In development for real estate agents
Spend less time preparing transactions. More time serving clients.
An AI-powered assistant designed to help real estate agents organize transaction information, prepare documents, and streamline everyday administrative work, with you approving every important step.
Product preview
From a plain-language request to a reviewed, ready-to-prepare transaction
Describe the deal the way you'd tell a colleague. The assistant is being designed to organize the details, show you what's missing or inconsistent, and propose next steps you approve.
Extracted details
6 validated- Property
- 1423 Maple Ave
- Buyers
- Dana & Luis Ortiz
- Purchase price
- $612,000
- Financing contingency
- 21 days
- Target closing
- Dec 15
- Representation
- Buyer side
Needs your attention
2 itemsSeller name(s) · Missing
Required before the agreement can be prepared.
Earnest money · Conflict
3% of price ($18,360) in your request vs. $15,000 in the contact notes.
Proposed action
Prepare purchase agreement draft
1423 Maple Ave · Buyer side
- Create transaction record
- Suggest purchase agreement form for your review
- Pre-fill fields from validated details
- Hold 2 fields until you resolve them
Nothing is sent, signed, or shared until you approve it.
Planned capabilities
Built around the paperwork that slows transactions down
These are the capabilities we're building, with contract preparation first. Each one will be marked available only when it's ready.
AI-assisted contract & document preparation
The core of the product. Turn a conversation about a deal into organized, validated transaction details, then into documents ready for your review.
- Describe the deal in plain language
- Missing and conflicting terms flagged before drafting
- Help identifying the appropriate forms
- Fields pre-filled only from validated details
Transaction organization
Properties, parties, terms, and key dates gathered into one structured record per deal.
Contact & client management
Buyers, sellers, and every other party to a deal, organized and linked to their transactions.
Tasks & follow-ups
Deadlines and to-dos drawn from transaction dates, so contingencies and follow-ups don't slip.
Document review & validation
Documents checked against the transaction record to catch gaps and inconsistencies early.
Human approval & activity tracking
Consequential actions wait for your sign-off, and every step is recorded in an activity log.
How it works
Four steps, and you approve the important ones
- 01
Provide transaction details
Describe the deal in your own words, or point the assistant to information you already have.
- 02
The assistant organizes and validates
Details are structured into a transaction record, with anything missing or conflicting flagged.
- 03
Review proposed documents and actions
See exactly what will be prepared or changed, and edit anything before it moves forward.
- 04
Approve and manage the transaction
Approve the work, then track tasks, documents, and deadlines through closing.
The product is in development. Which automation features and integrations are available will depend on development status and the integrations we're able to support.
Integrations
Designed to work alongside the tools you already use
Agents shouldn't have to give up the transaction-management system their brokerage relies on. We're designing the assistant to fit around your existing tools instead of replacing them.
No integrations are available yet. We'll list an integration as available only once it's working and authorized by the platform provider. We don't currently have partnerships with, or endorsements from, any third-party platform.
- Exploring
Transaction-management platforms
So prepared information can flow into the systems your brokerage already uses.
- Exploring
Email
To draft follow-ups for your review, sent only with your approval.
- Exploring
Calendar
To keep contingency deadlines and closing dates in front of you.
- Exploring
Document storage
To keep transaction files organized where you can find them.
Human oversight & security
An assistant that works for you, not around you
These are the principles the product is being designed around.
You stay in control
Agents keep control of important transaction decisions. The assistant prepares and proposes, and you decide.
Gaps are flagged, not guessed
Missing or conflicting information is surfaced for you to resolve instead of being silently filled in.
Approval before consequential actions
Anything that sends, shares, or changes important records requires approval from the right person.
Organization data kept separate
The system is being built so each organization's information is kept separate from every other organization's, enforced at the database level.
We have not completed independent security audits or certifications. We'll share details here as that work is done. See our Privacy Policy for how information is handled.
Early access
Interested in early access?
Tell us about your team and how you handle transactions today. We'd like to hear from agents, teams, and brokerages as we build.
Get in touch