Smart Edge Technologies

Smart Edge Technologies — AI Title Services

Client File Intake

Intake Date: File Ref:

Section 1 — Base File Data

Parties & Contract

Collected on every file, regardless of property or transaction type.

Section 2 — Property Type

What kind of property is this?

Select one. Additional fields appear based on your choice.

Standard residential file — no additional fields beyond Section 1. Condo/HOA files are covered under this same confirmed scope; note HOA status below if applicable.

Section 3 — Transaction Type

What kind of transaction is this?

Select one. Additional fields appear based on your choice.

Standard purchase — no additional fields beyond Sections 1–2.

Confirm & Submit