Stage 1
Coming Soon
Pre-market, for listing Realms. The file starts before the sign goes up. Buyer Realms skip straight to Active.
Auto-flips to Active when the linked MLS listing goes live, or on the go-live date you set.
The Lifecycle
Five stages, one rail
A transaction moves through real stages, and the structure does real work at every one. The Coming Soon stage flips itself to Active when the linked MLS listing goes live. Under Contract watches the contingency clock. Closed seals into the Vault.
Stage 2
Active
On market. Showings, offers, and documents accumulate in one place.
Every upload is classified and matched to its requirement automatically.
Stage 3
Under Contract
Deadlines and contingencies tracked; requirements gate the close.
EVE watches the inspection, financing, and appraisal dates and flags risk early.
Stage 4
Closed
File complete. Broker review cleared, signatures sealed.
The complete file can be delivered internally or exported in provider format.
Stage 5
Vault
Sealed in a write-once, hash-chained archive.
Storage-locked and integrity-verified on a schedule. Provable years later.
Stage gates hold the line between stages
A Realm can't advance while a required document is missing, unsigned, or awaiting broker review, and when it refuses, it names exactly what's blocking. No transaction reaches Closed with a hole in the file. Gates adapt to how each brokerage governs compliance: advisory for a solo agent, full enforcement for a native brokerage.
Inside Every Transaction
The work that used to be five subscriptions
Signing, compliance, audit, forms, and the CRM are native to every transaction: one source of truth instead of five tools that drift apart.
REALM Sign
E-signature with the fields already placed
Upload any form and REALM places the signature, date, initials, and printed-name fields for you, reading the form's real fields when it has them, and a learned layout for forms it has seen before. Adjust once, and that form is right every time after.
- Signature, date, initials, and printed-name fields auto-placed on any PDF
- Approved layouts are remembered per form: fixed once, right forever
- A signed document instantly updates the requirement and the compliance score
Broker Review
A review queue that arrives pre-sorted
Broker review lives inside the transaction, not in a separate tracker. EVE pre-triages the queue into clean and needs-attention, and can read the document itself to flag concrete issues, like a blank signature line or a date that doesn't match the contract. The broker decides; EVE just does the sorting.
- Every submission triaged before the broker opens it
- In-content checks: blank fields, mismatched dates, names, and addresses
- Approve or return in one click. The agent sees the outcome instantly
Audit Trail
A record that can answer for itself
Every upload, signature, approval, and stage change is written to an append-only trail: who did it, what changed, and when. Nothing is ever edited or deleted; corrections create new entries. When a regulator, client, or counterparty asks what happened, the answer is deterministic.
- Every document action and status change recorded with actor and timestamp
- Append-only by design: corrections append, they never rewrite
- On close, the whole record seals into the write-once, hash-chained Vault
Forms Library
Blank forms that fill themselves out
The brokerage keeps its blank forms in one library, and EVE maps each form's fields once. Brokers never place a field by hand, agents never re-key a name. From inside a transaction, an agent picks the form and it materializes filled: buyers, address, price, dates. Then it flows straight into signing.
- EVE reads each form in the library and maps its fields automatically
- One click fills a form from the transaction's own facts, no re-typing
- The filled form is a normal transaction document: versioned, reviewable, signable
Light and dark themes included, shown here in light.
CRM & People
The client, fully loaded
Every contact carries the whole relationship: the live thread, the lead score, the property profile, the required agreements, and a Home Intelligence read on the home they own or want. EVE flags what's missing and preps you before every conversation, so nothing about a client lives in a second system.
- One record: conversations, documents, transactions, and notes together
- EVE flags missing buyer agreements before they block the transaction
- Home Intelligence and market pulse, right on the contact
And For the Back Office
Built for the people who run the file
Coordinator worklist
A dedicated desk where a transaction coordinator requests what's missing from an agent and delivers the completed file: internal broker hand-off, provider-formatted export package, secure emailed link, or ZIP. The agent still owns the file.
Document splitting
Upload one combined closing packet and carve it into individual documents server-side. Each page range becomes a real, versioned document matched to its requirement, indistinguishable from a direct upload.
Compliance analytics
An org-wide compliance read for brokers: completion percentage, outstanding and aging documents, and exceptions by agent and by transaction, explained in plain language, not just charted.
EVE, Woven Through
One intelligence layer, inside every transaction
EVE is not a bolt-on chatbot. The same EVE that triages your morning reads every transaction, surfacing what needs you, preparing the work, and citing where every recommendation came from.
- Classifies every upload and files it to the right requirement, automatically
- Watches the inspection, financing, and appraisal dates and flags risk early
- Drafts the client update in the context of this transaction, ready to review
- Posts milestone updates into the REALM so every party stays current
- Pre-triages broker review and reads documents for concrete in-content issues
- Cites its source for every prepared action: no citation, no action
- Never changes the transaction itself, and offers, pricing, contracts and legal questions always come back to you