bundle Announces Merger with Real Estate Document Preparation Company, Rosenberg LPA LLC

Two leading document preparation companies serving the settlement services industry are merging to create a stronger, more technologically advanced client offering

April 26, 2022

April 26, 2022 | Williamsville, NY: bundle, a national provider of compliant real estate document preparation services, today announced it has merged with Rosenberg LPA LLC (RLPA), effective April 18, 2022. Under the leadership of Jay and Ross Rosenberg, RLPA has provided recordable real estate documentation for title companies and lenders nationwide for more than 15 years.

“While the real estate market is expected to normalize some this year, demand will remain strong,” says Frank Dec, CEO at bundle. Having conducted over 10,000 real estate closings, he knows no matter the market, clients value speed, price and national coverage. “By combining our organizations, we’re able to continue to build and invest in solutions that couple the best of process-improvement technology with the benefits of an experienced panel of attorneys.”

Based on a deep legal expertise in the real estate industry, both bundle and RLPA have a long and respected history providing document preparation serving the settlement services industry. With this merger, Jay Rosenberg will stay on as a legal advisor and Ross Rosenberg will remain in an executive role continuing to work with clients, technology development and operations.

“We are excited about the next chapter of our story,” Ross Rosenberg, Founder of Rosenberg LPA LLC, adds. “The combined organization will provide our clients with expanded technology solutions, furthering the speed and accuracy advancements in our nationwide document preparation services.”

“The bundle and RLPA combination create a clear market leader in the settlement services, document preparation sector,” says Alex Gregor, Partner at Knox Capital. “bundle’s product offering represents an example of the productization of legal services. Both bundle and RLPA have developed impressive client relationships by striking the balance between technology enablement, specialized legal talent and best-in-class service. We are excited to support Frank, Ross, Jay and the entire team as we invest and grow the business going forward,” added Mike Bryant, Knox Partner and Chairman of bundle.

Focused on innovation, bundle continues to invest in technology and remains a trusted partner to long-standing clients. bundle clients can expect:

  • A process that is up to 6 times faster and 7.5 times less expensive than traditional direct-to-local models
  • Single-point-of-contact supporting clients placing orders nationwide
  • A bundle’d solution combining advanced document preparation technology with a panel of experienced and dedicated attorneys

About Knox Capital

Founded in 2013, Knox Capital was created to provide capital and hands-on operating resources for founder and entrepreneur-owned lower-middle market businesses. Knox operates under flexible investment horizons through private investors focused on the long-term. By utilizing our extensive executive and operating advisor network, Knox makes tailored investments across industries such as legal and financial services in partnership with owners and management. Knox Capital is headquartered in Chicago, IL. Learn more at www.knox-cap.com.

About bundle

bundle began in 2003 as ANADeeds, providing legal documents to the settlement industry. Attorney-founded and operated, bundle prides itself on obtaining attorney-prepared documents for some of the nation’s largest Relocation Companies, Settlement Service Providers, Lenders, Title Insurance Companies, and Mortgage Brokers. Defined by an ability to deliver solutions with remarkable customer service, straightforward pricing and advanced technology-backed support, bundle offers expertise in over 3,000 recording districts nationwide. Learn more at www.bundletoday.com.

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