Transaction pipeline
From signed purchase agreement to recorded deed. AI does the repetitive work; the human TC stays in control.
Active files
6
2 closing this week
Open tasks
13
1 overdue · escalated
Documents outstanding
9
Across all files
Critical alerts
5
Human attention required
Files
1428 Larkspur Ave
Aurora, CO · Subject-To · TC Renee Cole
Aug 21, 2026
17 days remaining
77 Cypress Row, Unit 4
Tampa, FL · Traditional Purchase · TC Marcus Hale
Aug 14, 2026
10 days remaining
9302 Ridgeline Dr
Mesa, AZ · Double Close · TC Renee Cole
Aug 11, 2026
7 days remaining
512 Hollow Creek Rd
Cleveland, TN · Seller Financing · TC Marcus Hale
Sep 02, 2026
29 days remaining
204 Foundry St
Kansas City, MO · Wholesale Assignment · TC Renee Cole
Aug 07, 2026
3 days remaining
6100 Chandler Industrial Pkwy
Chandler, AZ · Commercial Purchase · TC Marcus Hale
Oct 09, 2026
66 days remaining
AI workers
File Setup
Parses the packet and builds the transaction record
Title Coordination
Opens title, requests commitment, tracks responses
Buyer Coordination
Buyer-side updates, documents and confirmations
Seller Coordination
Seller-side updates, payoffs and signatures
Agent Coordination
Keeps both agents current on milestones
Lender Coordination
Chases conditions, CD timing and clear-to-close
Insurance Coordination
Binder requests and lender-required endorsements
Inspection Coordination
Schedules inspections and routes reports
Document Collection
Requests, receives and statuses every document
Deadline Monitoring
Watches every contractual date and escalates
Calendar Scheduling
Books signings, inspections and closing slots
Reminder System
Sends staged reminders before each due date
Status Updates
Broadcasts milestone changes to all parties
Communication Logging
Attaches every call, email and SMS to the file
Critical alerts
Due-on-sale disclosure unsigned — hard gate before closing
TC-4417 · 1428 Larkspur Ave
Lender balance statement 6 days stale
TC-4417 · 1428 Larkspur Ave
HOA estoppel not returned — ordered 9 days ago
TC-4402 · 77 Cypress Row, Unit 4
Letters testamentary pending from probate court
TC-4390 · 9302 Ridgeline Dr
3 of 7 tenant estoppels outstanding
TC-4355 · 6100 Chandler Industrial Pkwy
Exception queue
Review allServicer refused insurance change without a notarized authorization on their own form.
Sub-To Insurance Module v1.1 — add servicer-specific authorization form step before binder request.
Maricopa County required a certified copy of letters testamentary dated within 60 days.
Probate Module v2.0 — add 60-day recency check for AZ counties.
HOA management company only accepts estoppel orders through a paid portal, 10-day SLA.
Proposed: HOA Estoppel Module — portal ordering step + 10-day lead time on FL condos.
Today's AI activity
- 09:12
Escalated disclosure task to Renee — 2 days past due
Deadline Monitoring · TC-4417
- 08:40
Requested updated commitment from Summit Peak Title
Title Coordination · TC-4417
- 07:30
Auto-follow-up #2 queued to HOA management company
Document Collection · TC-4402
- 08:02
Attorney says letters expected Thursday
Renee Cole · TC-4390
- 10:44
Settlement statement circulated for approval
Title Coordination · TC-4368
- 06:15
Estoppel reminders sent to 3 tenants
Document Collection · TC-4355