Choose the right workflow
Work across purchase, mortgage, title, and closing preparation. Supply the relevant client and property facts rather than starting from an empty page.
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AI real estate document drafts, ready for human review.
Document Intelligence supports real estate document preparation inside the same workspace as the client and property. Create a draft, inspect the details, and keep a review-ready copy with the transaction.
2 AI documents · 2 3D credits · 2 closing readiness analyses. No credit card required. Google verifies your email; email signup requires the verification link.
What you can do with Document Intelligence.
Review a structured draft
Check names, dates, amounts, source material, and assumptions. AI output remains a draft for human review; a template fallback is identified separately when AI generation is unavailable.
Save and export
Export a PDF for review or save the output in Client Overview. Keep the draft close to the property context and next actions your team is working on.
A practical workflow
From context to a useful next step.
- Choose a document workflow and the relevant client and property.
- Add the required facts, generate a draft, and check every important detail.
- Export a PDF or save the reviewed draft to the client record.
Practical review checklist · Updated November 2, 2026
From intake to a traceable document handoff
Prepare a focused brief
Identify the client, property, document purpose, intended reviewer and current source material. Include only authorized information needed for that task. List missing facts explicitly.
Review facts before presentation
Compare names, dates, amounts and property references against the sources. Separate supplied facts from generated suggestions. A polished PDF is not evidence that the contents are correct.
Label draft status and open questions
In your handoff note, record the draft version, source date, reviewer, unresolved questions and next action. A template fallback is not an AI result; check the generation status shown in the app.
Export for the appropriate review
Save the draft with the client or export a PDF. Obtain the required professional review before transaction use. CasaCortex does not replace approved forms, e-signature, legal review or document retention policies.
Continue with the closing checklist and reusable handoff worksheet, or review the fictional document demo before using trial credits.
Keep the limits in view.
CasaCortex does not provide legal advice or guarantee that a document is valid or appropriate for a jurisdiction. Licensed professionals must review legal, financial, and transaction documents before use or signature. Only provide information you are authorized to process.
Are generated documents ready to sign?
No. Treat them as drafts. Verify the facts and obtain review from the appropriate transaction professionals before use.
Can I export the result?
Document Intelligence supports PDF export and saving drafts to the client record so the team can continue its review.
Try it in your workflow
Make your next client journey clearer.
Explore the connected workspace with a free 2-day Agent Pro trial, then choose the capacity that fits your team.