The Workflow

From upload to resolution in four stages

Keep reports and decisions together under one property. Agent review remains part of each sharing step.

DocReviewIQ works in four stages: upload supported reports under one property, review organized findings against the original, resolve buyer selections, requests, and responses, and preserve the record through closing.

Example only 48 Example Court
  1. Agent Read report

    Home Inspection and Radon Test are read. Findings are organized for your review against the original.

  2. Agent to ClientInvite client

    Jordan Sample gets a review link with your logo and contact info.

  3. Client Disclaimer accepted

    Jordan reads the disclaimer, checks the box, and continues. The acceptance is recorded.

  4. Client to AgentSend to my agent

    Jordan picks 5 items: 4 Request repair and 1 Request credit.

  5. Agent to Seller sideSend to listing agent

    You finalize the letter and send it. Nothing goes to the listing side until you do.

  6. Seller side Ask the seller first

    Casey Listing can check with the seller, who answers We will do it, Offer instead, or We will not.

  7. Seller side to AgentSend my response

    Casey answers each item: Agree on 3, Counter on 1, Decline on 1.

  8. Agent to ClientSend to client

    Jordan sees the response to each item, side by side with the request.

  9. Client to AgentThat works for me

    Jordan answers. Choosing Keep asking instead lets you start the follow up round.

  10. Seller side to ClientWork reported

    Casey marks each item Done, Partly, or Not yet, and attaches invoices and photos.

  11. Client to AgentLooks good

    Jordan reviews the proof. Not satisfied and Talk to my agent are there too.

  12. Agent Close out the repairs

    You close out the repairs and mark the deal closed. The record stays under the property.

Scroll or press Next to follow one made up deal from report to close out.Press Next to follow one made up deal from report to close out.

What that example just showed

One property, passed between three sides. Each side sees its own turn, and each step is recorded under the property.

The agent

Reads the report, invites the client, and finalizes the repair request. Nothing goes to the listing side until the agent sends it.

The client

Accepts the disclaimer, picks the items to ask for, sees each response beside the request, and reviews the proof of the work.

The seller side

The listing agent can check with the seller, answers each item Agree, Counter, or Decline, and reports the work with invoices and photos.

Step by Step

See the detailed workflow

1. Upload

Create a property and add supported reports.

2. Review

Check organized findings against the original.

3. Resolve

Buyer selections, requests, and responses.

4. Preserve

Keep the record together through closing.

Show all 9 stepsHide the steps
  1. 1Upload

    Create the property

    Add the address, the buyer's name and email, and the closing date. Reports for the deal live under this one property.

  2. 2Upload

    Upload the report

    Choose one of 14 supported report types and upload the PDF. Updated versions are kept, so a re-inspection does not overwrite the original.

  3. 3Review

    AI organizes the findings

    DocReviewIQ detects the report type and asks you to confirm it, then extracts and organizes the findings. Review the output against the original.

  4. 4Review

    Review the summary

    Findings are grouped into four severity levels, with limitations, further evaluation items, and plain language explanations called out.

  5. 5Review

    Confirm your review

    Review the output and confirm the intended recipient before sharing from the app. You stay the professional in the loop.

  6. 6Resolve

    Send the branded repair request

    Generate a repair request with your logo and company info. Download the PDF, or email it to the listing agent with the PDF attached. Your buyer gets a link to review it.

  7. 7Resolve

    Your buyer selects items

    Your buyer opens a review link, accepts a disclaimer, and selects items. Their selections come back to you as a draft request to finalize.

  8. 8Resolve

    The listing agent responds

    Send the finalized request. The listing agent can respond item by item, and the responses stay with the property record.

  9. 9Preserve

    Closing handoff

    When closing is ready, review the property record, check the recipient and included files, and confirm the buyer handoff.

Report status
Uploaded→ Processing→ Ready→ Reviewed→ Sent
Safeguards

Built to keep you in control

Agent review before sharing

Review the output and confirm the intended recipient before sharing from the app.

Report specific notices

Generated material is supplemental to the original report.

Report type detection

DocReviewIQ detects the report type from the upload and asks you to confirm it before reading the report.

FAQ

Questions about the workflow

How does DocReviewIQ process an uploaded report?

Select a supported report type and upload the PDF. DocReviewIQ attempts to organize the report's findings, limitations, and recommendations into a review workspace. Review each output against the original report because AI can make errors or omit details.

How long does processing take?

Processing time depends on report length, format, and system load. The app shows each report's status while it processes.

What happens if the AI misses or misstates a finding?

Review the output against the original report before sharing it. If a finding is missing, unclear, or inconsistent, rely on the source report and ask the inspector or relevant qualified professional to clarify it. Contact DocReviewIQ support at info@docreviewiq.com to report an output problem.

Can buyers select items for a repair request?

The buyer review workflow allows a buyer to identify items for consideration. The agent reviews and finalizes the request before sending it. A buyer selection is not a professional assessment or a decision about a seller's obligations.

Does DocReviewIQ decide which repairs a seller must make?

No. It helps organize findings and proposed requests. The parties and their advisers determine what to request, negotiate, and agree to under the applicable contract.

Does DocReviewIQ replace an inspector or the original report?

No. The original report remains the source for the inspector's observations and recommendations. DocReviewIQ is an aid for reviewing and organizing that information. Contact the inspector or another qualified professional when a finding needs explanation or further evaluation.

Contact

Questions or brokerage early access

Agents can start free right now. Brokerages and teams, tell us how you would use DocReviewIQ.

info@docreviewiq.com

See the full feature set

Branding, dashboard, versioning, and the property record.