LOI & Term Sheet Drafting for Real Estate Developers with Procore
Run loi & term sheet drafting on autopilot inside Procore.
The Problem
Commercial Development LOIs go back and forth 6 times before terms lock — the broker redlines each round by hand and the deal slows while counterparties stay quiet.
What We Build in Procore
AI drafts each round against the firm's playbook in Procore, summarizes what changed vs. the prior round, and flags non-standard terms — turnaround per round drops to hours. Purpose-built for teams running Procore — uses the native API or agent integration so nothing leaves the system of record.
Procore Integration Approach
Audit your Procore configuration
We map the specific Procore objects, custom fields, and workflows the automation needs to touch for your commercial development practice.
Build on the Procore API or agent
Integration happens inside Procore — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Procore with enough context to act — AI handles the 80%, your team owns the judgment calls.
Frequently asked
Does this loi & term sheet drafting automation work natively in Procore?+
Yes — we build directly on Procore's API or agent integration. Your data stays in Procore, your real estate developers keep the same login and UI, and there's no parallel system for the team to learn.
What Procore configuration do we need before deployment?+
We work with your existing Procore setup. During discovery we map the specific objects, custom fields, and workflows the automation touches — no rip-and-replace required for commercial development teams.
Can Procore handle loi & term sheet drafting on its own?+
Procore handles configuration; AI handles judgment. Native Procore workflows route deterministic tasks; our automation layer adds the AI judgment Procore doesn't ship out of the box — document classification, exception triage, drafting.
Is Procore the right tool for loi & term sheet drafting for real estate developers?+
Procore is widely used among commercial development teams precisely because of its data model around loi & term sheet drafting. We've deployed this workflow on Procore for similar firms and the integration is well-trodden.
What's the typical ROI of loi & term sheet drafting automation in Procore?+
For commercial development firms running Procore, automation typically pays back inside the first quarter — measured against the loaded cost of the real estate developer hours absorbed. Higher volumes deploy faster.
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See this running in your Procore instance
30-minute call. We'll look at your actual Procore setup and show exactly how this workflow fits.