AI FOR REAL ESTATE AGENTS
Transaction paperwork shepherding
Between contract and closing, a deal is a stack of deadlines owned by six different people — and you're the one lying awake wondering if the appraisal got ordered. The AI tracks every deadline on every deal, drafts the nudge emails to all parties, and flags what's about to slip before it slips.
HOW IT WORKS IN YOUR BUSINESS
A Day With This Running.
Not a product demo — a walk through what an ordinary day looks like once this is in place.
Inspection window, financing contingency, appraisal, title, closing — every date from the contract lands on one live timeline.
Three days before the inspection deadline, the buyer's agent, the inspector, and your client each get a courteous drafted reminder. You approve them in one tap.
The lender hasn't confirmed the appraisal order and the contingency is nine days out — you find out now, while a phone call still fixes it.
The deal file answers the 'did it get ordered?' question before you have to ask it at midnight. Every deal, every deadline, one glance.
BEFORE & AFTER
What Actually Changes.
▸Before: All of them, across every active deal
▸After: Zero — one live timeline per deal
▸Before: One or two a year, each costing days and goodwill
▸After: Rare — slippage flagged while it's fixable
▸Before: 3–4 a week during busy months
▸After: A morning glance at the dashboard
What it saves, in one line: No more 11pm 'did the appraisal get ordered?' panic. Deals stay on rails without you being the rail.
GETTING SET UP
Simpler Than You'd Think.
No rip-and-replace, no new systems to learn, nothing goes live without your say-so. Here's the whole process:
- ▸We set up your standard transaction timeline — your state's contract structure, your usual contingency windows.
- ▸Each new contract gets its dates entered once (or read from the document), and the timeline runs from there.
- ▸Reminder drafts go out under your name only after your tap — tone stays yours.
Deal terms and client finances can run through private AI infrastructure we own and operate — your transactions stay confidential on systems you control. Learn more about Private AI →
GET STARTED
Want this running in your business?
Tell us a bit about your business and we'll come back with honest, plain-English ideas about whether this fits — and what it would take. No jargon. No pressure. No obligation.
RELATED USE CASES
Listings go live a day earlier, and 'writing night' stops existing. Early listing days are when the buyer attention is.
LEARN MOREMost leads die from slow response, not rejection. Answering in two minutes instead of two hours is the single highest-leverage change an agent can make.
LEARN MOREA document that took 45 minutes starts at 90% done in two. Across a week, that's several billable hours recovered — or several evenings.
LEARN MORE