan origination system.

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Generate and electronically deliver the GFE, HUD-1 and related required forms.

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Run calculations used to establish the initial escrow account. Generate the Aggregate Escrow Account Disclosure Statement and the Calculation of Escrow Adjustment Entry.

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Express Service

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  • Thousands of electronic audits to keep you compliant
  • Immediate acquisition of documents after submission
  • Control. You can select and get documents 24/7

For pricing info, feel free to email Client Relations here.


Full Service

Full legal document preparation services are the traditional method of doing business, where a client provides data through our website and uploads over support documents like title commitments and surveys. A legal professional personally checks each document for completion, accuracy, and consistency. Documents are tailored to state, investor, and lender specifications. In a nutshell, quality control review by a legal expert is the difference between traditional and express service.

  • We take care of document selection and compliance.

    This time-consuming task is done by knowledgeable professionals.

  • PPDocs works with your investor.

    Our traditional products allow for easy processing of very complex documentation.

  • Fees paid by borrower at closing.

    Billing is transparent, on a per-transaction basis, with no up-front charges or extra fees.

  • No contracts or commitments. Pay only for the services you use.

    PPDocs' clients can enjoy the à la carte specialty service, hassle-free.

Express Service

Express service allows clients access to a document library with all the tools necessary to assemble and deliver document packages. Our most popular Express products include loan estimates, closing disclosures, e-Disclosures, aggregate escrow analysis, and initial federal disclosures.

  • Faster turnaround time. Loan packages are generated online in seconds.

    You can create loan documents through our site immediately after a quick five-minute registration.

  • Lower cost. Billed monthly by transaction with no redraw fee. Volume discounts available.

    Save money with e-Disclosure forms for $3, escrow analysis for $5, and loan estimates for $15.

  • Control. You can select and get documents 24/7.

    You have full control over the entire process from start to finish.

  • At your service training sessions.

    If desired, access free, personalized training for 1-20 staff members to learn advanced tips and tricks.

  • Seamless work environment.

    Provides and easy, intuitive system for organizing, producing, and sending necessary documentation.

  • Intelligent suggestions.

    Get a suggested list of possible documents you may need.

  • We have your back.

    Thousands of electronic audits throughout the ordering process help keep you in compliance.

Why PPDocs?

No matter which type of service you choose, our team is here to assist you. We hire only the best and stand behind our work with a rock-solid guarantee.

Our online system is very intuitive, but we are happy to go the extra mile with training for your staff. PPDocs’ convenient web-based system is attuned to our fast-paced world – meaning, no waiting for fax machines or snail mail to get your documents in order.

We offer a wide range of documents, including first lien residential mortgage loans, secondary loans, open-end home equity lines of credit, property improvement loans, and construction lending transactions. We provide forms for all 50 states that meet all FHA, VA, Fannie Mae, Freddie Mac, and local regulatory guidelines. Our years of quality control expertise leads to quick detection of small errors before they become big problems.


We have interfaces available to the following LOS or file formats. Interface saves time and reduces keystrokes by transferring data from the lender to our document preparation system.

MISMO Closing XML Version 3.4


We are MISMO ready! We are backwards compatible with 2.6, and 3.3.1.

Calyx Point

by Calyx Software

Look for PPDocs, Inc. interface in Calyx point. (May also be listed as Peirson Patterson). See the Calyx Point instructions for more information.


by Ellie Mae

New Encompass Interface Solution with PPDocs is now available! Learn more about our Direct platform.

Loan Producer


Your organization can directly integrate with PPDocs using a custom interface in Loan Producer. Click here for a webinar hosted by FICS on how to setup and order documents thru PPDocs.


Request your demo below!

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or call support at 817.461.5500 for additional information and assistance.


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