Everything it takes to run a deal, explained.
A module-by-module tour of the platform, exactly as it works today: from the moment you drop in a contract to the day it closes with a clean audit trail.
Drop in the packet. Confirm what it read.
A new deal starts in the New Transaction wizard. Drag in the executed contract packet, even several PDFs at once, and the AI splits it into its documents, reads each one, and walks you through four phases: Upload, Contract Details, Contacts & Fees, then Verification.
- Extracts the parties, property, price, fees, and every contractual date, each with the page it came from so you can verify it in the document
- Flags anything missing and helps fill it, including an AI search of public sources, with manual entry always available
- On Verification you confirm what it read, then click Upload Transaction. The task plan, timeline, and compliance checklist are built when the deal is created
Built so you never re-type a contract.
Packet splitting
Upload one combined PDF or many files; the AI separates the contract, disclosures, and addenda into individual documents.
Evidence for every field
Each extracted value carries a citation, the page and passage it came from, so confirming it takes a glance, not a re-read.
Missing-info search
If the packet leaves a gap, the AI can search public sources and recommend a value; you decide what goes in.
Dates you confirm first
Contractual dates are extracted onto Contract Details so you can correct them before the deal exists.
The plan is built at create
The task plan, timeline, and compliance checklist are generated when you click Upload Transaction, from your templates and the dates you confirmed.
Drafts that survive
The wizard autosaves your progress, so a half-finished intake is waiting where you left it.
One page per deal, with Aime beside it.
Everything the wizard created lives on a single workspace for the life of the transaction: Overview, Timeline, Compliance, Tasks, Documents, Contacts, Billing, and Activity, with Aime and Email available on the deal.
- Aime, the in-app assistant, briefs you, flags what is at risk, and proposes next actions; every answer cites its evidence in the deal
- Everything the wizard captured stays editable here, with the same editors, for the life of the deal
- Change a date and the cascade of dependent deadlines is previewed before you commit it
One workspace per deal
everything the wizard built
Briefs you, flags risks, proposes actions — every answer cites its evidence.
Edit one date, preview every task it moves.
A deadline-aware plan, plus the queue that needs a human.
The task engine turns contract dates into an ordered plan. Needs You catches whatever Aime cannot finish alone — drafts, proposals, and decisions — so you work the exceptions, not every step.
Generated from the contract
Key dates become a structured task plan the moment you click Upload Transaction, built from your templates and the deal type.
My Task Queue
Everything due across every transaction in one prioritized list, with overdue work impossible to miss.
Needs You
Ready-to-send drafts, AI proposals, drafts to review, and coverage decisions, grouped by deal. Approve one, or Send all ready.
Dependencies respected
Tasks know what comes before them, and date changes cascade through dependent deadlines with a preview.
Task Templates
Standardize your checklist once in Settings; every new transaction can follow it.
Reminders & assignments
Due-date reminders and assignment alerts reach the right person, tuned in notification settings.
A queue that knows which document matters most.
All Documents is not a filing cabinet, it is an AI-prioritized action queue. Open document work across every deal is ranked into severity tiers, each row says why it is next, and the suggested action clears it in a click.
- Severity tiers from closing-blockers down to routine filing, with a briefing of what to clear first
- Classic views too: AI priority, All docs, Missing, Pending review, Sent for sig, and Signed, covering the whole library
- A cleared-today ledger shows exactly what got resolved across the portfolio
Open document work across every deal, ranked into severity tiers. Each row explains why it is next and suggests the action that clears it.
Filed, signed, and audit-ready.
E-signature
Send documents for signature with DocuSign and track envelope status without leaving the transaction.
Document Templates
Upload your own fillable PDF forms once; generate completed, flattened copies from deal data in a click.
Per-deal checklist
Every transaction carries its compliance checklist, so required documents are tracked from day one.
Version history
Every upload keeps its history; preview, rename, or reclassify without losing the trail.
Deletion approvals
Removing a document is a reviewed action, not a silent one, so the record stays trustworthy.
Requests to anyone
Missing something from a vendor? Request it, and it arrives through their own upload portal.
The inbox, triaged and drafted for you.
Connect Gmail or Outlook from Settings → Email & E-signature and transaction email stops being a second job. Incoming messages are matched to the right deal. Intelligence → Email is your Inbox, Outbox, Sent, and Filtered — drafts wait for you.
- Each draft shows its confidence score and the sources it drew from
- Approve & send, edit first, regenerate, or discard, always your call
- Every message is logged to the transaction and the communication audit
Gmail or Outlook — matched to the right deal automatically.
