Real Estate Document Vault

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  1. Real Estate Document Vault
  2. Work with an assistant
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Put an AI agent to work in Real Estate Document Vault

Give your team an assistant that follows packet and review rules.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md

  2. Give it a role

    Assign the agent its own user and one of the 6 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • Packet Owner: Show my collected packets and the open follow-up actions assigned to me.
  • Indexing Operator: Find unverified evidence for a packet and summarize its source references before indexing.
  • Document Reviewer: Bring together the pending decision, packet revision, title versions and evidence for review.
  • Sharing Manager: Check a reviewed packet's current decision, scope, expiry and operation receipt.

What stays with a person

  • A person verifies a source file, decides whether to approve a revision and confirms that an external receipt supports a share.
  • The assistant can gather the relevant records and point out a mismatch for that person's review.
  • Keep the named reviewer and actor on the actual decision and status change.

A person verifies a source file, decides whether to approve a revision and confirms that an external receipt supports a share. The assistant can gather the relevant records and point out a mismatch for that person's review. Keep the named reviewer and actor on the actual decision and status change.

Set up Real Estate Document Vault your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started