AI Deal Wizard
AI Deal Wizard helps brokerages turn signed contracts into structured deal records faster. Office staff and agents spend less time re-keying contract details and more time reviewing exceptions and moving files forward.
Key capabilities
- Contract intake — Upload a signed contract and extract key transaction details with AI assistance.
- Guided structuring — Move extracted data through a guided workflow to build a complete deal record.
- Office-ready output — Produce deal records that office administrators can review in Transaction Room.
- Fewer manual errors — Reduce transcription mistakes from contract to deal data.
- Faster time-to-review — Get deals into office workflows sooner after an offer is accepted.
Why offices use it
Accepted offers arrive with dense contract detail. AI Deal Wizard accelerates the first structured record so office review can focus on exceptions, compliance, and closing readiness—not retyping fields.
Typical workflow
- Staff or agents upload a signed contract for a new transaction.
- AI-assisted extraction populates transaction, financial, and form sections for review.
- The completed deal record flows into standard office review and closing workflows.
See AI-assisted deal intake in RealDesk. Book an intro meeting.