Intake
Real Estate Document Intake Agent
Reads incoming documents and email, extracts parties and key deal terms, and flags missing or inconsistent information.
Every flow is set up for your data, your tools, and your approval steps—not a copy-paste from somewhere else.
Great for
- High-volume intake queues
- Faster document processing
- Fewer manual errors
- Consistent data extraction
What you get
Document classification
Automatically identifies document types from incoming email and uploads.
Party and term extraction
Extracts buyer, seller, lender, and key deal terms from unstructured documents.
Gap detection
Flags missing or inconsistent information before files move downstream.
Works with your systems
Documents we can use (examples)
Your data
We use only the access you grant. We keep data only as long as you need. We do not train on your private files unless you say so. We match how your IT and legal teams want to run things.
How we work with you
We start with a short discovery call, then a small pilot on one part of the business. When it works, we add approvals, templates, and more users. No big-bang go-live.
Ready to get started?
Book a free discovery call to see how this agent fits your workflow.