Upload to sent in seven steps
Designed around how agents actually work a transaction: one property, one buyer, every report in one place, and nothing goes to a client without your sign off.
Create the property
Add a property with a structured address form: street, city, state, zip. Attach the buyer's name, email, and the closing date. Every report for the deal lives under this one property.
Select the report type and upload
Choose the report type, starting with home inspection, and drop in the PDF. Multiple reports per type are supported with versioning, so a re-inspection never overwrites the original.
AI parses and validates
The engine extracts every finding and checks that the document matches the report type you selected. Upload a mold report under home inspection and it warns you instead of producing garbage.
Review the color coded summary
Findings are grouped into four severity levels: safety hazards, major defects, recommended repairs, and monitor items. The summary also calls out inspection limitations, items needing a specialist's further evaluation, and useful informational details. Each finding carries a plain language explanation and the report specific disclaimer.
Confirm your review
Nothing sends automatically. You confirm "I have reviewed this report" before any document can go to a client. You stay the professional in the loop, always.
Download or send the branded PDF
Generate a repair request or summary carrying your logo and company info, then download it or email it to the buyer directly from the platform.
Closing day handoff
Ahead of closing you get a reminder to confirm or update the date. At closing, you confirm the transfer and the buyer receives every branded report by email. A clean, complete record of the deal.
Always know where a report stands
Every report has an explicit status. If a parse fails, you get a clear error and a reason, never an infinite spinner.
Built to keep you protected
No auto send. Ever.
Auto send is off by default and every client delivery requires your explicit confirmation, including the closing day transfer.
Disclaimers on everything
Each report type carries its own liability disclaimer, automatically attached to every generated document and every email.
Mismatch detection
The AI verifies the uploaded document matches the selected report type and warns you on a mismatch before generating anything.
See the full feature set
Branding, dashboard, versioning, retention, and everything in between.