AI transaction coordinator

AI Transaction Coordination From Contract to Close

Deadlines tracked, documents ready, nothing missed.

Closings fail on missed details. The AI transaction coordinator tracks every deadline and checklist item and flags what needs attention before it becomes a problem.

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What the agent does

The work it takes off your plate

Deadline tracking

Watches inspection, deposit and closing dates on every deal.

Document prep

Drafts routine documents and summaries for your team to review.

Title coordination

Tracks open title items and flags anything waiting on a response.

Closing checklist

Keeps a checklist per deal and highlights what is still open.

Human in the loop

What stays with your team

People decide

Signing, legal decisions and communication with title, lenders and parties stay with your team.

Drafts, not sends

Any outreach the agent prepares is a draft. A person reviews it and sends it from the outbound system.

Runs inside REI BOSS

The agent works from your live records, seats and Weekly Momentum Scoreboard, under the same access rules as your team.

FAQ

Questions investors ask

Does an AI transaction coordinator replace title or attorneys?

No. It organizes deadlines and checklists. Legal and title work stays with qualified professionals.

Does the AI act on its own?

No. It prepares, summarizes and flags. Proposed changes need a person to confirm, and outreach is sent by a person. Check current features for what each role supports today.

Close every deal on time

Put an AI teammate in the seat — with your team in charge.

No credit card required · Cancel anytime