Real estate operations
How many transaction files reach closing with a document still missing?
Real Estate — Governed transaction-file review: intake, analysis, review and an approved client report for brokerages and coordinators.
▶ 1:45 narrated demoCaptions built inSynthetic data
The problem today
Why teams in real estate operations need this
01File checklists differ from agent to agent.
02Missing items are found at the worst possible moment.
03There is no clear record of review and approval.
Immediate business value
What changes on day one
RESULT 01
Catch incomplete transaction files before closing
RESULT 02
Consistent file checklists across agents
RESULT 03
A clear record of review and approval
Built for: Residential and commercial brokerages, transaction coordinators, property managers
Capabilities
What your team gets
- 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
How it works, end to end
A walkthrough of the daily flow
IntakeTransaction file
Open the transaction file and add its documents.
IntakeAnalysis
Run the analysis; record unassessed items.
IntakeSubmit for review
Submit for review.
ReviewerReviewer
As reviewer, confirm or correct.
ApproverPublish
As approver, publish and check the PDF.
Safeguards
People stay in charge
Every result is reviewed and approved by a person before release. Every change is versioned and every action is on the audit trail.
BOUNDARIESNo fair-housing, appraisal, legal or licensing determinations.
Licensed professional review is required.
Go deeper
Everything you need to evaluate and run it
PricingPilot pricing on request
StatusLive pilot