An AI agent that prepares, validates and routes disclosure and transaction documents for buyers, sellers and brokers. Weeks of paperwork become about two hours the broker runs alone.
Selecting forms per city and county, filling them, tracking deadlines, updating every party.
Buyers, sellers, agents, lenders and escrow or title, all waiting on the same paperwork.
Between executed contract and recorded deed, with the same facts retyped form after form.
Also missing today: a real-time status view for buyers and sellers, and a firm wall between the two sides.
Every screen below is from the running app, using the real 118 Cottage Grove Ave package.
Start from one dashboard with each property, how far along it is, and what needs doing this week.
The agent asks one question at a time. Each answer fills every form that needs it, and the agent shows its reasoning and confidence so you can verify or override.
A guided workflow takes the broker through flagged fields, AI selections and approvals, then sends each document to the right party.
Sellers follow their deal live and see only what they need to act on.
Buyers see the property, every milestone from pre-approval to close, and the documents that are theirs.
One answer can fill several forms, add the ones the rules now require, and skip questions that no longer apply.
Fills every form that needs that fact, so nothing is asked twice.
Adds or removes forms by the rules for the state, county and city.
Skips questions that no longer apply to this property.
Asks first what unblocks the most forms, so the package moves fastest.
The property, the parties and past transaction files.
What state, county and city rules require, and the next best question.
Fills every form, routes each to the right side, tracks deadlines.
Checks the package and flags missing data for broker review.
| Step | By hand today | With the AI Real Estate Agent |
|---|---|---|
| Pick the forms | Look up state, county and city rules by hand | Selected from the address and answers |
| Fill the forms | Retype the same facts on every form | Each answer fills every form at once |
| Find what's missing | Chase parties by email and phone | Blocked forms name the exact question |
| Route and track | Send, follow up and update status manually | Routed to each side with a live progress bar |
| Total time | 1–4 weeks | About 2 hours (target) |
A test harness runs the agent against this real package and checks its output before anything ships.
documents in the real package
forms with variable data
city and county-specific forms
fields left open and flagged, not guessed
Open fields: permit history, occupancy status, pool or spa, and solar system, all on the Seller Property Questionnaire.
Run the full package themselves and manage many deals from one dashboard.
Paperwork is automated; advice and negotiation stay with people.
Live progress, each question asked once, only their side's documents.
City and county rules encoded, gaps flagged, every field auditable.
Try the app and walk the 118 Cottage Grove Ave package as broker, seller or buyer.