Solutions · Real estate brokerage

Every client, listing, document, deadline and handoff moving forward.

Without relying on memory or manual follow-up: see what changed on each file, what is missing and who needs to act.

The work

Agents juggle many files at once.

From accepted offer to closing there are disclosures, inspections, appraisal, financing and title, each with dates and other parties. A busy agent has a dozen files at once.

Tuesday, 12 open files

Eight files are on track.

Two are missing a document, and Momor has already asked the other agents for them.

Step 1 of 4

On track8

Missing a document2

An inspection finding affects a disclosure.

On 14 Elm St, the inspection adds a roof repair. The disclosure already went out, and the repair-request deadline is in three days.

Step 2 of 4

14 Elm StRoof repair

The question, as the person sees itThe inspection adds a roof repair. Send an amended disclosure to the buyer’s agent?

Two versions of one addendum.

On 88 Bay Rd, both are kept. The brokerage rule says the latest fully signed version governs, so the Sep 18 version is used, and the rule is shown.

Step 3 of 4

GovernsSep 18 version

KeptOther version

Every file shows who needs to act.

What changed, what is missing, and the next action, with routine chasing done.

Step 4 of 4

Files12

Next action named12

Illustrative.

Step 1 of 4

On track8

Missing a document2

Step 2 of 4

14 Elm StRoof repair

The question, as the person sees itThe inspection adds a roof repair. Send an amended disclosure to the buyer’s agent?

Step 3 of 4

GovernsSep 18 version

KeptOther version

Step 4 of 4

Files12

Next action named12

Who does what

Rules, AI and people, each in their place.

Rules and systemsTransaction checklists, date rules, brokerage policies (such as which version governs), connections to transaction management, e-signature and email.
AI, within a roleRead documents, find what is missing or changed, draft messages.
PeopleNegotiations, disclosures, exceptions, client advice.

What stays

A record you can follow.

Each file's full history, ready for compliance review.

How the knowledge graph works →

First deployment

Transaction coordination from accepted offer to closing for one office.

Start with one process.

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