Real Estate & Mortgage Transaction Support
We track every deadline and every document, and you approve every message.
A real estate or mortgage deal has dozens of deadlines, documents and conversations, and each one has to be right. Our transaction assistant is based on the one we use on our own California seller-side files. It keeps the details organized so nothing gets missed.
On the Real Estate Side, Your Assistant Can Help With:
- Day 1 file intake. It reads the accepted offer and counters, pulls out the key dates, parties, terms and contacts, and sets up a clean transaction file.
- Opening escrow. It prepares the opening package and the cover email to escrow, with the contract and contact information, ready for you to review.
- Contingency calendar and deadline tracking. It builds a timeline from the acceptance date, covering inspection, appraisal, loan and disclosure deadlines and the close of escrow. Then it reminds you before each date.
- Coordinating everyone on the deal. It keeps the lender, escrow officer, listing agent and buyer’s agent in the loop, and drafts requests and check-ins so everyone has the same information.
- Seller disclosures and documents. It tracks the required California seller disclosures and transaction documents. You can see what’s out for signature, what’s come back and what’s still missing.
- Buyer-side and escrow communications. It drafts replies and follow-ups to the buyer’s agent and escrow, so questions get answered quickly.
- Status updates. It sends your clients and your team regular updates in plain language: where the deal stands and what happens next.
On the Mortgage Side, Your Assistant Can Help With:
- Gathering borrower documents. It sends checklists and reminders, and keeps track of what’s arrived and what’s still outstanding.
- Organizing loan files and conditions. It keeps documents labeled and in order, and tracks underwriting conditions until they’re cleared.
- Tracking lender milestones. It follows each loan from application through processing, approval, docs and funding, and flags anything running behind.
- Drafting borrower and partner updates. It writes clear status updates for borrowers, real estate agents, escrow and other partners.
Who It’s For
- Real estate agents, brokers and team leads
- Transaction coordinators who want to take on more files without dropping details
- Loan officers, mortgage brokers and processors
- Real estate associations and brokerages looking for support for their members or agents
You Stay in Control
A licensed professional reviews and approves every document, deadline and message before anything goes out. That might be you, your broker or your loan officer. Your assistant keeps the details organized and handles the follow-up. It doesn’t give legal, tax or lending advice, and it doesn’t replace your broker, attorney, escrow officer or loan officer.
Frequently Asked Questions
How do compliance and review work for real estate and mortgage files?
A licensed professional (you, your broker or your loan officer) reviews and approves every document, deadline and message before it’s used or sent. The assistant works inside the process and rules you already follow, and it keeps an organized record of what was sent and when. It doesn’t give legal, tax or lending advice, sign documents, or make decisions about a deal or a loan. Those always stay with you and your licensed team.
Will it send anything to escrow, the other agent or my clients on its own?
No. By default, your assistant drafts every message and you decide what gets sent. If you later want routine items, like a standard reminder, to go out automatically, we’ll only set that up with your explicit approval.
Does it work with the transaction and loan software I already use?
We connect your assistant to the email, calendar and file-storage tools you already use.
Let’s Talk About Getting Your Time Back
Book a free consultation with no obligation. We’ll look at where your time is going and show you what an AI assistant could take off your plate. We’ll keep it low-pressure and in plain English.
Prefer to reach out directly?
- Email Justin: justin@gpsolutionsllc.com
- You can also reach us at gps@agentmail.to