Knowledge base
The AI does not figure things out. It expands a structured, human-verified record of how this company closes deals.
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Sources
SOPs
Updated 3d ago
Training Manuals
Updated 2w ago
Completed Transaction Files
Live
Checklists
Updated 1d ago
State Requirements
Updated 6d ago
Email Templates
Updated 1d ago
Call Scripts
Updated 5d ago
Document Templates
Updated 4d ago
Internal Policies
Updated 2d ago
Closing Instructions
Updated 8d ago
Exception engine
Servicer refused insurance change without a notarized authorization on their own form.
Resolved by Renee Cole
AI proposal
Sub-To Insurance Module v1.1 — add servicer-specific authorization form step before binder request.
Classification
Maricopa County required a certified copy of letters testamentary dated within 60 days.
Resolved by Renee Cole
AI proposal
Probate Module v2.0 — add 60-day recency check for AZ counties.
Classification
HOA management company only accepts estoppel orders through a paid portal, 10-day SLA.
Resolved by Marcus Hale
AI proposal
Proposed: HOA Estoppel Module — portal ordering step + 10-day lead time on FL condos.
Classification
Approval ledger
Trust Module
v2.3 · 84 files · All
Probate Module
v1.9 · 41 files · All
Divorce Module
v1.4 · 22 files · All
Bankruptcy Module
v1.1 · 9 files · All
LLC Seller Module
v3.0 · 118 files · All
Mobile Home Module
v1.2 · 15 files · TX, FL, AZ, NC