Pipeline AI

Admin Version View Agent Version ↗ Let Pipeline AI do the reading from listing to close, and check its work instead of typing it. Introduction Every deal brings paperwork: the docs that land in Unassigned , a p...

Agent Version View Admin Version ↗ Get your documents in and your deals filled in, with Pipeline AI doing the reading and you checking what it found. Introduction Every deal you work brings paperwork, and Pipeli...

Choose who can use Pipeline AI, and limit what it costs once your monthly credit is used. Introduction Pipeline AI reads your documents for you. As docs land in Unassigned , it names each one, looks for the transaction it belongs to...

Open Unassigned to docs AI Assign has already named, each one ready for you to assign. Introduction Pipeline AI helps you assign the docs that land in Unassigned . A doc can arrive with a filename that says little: a scanner's numbe...

Break apart an unassigned packet into separate docs, along the cuts AI Break Apart found. Introduction Pipeline AI helps you break apart the packets that land in Unassigned . A packet is one PDF with several documents inside it, lik...

Check the form AI Create fills in from a contract, then save it as a new transaction. Introduction Pipeline AI helps you create a transaction from the paperwork that starts it. Opening a new file means reading the contract and typing...

Review the changes AI Update pulled from a counteroffer or addendum and apply the ones you want. Introduction Pipeline AI helps you update a transaction when new paperwork comes in. Deals change: a new price, a later closing date, a ...