Document Checklist Agent
Generates the required document list per transaction and tracks submission by each party — continuously, in your systems, in your tone.
Document Checklist Agent
Generates the required document list per transaction and tracks submission by each party — no one can say they weren't told.
Ops & Reporting
The problem
What this agent takes off your plate
In real estate, generates the required document list per transaction and tracks submission by each party — no one can say they weren't told — but doing it manually does not scale. Document Checklist is the kind of work that piles up when nobody has dedicated time for it. Context is scattered, SLAs slip, and your team ends up on repeat work instead of the decisions that matter.
- Generates the required document list per transaction and tracks submission by each party
- no one can say they weren't told.
- Documents handled automatically against your rules
- Transactions handled automatically against your rules
How it works
From intake to approval
Document Checklist connects to Documents, Transactions, Funda and your ops & reporting stack. It reads your rules, brand voice and live data — then generates the required document list per transaction and tracks submission by each party — no one can say they weren't told. Exceptions land with your team; everything else runs without another dashboard to check.
Why this agent
Generates the required document list per transaction and tracks submission by each party — no one can say they weren't told.
Outcomes
- Document Checklist runs without manual handoffs
- Real estate agencies spends less time on repeat work
- Consistent output every time — not when someone gets to it
- Full trace in your existing systems
Connects to
Writes back
Turn tangled operations into clean, owned automation.
187N reads your tickets, orders and brand rules — then runs the work across every department and writes back to the tools you already use. Your team keeps the exceptions; the agents take the rest.
