RealtyGenius

Automatically categorizes and tags real estate documents (purchase agreements, disclosures, inspection reports, title documents, closing statements) using domain-specific ML models trained on real estate document types and legal requirements. The system learns from user tagging patterns and applies hierarchical taxonomy specific to real estate workflows (transaction stage, document type, party involved) rather than generic document classification.

Enables multiple parties (agents, clients, attorneys, lenders) to annotate, highlight, and comment on documents simultaneously with granular role-based access control. Uses operational transformation or CRDT patterns to handle concurrent edits without conflicts, with audit trails tracking who made what changes and when. Permissions are enforced at the document and annotation level (e.g., clients can comment but not delete, attorneys can redact).

Organizes all documents around transaction entities (property address, parties, deal ID) rather than folder hierarchies, enabling agents to view all documents for a specific deal in one context. Uses a relational or document-oriented database schema that links documents to transaction metadata (buyer, seller, property, dates, terms). Search and retrieval are optimized by transaction context rather than file paths.

Integrates with e-signature providers (likely DocuSign, Adobe Sign, or similar) to enable clients and parties to sign documents directly within the platform. Orchestrates multi-party signing workflows (e.g., buyer signs, then seller signs, then notary verifies) with conditional logic and reminders. Tracks signature status and automatically updates document status when all parties have signed.

Provides a centralized repository for all transaction documents with automatic version tracking (stores all document revisions), timestamps, and immutable audit logs recording who accessed, modified, or downloaded each document. Uses a document versioning system (likely Git-like or database-backed) to enable rollback to previous versions and compliance reporting.

Synchronizes document changes across all connected devices and team members in real-time using a sync engine (likely operational transformation or CRDT-based) that resolves conflicts and maintains consistency. When one agent uploads a new version or makes annotations, all other team members see the update within seconds without manual refresh.

Provides pre-built templates for common real estate documents (purchase agreements, disclosures, inspection checklists) with smart field mapping that auto-populates transaction-specific data (buyer/seller names, property address, dates, loan terms) from transaction metadata. Templates are customizable per state or brokerage and support conditional sections (e.g., show HOA disclosure only if property is in HOA).

Scans transaction documents against a checklist of required documents for the transaction type and state (e.g., purchase agreement, inspection report, title report, disclosures, proof of funds) and alerts agents to missing or incomplete items. Uses rule-based logic or ML to identify document types and cross-references against transaction requirements, with customizable checklists per state or brokerage.

Provides a white-labeled or branded client-facing portal where clients can view, download, sign, and comment on documents without requiring a RealtyGenius account. Portal access is controlled via secure links (time-limited, password-protected) and tracks client activity (document views, downloads, signatures). Agents control what documents are visible to each client.

Visualizes transaction progress as a timeline with key milestones (offer accepted, inspection period, appraisal, closing) and automatically tracks completion status based on document uploads and e-signature events. Allows agents to set custom milestones and deadlines, with reminders for upcoming dates. Timeline view shows all documents associated with each milestone.