Sources shown beside the draft — the contract page, the timeline, the last thread.
Your call, always
Your voice, your templates, your rules.
Email Templates
Reusable, on-brand templates and your signature for the messages you send on every deal.
Full thread history
The conversation lives with the deal, searchable in the workspace and the Communication Audit.
Autopilot (optional)
Admins set Manual, Assisted, or Autopilot in Settings → AI & Automation. Autopilot may send named welcome, title-order, and inspection-reminder letters when confidence is high. Everything else waits in Email or Needs You. Wire and legal mail never auto-send.
Voice
Transcribe voicemails and calls and surface the details that matter.
SMS
Timely text updates to clients and vendors, never from your personal number.
Every key date, front and center.
Month & agenda views
Inspection, appraisal, financing, and closing dates across all deals, in the view that suits the week.
Filled from intake
Dates flow in from the contract automatically; there is no manual calendar entry to keep up with.
Deep links to the deal
Every event opens its transaction with the right card in focus, one click from date to context.
Google & Outlook push
Connect your calendar and push key dates to where you already plan your day.
Your vendor bench, working inside the deal.
Title, lenders, inspectors, and appraisers stop being a contact list and become part of the workflow.
Vendor Directory
Your whole bench in one searchable table: categories, contact details, and the deals each vendor has touched.
Assigned to the deal
Attach vendors to a transaction so scheduling, documents, and email all happen in context.
Vendor Templates
Standard outreach emails the AI can send for you, like ordering title or scheduling the inspection.
Vendor Proposals
When a vendor proposes a date or a change, it lands in a review queue: accept it, ask for clarification, or decline.
Vendor portal
Vendors get their own portal — Loan Files, Title Files, or Your Files, plus Documents and Tasks — no access to your full deal.
Contacts directory
A tenant-wide directory of buyers, lenders, title reps, and co-agents, reusable across deals from Deals → Contacts.
Invoices and payments, handled.
Invoices on the deal
Create and send invoices tied to the transaction, with their status tracked alongside everything else.
Secure pay links
Clients pay online through a secure Stripe link, no login required, and the payment lands on the record.
Refunds on the record
Issue partial or full refunds when plans change, with every movement logged on the deal.
Payment Access
You choose which roles can invoice and refund; the platform enforces it.
The layer that watches the whole portfolio.
AI Suggestions
A briefing of next-best-actions detected in your real deal data, each with its reason, a recommendation, and an editable draft ready to act on.
Analytics
GCI, sales volume, pipeline, on-time close rate, days-to-close, and task throughput, charted over your actual closings.
Role dashboards
Solo agents, team leaders, admins, and attorneys each land on a dashboard shaped for their day. Aime is the floating assistant on every internal screen.
AI Coach
Daily coaching and scripts grounded in your pipeline.
Everyone sees their deal. Nobody sees your notes.
The same transaction serves every party through role-based views: your clients get a calm concierge portal, vendors get a scoped upload portal, and attorneys get a matter workspace, all fed by the one record you maintain.
- Clients see Home, Next Steps, Timeline, Documents, and Updates, can upload what you ask for, and can message you through Ask Velvet
- FSBO sellers run their own sale with properties, documents, payments, and shareable milestone links
- Attorneys work matters through review, releases, a recording calendar, and per-state closing rules
Agent workspace
The full deal, every tab
Client portal
Timeline, documents, payments
Vendor portal
Requests and uploads only
Attorney workspace
Matters, releases, recording
Run the brokerage to one standard.
Team Overview
People and production in one review: every deal across the team, with status and what needs attention.
Teams & invites
Build teams, invite members, and assign roles from Settings; new agents inherit the workflow on day one.
Shared templates
Task, email, vendor, and document templates set once by the lead and used on every deal.
Team Playbook
Shared checklists, notes, and preferred vendors every team member inherits automatically.
Control that doesn't slow you down.
Nothing is sent or finalized without you, and everything is captured.
Role-based access
Each party sees exactly what is relevant; clients never see internal notes.
Communication Audit
Every message across the workspace, logged and searchable in one place.
Audit Log
A complete, timestamped history of actions across the workspace.
AI governance
You choose the AI provider and set the confidence thresholds that gate what the AI may do.
Connections
Gmail or Outlook and DocuSign from Settings → Email & E-signature; Google and Outlook calendars; Stripe; CRM webhooks from Integrations & Webhooks.
Guided from day one
A role-aware product tour and a full Help Center meet you inside the app.
A tailored workspace for everyone on the deal.
See it run, start to finish.
Watch a complete transaction move from contract to close, with the elves doing the work and you making the calls.