One-page executive summary · Real estate operations

Real Estate

Governed transaction-file review: intake, analysis, review and an approved client report for brokerages and coordinators.

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THE PROBLEM

File checklists differ from agent to agent.

Missing items are found at the worst possible moment.

There is no clear record of review and approval.

THE VALUE

Catch incomplete transaction files before closing

Consistent file checklists across agents

A clear record of review and approval

What it does

  • Transaction or listing file intake
  • Analysis with unassessed items listed
  • Independent review and correction versioning
  • Approved client report and PDF
  • Read-only staff Copilot
  • Licensed-professional-review notice on every screen and PDF
Best-fit clientsResidential and commercial brokerages, transaction coordinators, property managers
RolesIntake, Reviewer, Approver, Client
PricingPilot pricing on request
StatusLive pilot
GovernanceHuman review, versioning, audit trail

How a pilot runs

  1. Week 1 · Set up

    Accounts and roles created; synthetic or approved sample data loaded.

  2. Weeks 2–4 · Run

    Your team runs the daily flow on real-shaped work with TSM support.

  3. Week 5 · Decide

    Review results together and decide on a monthly service.

No fair-housing, appraisal, legal or licensing determinations. Licensed professional review is required. Contact torreyw94@tsmatter.com.
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