Ready for FinCEN Real Estate Reporting in Five Steps
1,000+
U.S. Firms
Use our FinCEN filing products and services today at law firms, accounting firms, fund management services, and real estate services providers.
150,000
Annual Filings
Flow securely through our solutions each year to FinCEN, supporting ongoing compliance for entities and their professional services providers.
SOC2 Type2 Secure
Certification protects client data. This rigorous standard and recurring audits assures security best practices and regular testing for our solutions and services.
40+
State Associations
Including state bar associations, CPA societies, and real estate groups work with our experts for continuing regulatory education courses and services.
Easy Preparation for Real Estate Reporting
Follow our Easy 5-Step Checklist to Be Ready for Real Estate Reports
FinCEN extended the launch of Real Estate Reporting by only 90 days to 3/1/2026.
Follow our 5-step checklist below with free resources to ensure your team is fully prepared for FinCEN filing. Eliminate liability, costs, stress, and time burdens with our easy FinCEN plan below.
Train your team on FinCEN filing for free
Reserve your spot in our free webinar and get your team up to speed on FinCEN’s new rules. In just one hour, you’ll learn everything you need to know about the new reporting requirements and how to prepare with confidence.
Know when to start reports with free exemption checkers
Starting RER reports on every deal frustrates customers. Most exemptions don’t require their input, and only about 15% of transactions actually need a FinCEN filing. With the free printable guide and exemption checker, staff can confirm any transaction in under a minute and catch changes before closing.
Get a customer notice form to prepare customers for filing
Let customers know about the filing in advance, what it is, what to expect, and how simple you have made the process. Use our free notice templates in PDF or email form to set expectations early and reduce customer objections before collecting report information. You can also share this page to explain who’s a beneficial owner on reports.
Plan automation or a full filing service to manage reports
Automate filings or hand them off to experts who have managed more than 150,000 FinCEN reports. FinCEN rules often create tricky questions that our support team can handle for you. Offloading information collection, customer support, and filing can cut costs by up to 80% and reduce time by 98%. Book a demo to see how it works.
Don't incur costs for full-service FinCEN reporting
Most settlement providers plan to pass filing costs through to closing in states where allowed for the best customer experience. Where not allowed, our solution can collect payments from buyers directly. Book a demo to see how you can offload filings with no cost to you and choose plans where you only pay if your deal closes.
Planning to Offload Filings to Experts this Coming March?
Book a Demo
Schedule a demo to explore full-service guaranteed FinCEN filing.
1,000+
U.S. Firms
Use our FinCEN filing products and services today at law firms, accounting firms, fund management services, and real estate services providers.
150,000
Annual Filings
Flow securely through our solutions each year to FinCEN, supporting ongoing compliance for entities and their professional services providers.
SOC2 Type2 Secure
Certification protects client data. This rigorous standard and recurring audits assures security best practices and regular testing for our solutions and services.
40+
State Associations
Including state bar associations, CPA societies, and real estate groups work with our experts for continuing regulatory education courses and services.
