Transaction Intelligence Platform
One record per deal, from contract to close — with milestones, documents, and parties synchronized across every system the brokerage already runs.
- Segment
- Brokerages & Teams
- Discipline
- Software + AI
- Typical build
- 10–14 weeks
- Profile
- 01 of 06
/ The problem
A brokerage of any size runs its transactions across a CRM, an e-sign provider, a compliance drive, and a coordinator's spreadsheet. None of them agree. Status questions get answered by a human reading four screens, and compliance gaps surface at audit rather than at the moment they open.
/ Architecture
5 stages, each one observable and individually replaceable.
- 01Ingest
Webhooks and polling from CRM, e-sign, and MLS; email and document intake through a monitored channel.
- 02Normalize
Every inbound artifact resolved to a canonical deal entity with address, parties, and dates reconciled.
- 03Extract
Contracts and addenda parsed for dates, contingencies, and terms; low-confidence fields routed to review.
- 04Orchestrate
A milestone state machine drives task generation, deadline alerts, and compliance checks.
- 05Surface
Coordinator console, agent view, and broker compliance dashboard read from the same event log.
Stack
What people actually use
- Coordinator console with per-file task queues
- Agent deal view, mobile-first
- Broker compliance dashboard with aging exceptions
- Automated party notifications on milestone change
How we know it works
- Coordinator hours per file
- Deadline misses per hundred transactions
- Time from contract receipt to fully populated file
- Compliance exceptions caught before close
Baselines are captured during discovery so the effect of the system is measurable against the process it replaced — not asserted afterward.
/ Build this
Want one of these
running in your operation?
Thirty minutes. We map one workflow, size what fixing it is worth, and tell you honestly whether we're the right build partner for it.
Engagement profile
- First build
- One system, 6–12 weeks, production-ready
- Team
- Senior engineers only — no offshore handoff
- Stack
- TypeScript, Next.js, Postgres, Python, LLM infra
- You keep
- Source, data, infrastructure, documentation
