Review readiness
Inspect the readiness summary and the information behind it. See where incomplete records or unresolved questions deserve a closer look.
Home / AI Closing Desk
Know what needs attention before the close.
AI Closing Desk turns the available transaction context into a reviewable readiness plan. Keep missing information, milestones, owners, and suggested next actions together instead of spreading the closing conversation across separate notes.
2 AI documents · 2 3D credits · 2 closing readiness analyses. Verify your email to activate your trial.
What you can do with AI Closing Desk.
Organize the next actions
Review suggested tasks, owners, document needs, and milestone dates. Make the plan concrete before asking a teammate or transaction partner to act.
Keep human approval central
Review and approve recommendations before saving them. Keep the report and actions associated with the client so handoffs retain their context.
A practical workflow
From context to a useful next step.
- Select the client and bring together the available transaction information.
- Run a readiness analysis and inspect missing items, risks, and milestones.
- Review the recommendations, approve the plan, and save the relevant next actions.
Keep the limits in view.
A readiness score is decision support, not an assurance that a transaction will close. Confirm contractual dates, title issues, financing conditions, and legal requirements with the responsible professionals. CasaCortex does not autonomously approve or execute a transaction.
Does CasaCortex automatically send or approve closing instructions?
No. Review the analysis and approve the actions yourself. The workspace is designed to support coordination, not replace professional responsibility.
How does this connect to document preparation?
Document drafts, saved properties, and closing actions can sit together in the client workspace, making missing information easier to discuss.
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.