Real estate transaction automation that reads the contract and tracks every deadline
For transaction coordinators carrying dozens of files at once. The automation reads the executed purchase agreement and addenda, builds the checklist in Dotloop, SkySlope or Brokermint, and chases each party before earnest money, inspection, appraisal and financing dates arrive.
- Contingency dates pulled from the contract, confirmed by a person
- Missing signatures caught before broker review
- Wire fraud warning on every closing-stage message
How files slip between contract and closing
A counteroffer moved the dates
Addendum 2 shortened the inspection period. The checklist still shows the original date, and the objection deadline passes without anyone noticing.
Broker compliance kicks the file back
Missing initials on page 6, no lead-based paint disclosure on a 1962 house, an agency disclosure never signed. The file gets rejected the week of closing.
Everyone wants a status update
Buyer, seller, lender, title and the other agent each email for an update, and the coordinator writes the same summary five times a day.
What the transaction automation does
It reads, calculates, checks and reminds. Your coordinator confirms dates, and agents and clients sign everything.
Contract and addendum reading
Extracts acceptance date, earnest money amount and due date, inspection, appraisal and financing contingency periods and closing date, and recalculates when an addendum changes them.
Deadline calendar and reminders
Builds the timeline in your transaction platform and reminds the right party before each deadline, counting days the way your contract form defines them.
Compliance pre-review
Checks uploads against your broker's required document list, finds missing signatures and initials, and flags disclosures such as lead-based paint on pre-1978 homes.
Party status updates
Sends milestone updates to buyer, seller, lender and title showing what is done, what is due and who owes it.
Wire fraud warnings
Adds your wire fraud warning to client messages near closing and never includes or forwards wiring instructions. Clients verify by calling title at a known number.
Earnest money confirmation
Tracks the earnest money due date, chases the receipt from escrow or title and flags the agent if it is not confirmed in time.
Where the transaction work happens
Dotloop
Loops, documents and participants through the Dotloop API.
SkySlope
Files and checklists through SkySlope's API where your brokerage has access, or through document exports.
Brokermint
Transactions, checklists and commission data through Brokermint's API.
Your CRM
Closings and past-client status written back.
Post-closing follow-up
The past client agent picks up after the keys change hands.
Document intake beyond real estate
The same extraction approach for invoices and bills.
Built for what goes wrong at closing
Wire fraud is the costliest mistake
Business email compromise targets real estate closings, and the FBI ranks it among the costliest internet crimes it tracks. The automation never handles wiring instructions and warns clients in every closing-stage message.
Days counted the way your contract says
Calendar days versus business days, and what happens when a deadline lands on a weekend, depend on the contract form. Rules follow your form and a coordinator confirms.
RESPA-aware vendor introductions
Lender, title and inspector introductions follow your broker's approved list and any affiliated business disclosure your broker requires. Nothing tracks or pays referral fees.
Agents and brokers stay in charge
The automation drafts, reminds and checks. Extensions, amendments and contingency removals are signed by your clients and agents.
“He got me 9 sales in my first 7 days of launching our campaign, which exceeded my expectations!”
Common questions
What is real estate transaction automation?
Automation that reads an executed purchase contract, builds the deadline calendar and checklist, checks documents for compliance gaps and keeps every party updated through closing.
Can it read our state's purchase agreement?
Yes, from the PDF in Dotloop, SkySlope or Brokermint, including addenda and counteroffers. We test it on your closed files first, because forms and fields differ by state.
What if the inspection deadline falls on a weekend?
It follows the day-counting rule in your contract form and flags any date that lands on a weekend or holiday for the coordinator to confirm.
Does it remove contingencies or send notices for us?
No. It drafts the notice or removal form and reminds the agent of the deadline. Signatures stay with your clients and agents.
Will it catch a missing buyer agreement?
Yes, when your broker's checklist requires one. Since the NAR settlement practice changes took effect in August 2024, MLS participants working with buyers need a written agreement before touring, so it belongs on the checklist.
Can it prepare commission disbursement authorizations?
It can draft the CDA from Brokermint or your deal data for the broker to approve. It never sends payment or wiring instructions.
Close every file without the scramble
Take the 2-minute AI audit to see where your contract-to-close process is losing time.
- Collect your forms and checklists
We gather your association or brokerage contract forms, common addenda and your broker's compliance checklist, since forms and day-counting rules differ by state.
- Test on closed files
We extract dates from recent closed files and compare them against what your coordinator actually recorded.
- Coordinator confirms every date
On live files, extracted dates and checklists are drafts your coordinator confirms before any reminder goes out.
- Update forms as they change
When your association revises a form or your broker changes the checklist, we update the extraction in the monthly review.