AI manages the transaction.
You manage the brokerage.
From offer to close, AI handles the paperwork, notifications, compliance checks, and document review. Your broker reviews and approves. Everyone else gets updates automatically.
How a transaction flows
Every party gets the right information at the right time.
Offer submitted
Agent uploads the contract
AI does
Reads the contract. Identifies type. Extracts terms, dates, parties. Runs compliance checks. Flags issues immediately.
Seller sees
Notification: new offer received. Offer terms summary. Portal access to review documents.
Broker sees
New file in review inbox. Compliance score. Any AI-flagged issues.
AI reviews the file
Before the broker even opens it
Pass — file is clean
All signatures present. Checkboxes correct. Names match. File moves to broker review with a green compliance score.
Reject — issues found
Missing signature. Wrong election. Amounts don't match. File returned to the agent with a clear explanation. No broker time wasted on incomplete files.
Broker approves
One click. Stamped and documented.
Review
Broker sees the AI compliance report, the document, and any flags. Everything on one screen.
Approve
One click. Broker stamp applied automatically. Document marked as reviewed in the supervision record.
Or request changes
Broker adds notes and returns to the agent. Agent sees exactly what to fix. No phone calls, no chasing.
Everyone stays informed
Automatic updates. No chasing.
Buyers
- • Access to contract documents
- • Chat with AI about their file
- • "When is my inspection deadline?"
- • "What documents do I still need?"
- • Real-time status updates
Sellers
- • Notified when offers come in
- • Portal to view offer details
- • Status updates through closing
- • No "any updates?" calls
Agents
- • AI tells them what's needed next
- • Deadline reminders automatic
- • Upload → instant compliance check
- • No more "did you send the SPDS?"
Close with confidence
Closing package
AI assembles the closing package, verifies all required documents are present, generates the CDA, and emails the title company.
Commission tracking
Disbursement calculated from the plan template. 1099 data logged automatically. Year-end processing already done.
Why “Agentic” AI?
It doesn't wait for you to ask.
Traditional software waits for input. Agentic AI takes action — it monitors, flags, notifies, and manages. You supervise the outcomes, not the process.
Traditional
You check each file manually. You email agents about missing docs. You track deadlines on a calendar.
AI-Assisted
AI flags issues when you open a file. You still manage the workflow. Better, but still your job.
Agentic AI
AI reviews on upload. Rejects incomplete files. Notifies all parties. Tracks deadlines. You approve results.
Stop chasing paperwork.
Let AI manage the transaction. You manage the brokerage.