Compute deadlines from the executed instrument with the governing clause quoted, escalate them as they approach and after they lapse, and hold the acts with legal effect for the licensee of record.
Track the executed contract, its amendments and the form version in force, each with the document it came from.
02
Track document receipt against the contract checklist, and report what is outstanding rather than clearing it.
Reason
03
Compute candidate deadlines from the instrument's own text, with the governing clause quoted beside each date.
04
Compute against the form's business-day convention, holiday calendar and cut-off time, never a house default.
05
Compute the schedule again on any amendment, since a moved date changes what sits downstream of it.
Decide
06
Escalate a date ahead of expiry and again on lapse, because a passed date cannot be un-passed afterwards.
07
Escalate inbound mail carrying wire or payment content to a person, with the instructions left out of the summary.
Out
08
Retain the instrument, the computed dates, the escalations and the approvals to the state retention schedule.
09
Execute write actions only inside the approval boundaries agreed during implementation.
→Product statement
The agent computes and escalates; the licensee of record decides, and in attorney states the closing attorney decides.
Example workflow
One contract, execution to close
AgentHuman
1Contract executedExecuted instrument, addenda, amendments and the form version in force
2Dates computedBase date, day convention, holiday calendar and the clause governing each deadline
3Schedule proposedCandidate dates, quoted clauses, notice path and confidence
4Controls appliedVersion checks, day-convention checks, wire-content screening and confidence threshold
No human action required
Stages 1 to 4 run unaided, and nothing is filed or sent at any of them — the agent is computing dates, and the licensee's lane opens at the confidence gate.
5DecisionBranches on the confidence threshold
High confidence
Goes to the licensee of record.
Low confidence
Picks up a broker review first.
Licensee approval
The date is held with its quoted clause, its notice path and the confidence.
Approve · Correct · Refer to attorney
Approved — released to the file▼
6Transaction platform updatedOnly where write access and approval policy allow it
7Outcome evaluatedDate accuracy, escalation timeliness, lapses and licensee corrections
Corrections
Each correction a licensee makes is counted in the evaluation.
What should not run autonomously
Human approval stays in control
Outside the boundary — human approval required8 items
Waiving, removing or extending a contingency.
Drafting an amendment, addendum or extension.
Advising on contract meaning or a party's options.
Transmitting or confirming wire or payment instructions.
Automation boundaryAgent acts unaided
✓Compute candidate deadlines with the governing clause quoted.
✓Track document receipt against the contract checklist.
✓Escalate approaching and lapsed deadlines to the licensee.
✓Assemble and retain the transaction file to the state retention schedule.
Writes land inside the boundaries agreed at implementation, and never on a held act.
Selecting or recommending a settlement-service vendor.
Releasing or directing release of earnest money.
Declaring a transaction clear to close.
Communicating on the licensee's apparent authority.
Example output
One deadline, annotated
Everything the agent computes is attached to the clause it was read from.
Deadline output · single contractIllustrative example
Contract
Computed deadline
Date and cut-off
Governing clause
Confidence
Notice path
Resale, promulgated form
Inspection contingency expires, counted in business days
Day 10 · 5:00 pm
Quoted on the record
93%
Notice-dependent — licensee sends
As receivedTaken from the executed contract and its amendments — nothing on this side is written by the agent.
Source clauses usedExecuted contractAmendment on fileForm version in force
Why this dateIt counts business days under the form in force — the date the licensee weighs.
ActionApproveCorrectRefer to attorney
What the score decidesBelow the configured threshold the date takes a broker review before it reaches the licensee.
Value
Where AI adds value
The same four claims, placed at the point in the workflow where each one applies.
Where the value landsValue 01 – 04
Each active contractFrom the executed instrument
03Coordination
Compute from the instrument
Draw on the executed text, the form version in force and the escalation rules set by the brokerage.
01Approved path
See the deadline before it passes
Routine date computation and document tracking arrive already done.
02Human review
Send review to the dates that bite
Notice-dependent deadlines and low-confidence dates are marked, so the licensee's read starts where a lapse costs most.
04Build an evidence trail
Each computed date keeps the clause it came from and the licensee action that followed.
Integrations
Typical integrations
Five system groups connect to the same agent. Which of them are in scope is decided in discovery.
Transaction managementSkySlope Dotloop
Forms and e-signatureLone Wolf zipForm DocuSign
Back office and compliancebrokerWOLF Paperless Pipeline
Agent
Transaction coordination
Reads the contract Computes the dates Holds for approval
Title and funds verificationQualia Connect CertifID
A missed-deadline rate that reads acceptably across all contracts sits on cohorts that miss at several times that rate, and on cohorts well under it. Nestack reports the rate by slice, not only in total.
