Skip to content
Real estate

Real estate agent

Deals, deadlines, and documents live in spreadsheets and inboxes.

Real estate · agent spec

Illustrative

Manual pain

Deals, deadlines, and documents live in spreadsheets and inboxes.

Action 01

Transaction & deadline automation

Action 02

Lease intelligence & maintenance coordination

Action 03

Portfolio analytics

01

workflow owner

03

agent actions

100%

reviewable by design

Live

handoff-ready system

How it runs

From documents in to decisions out.

Each agent starts with a small set of operating actions, clear escalation, and visible ownership.

The pipeline

Ingest

Contracts, leases and amendments are parsed on arrival.

Extract

Parties, dates, obligations, options and renewal terms are pulled into a structured record.

Track

Every deadline enters one calendar: notice periods, contingencies, escalations.

Nudge

The responsible person is prompted ahead of each date, with the source clause attached.

Log

Every action is recorded against the transaction file.

Agent actions

01

Transaction & deadline automation

Deadlines and contingencies are pulled directly from the contract and tracked automatically, so nothing depends on someone remembering a date.

02

Lease intelligence & maintenance coordination

Lease terms and maintenance requests are abstracted from the source document, with renewal and coordination triggers set from the clause itself.

03

Portfolio analytics

Portfolio analytics roll up from the same transaction-level data, so the view stays current without manual reporting.

What it reads, does and shows

Reads

  • Purchase contracts and amendments
  • Leases and abstracts
  • Disclosure and e-signature status
  • Transaction checklists

Does

  • Abstracts key terms with the clause quoted
  • Builds the deadline calendar per transaction
  • Chases missing signatures and documents

Shows

  • A per-deal timeline with owner and status
  • Clause-level answers with citations
  • A portfolio-wide deadline view

Connects to

CRM / MLSE-signatureCalendarsEmailDrive / document storage
Controls

Production means the team can trust it.

The system is designed with human review, evaluation, auditability, permissions, and monitoring before expansion.

Human-in-the-loop stays visible.

The agent handles the repetitive path. People still own approvals, exceptions, and high-risk decisions.

Evaluation harness

Exception queue

Access controls

Operating runbook

Proof signal

Pattern: −15% vacancy, −35% maintenance response (PropTech case study)

Read related case study

Start the real estate workflow audit.

Bring one workflow your team still handles manually.