Everything it takes to run a deal, in one place.
Velvet Elves is a complete transaction OS: AI intake, a deadline-aware plan, documents and e-signature, email handled, vendors, payments, and a client portal, with you approving every step.
- Loan commitment for 412 Magnolia is due Friday.
- 2 disclosures still need a signature on Birchwood.
- Appraisal ordered for 9 Loan Street — ETA Wed.
A representative view of the Velvet Elves app
Drop in the contract. It reads everything.
Upload the executed contract or forward the email. Velvet Elves parses the parties, property, price, and every contractual date, then builds the deal for you to confirm.
- Parses parties, property, price, and dates from the PDF
- Builds the transaction and its timeline automatically
- You confirm what it found, no data entry
Every deal in one calm command center.
Active, pending, and closed, each with its milestone tracker, days-to-close, tasks, and documents. Sort by urgency and see what needs attention before it bites.
- Milestone tracker and days-to-close on every deal
- Filter by overdue, due today, needs attention, closing soon
- A conversational AI agent rides along inside each transaction
A conversational AI agent inside every deal.
Open a transaction and the agent briefs you, flags what's at risk, and proposes the next action, drafted and ready. You approve or dismiss; the deal's tabs update from canonical data, never a claim in chat.
- Surfaces blockers and deadlines before they bite
- Proposes actions (like an email draft) for one-click approval
- Every approval writes to the timeline and the audit trail
The inspection deadline is in 3 days. I drafted a reminder to the buyer’s agent.
A deadline-aware plan, built from the contract.
The task engine turns contract dates into an ordered, dependency-aware plan, so nothing slips because you were busy.
Generated from the contract
Key dates become a structured task plan the moment the deal is created.
My Task Queue
Everything due across every deal in one prioritized list, by urgency and severity.
Dependencies & float
Tasks understand what comes before them and how much slack each date has.
Templates & playbooks
Standardize your workflow once; every new transaction follows it.
Reminders before they bite
Follow-up cadence scales with how critical and how close each deadline is.
One-click complete
Resolve a task and the timeline, documents, and client view update together.
Every document filed, checklisted, and audit-ready.
All Documents
A single checklist per deal: what is in, what is missing, and what needs review.
Missing-doc radar
Required disclosures and forms are tracked, so gaps surface before closing.
E-signature
Send for signature and track status without leaving the transaction (DocuSign).
Template library
Upload your own fillable PDFs, map the fields once, and generate filled forms.
Generate from template
Produce a completed, flattened form from the deal data in a click.
"Cleared today" ledger
See exactly what was resolved today across the whole portfolio.
The inbox, triaged and drafted for you.
Transaction email is read, sorted, and answered as drafts. Every reply waits for your one-click approval, so the thread stops being a second job.
- AI drafts on-point replies in your voice
- Confidence-scored, with the source it used
- Nothing sends without your approval
More in Email & AI.
Email templates
Reusable, on-brand templates for the messages you send on every deal.
Full thread history
Every message is logged to the transaction and the audit trail.
Voice Elf
Transcribe voicemails and calls and surface the details that matter.
SMS Elf
Timely text updates to clients and vendors, never from your personal number.
Autopilot send
Approved cadences that send the routine updates on schedule.
Every key date, front and center.
Closing calendar
Inspection, appraisal, financing, and closing dates across all deals, month or agenda view.
Pulled from the contract
Dates flow in from intake automatically, no manual calendar entry.
Calendar sync
Push key dates to Google or Outlook so they live where you already work.
Your vendor bench, organized.
Title, lenders, inspectors, appraisers, and more, with preferred picks, categories, and contact details, ready to drop into any deal.
- Preferred vendors and categories at a glance
- Search and filter your whole bench in one place
- Inbound proposals you can accept or counter, and a vendor portal
Invoices, payments, and payouts, handled.
Invoices
Create and send invoices tied to the transaction.
Pay links
Clients pay online from a secure link, no login required.
Commission payouts
Track and trigger commission splits and payouts.
The AI that watches the whole portfolio.
AI Suggestions
Proactive, ranked next-best-actions across all your deals, with confidence.
Analytics & reports
Pipeline value, closings, and per-user performance, exportable.
Deal health scoring
A health read on every transaction so risk surfaces early.
AI Coach
Daily coaching, lead-gen prompts, and scripts grounded in your pipeline.
A calm, private window for buyers and sellers.
Client portal
A concierge home with the timeline, next steps, and updates, no internal notes.
Milestone share links
Share a clean progress view with anyone, no account needed.
Review & sign
Clients review and sign documents in one place.
Client invoices
Buyers and sellers see and pay what they owe, clearly.
A tailored workspace for everyone on the deal.
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.
Team overview
Team leads see every deal across the brokerage, with shared templates.
Communication audit
Every message and action is logged and searchable.
Audit log
A complete, exportable, timestamped history of the whole workspace.
AI governance
You choose the AI provider; confidence thresholds gate what auto-acts.
Integrations
Gmail, calendars, and e-signature connect to the work you already do.
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.