Help Center
How LetterScript works, one task at a time. Search, or browse by topic.
Getting started
Sign in, look around, and run your first transaction.
Sign in, find your way around, and run your first transaction in a few minutes.
Start a transaction from a property address and keep your whole pipeline in one place.
How LetterScript protects the documents you upload — encrypted storage, AI that never trains on your data, and full control over your own files.
How to permanently delete your LetterScript account and all associated data — from the mobile app, on the web, or by email — and exactly what's removed and retained.
Transactions & documents
Uploads, extraction, the disclosure checklist, and the transaction assistant.
Add contracts and disclosures — one file or a whole set — organize them into subfolders, and let LetterScript read and extract them.
The forms this exact address triggers, matched automatically to the documents on the transaction.
How the Overview tab fills itself in from your documents — and how to spot auto-derived dates worth a second look.
Chat with the whole transaction, one folder, or a single document: ask what's outstanding, what's required to close, or where a term is buried — with citations.
Every transaction has its own email address and inbox: write or AI-draft messages to the parties, CC whole groups at once, and replies — attachments included — file back into the transaction automatically.
LetterScript writes the routine transaction emails — the kickoff intro, wire-fraud warning, closing-week summary, and congrats note — drafted into the transaction mailbox for you to review, edit, and send.
Invite up to 25 people to work one transaction with you — a co-agent, transaction coordinator, lender, or escrow officer. Choose view or edit access per person, at no extra cost. No account needed to accept.
Which forms the transaction needs, where it sits on the California purchase timeline, and its dates, reminders, and document history, one section at a time.
Answer a short questionnaire about the deal and get the exact forms it needs — the C.A.R. forms, the government forms that ride along, and the county, city and district forms the property's address calls for — each with the reason it's on the list.
Let an assistant you already use read your transactions, deadlines, and point-of-sale disclosures — read-only, only the transactions you pick, and disconnectable in one click.
Deadlines & reminders
The dates derived from your contract and the emails that fire as they approach.
Contingency and closing dates derived from your contract: on each transaction's Milestones, and across every transaction on the Calendar.
One timeline of every email LetterScript can send or draft for you — each moment set to Off, Draft first, or Auto-send, with an activity feed of who got what.
Push every active transaction's dates into a dedicated calendar in your own Google or Outlook account — automatic and one-way.
Connect Calendly, schedule meetings from inside LetterScript, see them on your Calendar, and auto-email reminders before each one.
Requirements & lookup
Point-of-sale requirements by address — with or without a transaction.
Plans & billing
What each plan includes and how usage is metered.
Troubleshooting
When something didn't fill in, upload, or show up where you expected.
The transaction record, checklist, or deadlines stayed empty after an upload — here's the diagnosis order.
Files refused, stuck, failed, held, or only partly read at a free-transaction limit — what each upload state means and what to do.
One search box for transactions, documents, conversations, settings, and help.
In the app, click the ? icon in the top bar and choose Contact support — or reach us here. We respond to your account email.