One transaction. Two ways in.
Both doors lead to the same record, the same obligations, and the same supervision evidence. Native is the better way to work. Import is the permanent bridge — nobody has to migrate to get started.
Start where the relationship starts — not the contract.
A licensed user begins at the first relationship event — a lead, a buyer conversation, a listing opportunity, a showing, an offer. The system identifies the parties, works out what applies, creates the obligations, prompts the required disclosures, prepares documents from known facts, and routes them for native signature. Supervision isn't a separate step — it's a by-product of the work itself.
- Facts captured once, at the first relationship event
- Parties matched against existing records — not re-typed
- Obligations attached automatically, from what applies
- Required disclosures prompted, not left to memory
- Documents drafted from known facts
- Signatures routed natively, the moment a document is ready
Starting a transaction natively has to beat filling the PDF by hand — every time. If it's ever slower, the native door loses, and import becomes the only door anyone uses.
Or bring what you already have.
Drop in uploaded documents, shared-drive folders, email attachments, text-message screenshots or exports, externally signed forms, scanned paperwork, counterparty artifacts. AI extracts the facts, reconstructs the transaction state, attaches the obligations that should exist, and flags what's missing, late, or inconsistent. Counterparties, lenders, and attorneys will never all be native — this is the permanent on-ramp for everything that isn't.
- Upload individually, in bulk, or forward by email
- Classified and extracted automatically — including scans and screenshots
- Reconciled against the record; conflicts are surfaced, never silently overwritten
- Gaps flagged as findings, not buried in a folder
Onboarding is the offer, not a step before it.
Forward or upload your active files. Within 48 hours, before anyone changes how they work, you get a full snapshot of your live business — delivered as a dashboard view and a PDF you can forward to anyone who needs to see it.
- Unsigned required disclosures & agreements
- Missing required documents
- Deadlines expiring within 7–14 days
- Cross-document date conflicts
- Transactions without signed representation
- Per-agent and firm-wide summary
Get your snapshot in 48 hours.
Send us what you already have. In the same week, your next deal can start through the native door.