From contract to close.
No setup, no migration, no template to build first. Drop the executed contract into the wizard, confirm what the AI found, and the deal is built: a task plan, the documents, the timeline, and a clear client view, all of it waiting on your approval before anything moves.
You upload the executed contract packet to the New Transaction wizard. The AI splits and reads it, and you confirm every extracted detail: address, purchase terms, parties, and dates. On Accept & Create the platform builds the deal, a deadline-aware task plan, the document checklist, and the timeline. From there, email is drafted for your approval, documents and key dates are tracked, and clients follow along in their own portal, with a complete audit trail throughout.
Upload the contract packet.
A deal starts in the New Transaction wizard. Drag in the executed contract, one combined PDF or several files, and the AI splits the packet into its documents and reads each one. Prefer to type it in? Manual entry is always there.
- Parties, property, price, fees, and every contractual date extracted automatically
- Every extracted value carries a citation to the page it came from, so verifying takes a glance
- Anything the packet leaves out is flagged, with an AI search of public sources to help fill it
Confirm it. The deal is built.
Nothing is created behind your back. The wizard walks you through the address, the purchase terms, and the people on the deal, then previews the timeline, the compliance document checklist, and every task it plans to generate. You adjust what you want and click Accept & Create.
- Contingency deadlines computed and shown before anything commits
- The compliance checklist for your deal, tracked from day one
- Every generated task is previewed and editable before the deal exists
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.
You approve, it executes.
From the workspace, the deal runs itself under your sign-off. Transaction email arrives sorted and answered as drafts, tasks surface by urgency across all your deals, and your client watches progress in their own portal, never your internal notes.
- Email drafts show their confidence and sources; approve, edit, regenerate, or discard
- Tasks, documents, and key dates update together when you resolve something
- Every send and every change is written to the audit trail automatically
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
One platform, the right view for everyone.
Agents
Win back your evenings and give clients a five-star experience, without hiring a coordinator.
Learn moreBrokers & Teams
Pipeline visibility across every deal, without micromanaging a single agent.
Learn moreAttorneys
Matters, releases, and recording checkpoints handled; legal judgment stays yours.
Learn moreFSBO Sellers
Navigate the path from contract to close with professional structure and confidence.
Learn moreClient Portal
Give buyers and sellers a calm, clear view of what is happening and what comes next.
Learn moreWatch the three steps in action.
See a full transaction move from contract to close: read, built, and approved.