AI Transaction Document Preparation
The Problem
“Manual transaction paperwork slows closings and increases risk”
Organizations face these key challenges:
1
Repeated data entry across MLS, CRM, offer forms, disclosures, and lender/title documents creates inconsistencies and preventable errors
2
High risk of missing required state/local disclosures, addenda, initials, dates, or signatures—especially under deadline pressure
3
Version control issues from email-based collaboration cause rework, confusion, and delayed approvals from clients, brokers, title, and lenders
Impact When Solved
40–70% faster document package creation and revision turnaround50–80% fewer compliance defects and missing-document exceptions at broker review/title submission20–35% reduction in document-driven closing delays and a measurable increase in on-time closings