Ollie, Your AI Assistant

Let Ollie do the work, while you stay in control.

AI-Created Transactions

Upload your contract and let Ollie:

Scan the documents

Extract important fields and dates

Extract contacts

Get Zillow information

Get School information

Get Utility information

He makes creating transactions a breeze!

Scans Documents

Import Changes from Documents

Don't re-enter information by hand. When a new document is received, Ollie can scan it, extract the relevant details, and apply those changes directly to your transaction.

Inbox Email Scanning

Turn emails into actionable transaction updates.

Ollie can scan an email, find important dates, tasks, documents, and contacts, then present them as options you can import into the right transaction.

Activity Summary

Stay on top of everything happening in your account.

Ask Ollie for an activity summary at any time. It reviews your transactions, tasks, notes, emails, and calendar activity to explain what's been completed, what's coming up, what needs attention, and who owns each item.

Content Creation

Create content in seconds.

Ollie can help generate task lists, emails, and other transaction content so your team can move faster while keeping the work consistent.

Use AI to support your workflow, not replace your judgment.

Jump To:   Ollie  |  Calendar  |  Agent Intake Forms  |  Requests  |  Dates  |  Documents  |  Tasks  |  Emails  |  Contacts  |  Client Portals  |  One-Sheets  |  Integrations

Open To Close AI Is Coming Soon!

Get ready for a simpler, smarter way to manage your entire transaction workflow.