Configure reality-driven workflows that fire on deal events, AIRScore movement or market signals — and orchestrate documents, tasks and notifications across the deal room.
Trigger
4 workflows using
LOI accepted
Step 1 · Generate due diligence checklist
Step 2 · Create Deal Room folders
Step 3 · Assign title order to counsel
Step 4 · Notify buyer principals
Trigger
2 workflows using
Purchase agreement executed
Step 1 · Notify title company
Step 2 · Trigger escrow instructions
Step 3 · Schedule inspection window
Step 4 · Create closing prep tasks
Trigger
1 workflows using
Closing scheduled
Step 1 · Generate closing checklist
Step 2 · Send calendar invites
Step 3 · Compile closing binder
Step 4 · Assign wire coordination
Trigger
3 workflows using
Permit approved
Step 1 · Notify all participants
Step 2 · Update valuation with permit value
Step 3 · Trigger construction scheduling
Trigger
6 workflows using
AIRScore change ≥ 5 pts
Step 1 · Notify watchlist subscribers
Step 2 · Recompute investor pipeline rank
Step 3 · Log evidence to audit trail
Trigger
5 workflows using
New comparable sale within 0.5 mi
Step 1 · Refresh AI valuation
Step 2 · Update deal summary
Step 3 · Alert broker & buyer counsel
Recent runs
LOI accepted · 1400 Broadway
4 steps · 12m ago
Permit approved · 3400 Sansom St
3 steps · 1h ago
AIRScore change · 5555 W Van Buren (+7)
3 steps · 3h ago
Comparable sale · 500 W Madison
3 steps · 1d ago
Informational only. Workflows shown are illustrative. Executed transactions require human approvals at every material step.