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Transaction Management

Nothing slips between contract and close.

Your TCs are great. They're also watching 30 dates on every file by hand. These agents watch the deadlines, read the paperwork, and write the updates, so your TCs spend their time on the files that actually need a person.

The desk, on duty

  • Appraisal 4 days overdue

Events handled: Appraisal 4 days overdue, Addendum signed, Inspection response due tomorrow.

Where the time goes

  • Deal updates run days behind what actually happened.

  • Deadline alerts either flood the channel or get turned off.

  • Signed documents land in a shared inbox where they go to die.

Where each agent works

Follow one deal from signed contract to closing day.

  1. Contract signed

  2. Deadlines start

  3. Inspection and appraisal

  4. Negotiation

    Your team
  5. Every milestone

  6. Clear to close

    Your team
Contract Reader: Read in seconds. Pending form and CRM filled. HOA addendum flagged for the TC.

Agent 1 of 3

Deadline Watchdog

Plain reminders for the routine dates. Real judgment when one slips.

On duty
The job
Catches the contract deadlines that slip, and tells you which ones actually matter.
Watches
A deadline passing with its task still open
Does on its own
Reads the deal, the CRM notes and the texts, then decides if it's a real problem or has a good explanation
Checks with you first
Nothing. It only posts. Your TC decides what to do.
Works in
Slack, in the deal's channel
Moves this number
Deadlines missed per month

Deadline Watchdog

Sample data

1What happened

Appraisal was due 4 days ago.

Task still open. 3310 Mesa Ln.

2What the agent checked

  • Read the transaction (not yet)
  • Read the CRM notes (not yet)
  • Checked lender contact: none since last Tuesday (not yet)
  • Close date: 9 days out (not yet)

3What it did

Press Run it to see the call.

Sample data. The real one runs on your systems with your field names.

What changes for your team

  • Fewer alerts, and the ones you get matter.
  • Overdue items come with an explanation, not just a red flag.
  • TCs stop checking every file every week by hand.
  1. Wakes up
  2. Reads
  3. Decides
  4. Shows up

Agent 2 of 3

Contract Reader

Upload the signed contract. Everything else fills itself.

On duty
The job
Reads the signed contract and fills your systems, so nobody retypes it.
Watches
A signed document showing up
Does on its own
Pulls the fields, checks them against your compliance rules, fills the pending form and your CRM
Checks with you first
Anything it isn't confident about. Those fields go to a person.
Works in
Your transaction system and your CRM
Moves this number
Minutes from signed to entered

Contract Reader

Sample data
Ready to read a contract
Ready to read

Purchase Contract: Sample.pdf

Buyer Name
Marcus & Lynn Delgado
Property Address
4821 Sonoran Ridge Blvd
Purchase Price
$724,000
Close Date
July 14, 2026
Contingencies
Inspection · Financing

…additional terms agreed by both parties on June 9, 2026. Subject to lender approval and satisfactory inspection report…

CRM Record Card

Buyer Name
Property Address
Purchase Price
Close Date
Contingencies
Sample data. The real one runs on your systems with your field names.

What changes for your team

  • No double entry from contract to form to CRM.
  • Missing disclosures get caught the day the contract comes in.
  • The right forms for each state, without anyone remembering which is which.

Connects to

Already reading documents for a lending team and a real estate team.

  1. Wakes up
  2. Reads
  3. Decides
  4. Shows up

Agent 3 of 3

Status Update Writer

One status change. Two updates, written for two different people.

On duty
The job
Writes the status update twice, once for your client and once for your agent, every time a file moves.
Watches
A stage change or a newly signed document
Does on its own
Drafts both updates from the same status, in two different voices
Checks with you first
Bad news. Anything off-script waits for a person.
Works in
Text or email to clients, Slack to agents
Moves this number
"Where are we at?" calls per week

Status Update Writer

Sample data
Ready to go 0

Press the trigger. The agent drafts everything and waits for your approval.

Sample data. The real one runs on your systems with your field names.

What changes for your team

  • Clients hear from you before they have to ask.
  • Agents know where every file stands without pinging the TC.
  • Bad news still goes through a person.

Connects to

  1. Wakes up
  2. Reads
  3. Decides
  4. Shows up

Example numbers. Change them to yours.

Size it yourself

10300
560
20%90%
$20$80
Hours back per month
39 hrs
Hours back per year
468 hrs
Dollars back per year
$14,040

Files times minutes per week, times 52 weeks, times the share the agent takes, times your hourly cost.

Size it with us

More agents for this department

Built on your systems

  • Sisu
  • Dotloop
  • SkySlope
  • Open to Close
  • Follow Up Boss
  • Gmail
  • Slack
How we connect them

Frequently asked questions

Notifications fire on every date. The Watchdog only speaks when a date passes and nothing explains it. That's why people actually read it.

Often, yes. If it sends email notifications, we can build off those. When a system has no API, the signed-document emails become the trigger.

No. It takes the watching and the retyping off their plate so they can handle more files, and the ones that need a human get one.

How far behind are your deal updates right now?

Bring it to a 30-minute call. We'll tell you if an agent is the right fit and what discovery would look like for your team. If a simple automation does the job, we'll tell you that too.

Your first agent, live in one month.

Book a consult