How Deal Handled works

From contract to close in four moves

1. 1

   Reads

   Forward the signed contract. Deal Handled reads every page and pulls the prices, dates, parties and terms, each one tied to the page and clause it came from.

2. 2

   Plans

   Every date becomes a tracked step, counted in business days in the property's time zone, using your state's rules.

3. 3

   Acts

   It texts and emails title, buyers and sellers, chases what's outstanding, and logs every message and document to your CRM.

4. 4

   Checks

   Before anything sends, it's checked against the file's confirmed facts. Anything risky waits for a person.

AI workflows

A workflow is a chain of steps that runs on its own when something happens on a file. Deal Handled does the work, every step is checked, and a person steps in where judgment matters. Your workflows follow your playbook, in your order.

1. WhenA signed contract arrives
   1. Read every page and pull the prices, dates and parties
   2. Open the file in your CRM with the contract attached
   3. Email title to open escrow
   4. Text the buyer their EMD amount and deadline
   5. Anything unclear goes to your TC to confirm
2. WhenA deadline is 48 hours out
   1. Check the file for proof it's done
   2. Nudge whoever owes it, by text and email
   3. Log every touch to your CRM
   4. No reply by the deadline? Your TC takes it from there
3. WhenTitle sends the commitment
   1. Read the document and file it to the deal
   2. Compare it against the contract
   3. Update the closing checklist
   4. Any exception gets flagged for a person

Under the hood

Claude

The model Deal Handled runs on, from Anthropic.

Fixed formats

Every task Deal Handled runs has a set input and output, so results are checked, not trusted.

Full log

Every call Deal Handled makes is recorded with what went in and what came out.