Slice performance — reported separately, not only in aggregateIllustrative example
Slice
Failure rate
Lift
Lift vs. threshold
Status
Short-fuse cash and investor closes
3.1%
3.9×
Review
Attorney-state closings
2.0%
2.5×
Review
New construction and builder forms
1.2%
1.5×
Watch
Standard resale, promulgated form
0.4%
0.5×
Normal
Bar: missed-deadline-rate lift vs. the all-contract baseline · scale 0–4.0× · tick marks the 2.0× review threshold2 of 4 slices over threshold
Evidence-linked improvement
A cycle ends in a test, not a fix
A passed date cannot be un-passed, and renegotiating it is the counterparty's choice — so the cycle closes only once the miss is a regression case.
Improvement cycle · five stagesSwitchback — the path turns at Improve and returns at Learn
01Detect
Missed-deadline rate rises in a contract cohort.
02Diagnose
The base date is checked first, then the form version and the day convention, until the cause narrows to one.
03Improve
The correction is version-stamped, and dates computed off the old rule are recomputed.
04Verify
Release waits on the affected regression cases passing again.
05Learn
The case becomes a standing test and a line in the escalation rules.
Learn → DetectThe return edge. What catches the next miss is longer by this case.
Typical build scope
Twelve workstreams across six weeks
The build scope read against the delivery timeline. Week structure follows the six-week plan — discovery, sources, coordination workflow, evaluation, integration, then production validation and handover.
WorkstreamWeek 1Week 2Week 3Week 4Week 5Week 6
01Transaction workflow discovery and boundary definition.
02Transaction-platform and forms assessment.
03Form-version, day-convention and holiday mapping.
04Contract ingestion and clause extraction.
05Deadline computation and clause binding.
06Confidence scoring and escalation routing.
07Licensee approval workflow.
08Transaction-platform integration.
09Regression suite and failure-mode cases.
10Wire-content screening guardrails.
11Trace instrumentation and file retention.
12Deployment, documentation and Agent Care handover.
12 workstreams · 6 weeks · bar shows the weeks a workstream is active — several run in parallelFinal scope and sequence confirmed in discovery
Engagement tiers
What each tier includes
Rows are the capabilities named in each tier's scope. Higher tiers include everything below them.
Capability✓ in scope · — not at this tierPilotOne office, one form setProductionProduction transaction platformAdvancedMulti-brokerage pipelines
Introduced at Pilot
Deadlines from your contracts✓✓✓
Licensee approval✓✓✓
Deadline-tracking baseline✓✓✓
Introduced at Production
Deadline reporting by contract type—✓✓
Approval workflow in your systems—✓✓
Approved platform write-back—✓✓
Party-thread audit log—✓✓
Introduced at Advanced
Multi-state form and notice rules——✓
Multi-stage brokerage approvals——✓
High contract volume——✓
Enterprise brokerage controls——✓
Build priceFrom $5,000From $8,000Custom quote
Final build priceConfirmed after discovery based on integrations, workflow complexity, transaction volume, approval controls and deployment requirements.
Separate from buildBuild pricing is separate from recurring Agent Care, which covers managed monitoring, evaluations, incidents and verified improvements after launch.
What we need from you
What you bring, and what we build with it
Each input maps to a piece of build scope and a week in the delivery timeline.
You bringWe build with it
01Your executed contracts and amendment history→Contract ingestion and clause extractionWeek 1
02The forms your market actually writes on→Form-version library and the deadline-computation baselineWeek 2
03Your escalation lead times and notice conventions→Day-convention, holiday and notice-path mappingWeek 1
04Access to relevant APIs, feeds or exports→Transaction-platform and forms assessment, then integration setupWeek 2
05Files where a deadline was missed→Regression suite, failure-mode cases and lapse testsWeek 4
06Your approval thresholds and write boundaries→Confidence scoring, escalation routing, guardrails and approval controlsWeek 3
07Named licensees to approve the held acts→Approval workflow, then pilot and production validationWeeks 5–6
Nothing else is requiredDeployment, documentation and Agent Care handover are ours.
Delivery timeline
Four phases across six weeks
Each bar sits on the weeks its work actually occupies. Week 5 runs evaluation and the pilot together.
PhaseW1W2W3W4W5W6
DiscoveryW1
BuildW2 – W3
EvaluateW4 – W5
Pilot & LaunchW5 – W6
Week focusW1Transaction workflow discovery, form mapping and the automation boundaryW2Platform integration and the deadline-computation baselineW3Coordination workflow, escalation logic and approval controlsW4Evaluation suite, wire-content checks and failure-mode testingW5Title and forms integration, pilot contracts and targeted correctionsW6One contract carried to close under the licensee, then handover
Reading the bandA bar is drawn over the weeks its work is named in and no others. The week 5 overlap is real, not padding.
At the end of W6A verified run in production, then Agent Care takes the monitoring.
DurationSix-week plan shown · typical delivery 4–6 weeks depending on scope confirmed in discovery.
Next step · Real Estate AI agent
Build a transaction-coordination agent around your contract dates.
Show us your contracts, your forms and who signs off. Which date in your pipeline would cost the most if it passed unactioned? We'll set the automation boundary short of the acts that carry legal effect.
