Automate Transaction Coordination Checklists for Real Estate
The Problem
Every deal has 50+ tasks with deadlines — inspections, appraisals, title, lender docs — and dropping one ball can kill the deal.
What We Build
AI generates deal-specific checklists from contract dates, tracks deadlines, sends reminders to all parties, and flags overdue items before they become problems.
Tools & Integrations
Follow Up Boss Google Sheets Email Google Calendar
How It Works
1
Discovery Call
We map your current transaction coordination process and identify exactly where AI saves the most time.
2
Build & Integrate
We build the AI workflow and connect it to the tools you already use — no software changes required.
3
Review & Refine
You review the results, we fine-tune until the workflow matches your standards — then it runs on autopilot.
Ready to automate transaction coordination?
Book a free 30-minute call. We'll walk through your current process and show you exactly how this workflow would work for your team.