From contract to close, handled
An AI transaction coordinator that keeps every deal on track
Between contract and close, one missed deadline can cost the deal — or your commission. Grace, CloseBoss's AI transaction coordinator, keeps every date, document, and party in order, flags what's due, and answers questions about the deal, so you can list and sell instead of living in a checklist.
What AI Transaction Coordinator does for you
- Tracks every contract deadline, shows where each date came from — the contract, a default, or you — and lets you mark it verified.
- Recalculates the dates that depend on acceptance when it changes, and won't let a deal close until funding and recording are confirmed.
- Reads a contract with AI and pulls out the key terms for you to confirm or correct.
- Keeps a document center for each deal, with versions, and a history of every change.
- Schedules inspections and tracks repairs, escrow, and loan conditions in one place.
- Gives escrow, lenders, inspectors, and contractors a private link to just their part — they can confirm appointments and tick off milestones, while wires, deadlines, and prices stay yours.
- Answers your questions about any deal from the deal record, and drafts emails for you to review and send.
- Puts inspections, closings, and signings on your Google Calendar, with pipeline, cycle-time, and deadline reports.
How it works
A deal goes under contract
Upload the contract and Grace reads it, laying out the contract-to-close timeline — key dates, contingencies, and who's responsible — for you to confirm.
It tracks every deadline
Inspection, appraisal, financing, and closing dates are monitored, inspections and repairs are scheduled, and the next action surfaces before anything slips.
Everyone stays in the loop
Escrow, the lender, the inspector, and contractors each get a private link to their part of the deal. Every view is logged, and documents and history stay on the deal record.
Frequently asked questions
- What does an AI transaction coordinator do?
- It manages the contract-to-close process — reading the contract, tracking deadlines, organizing documents and tasks, and keeping every party in step — so you don't miss a critical date.
- Will it keep me from missing deadlines?
- Yes. It monitors every contractual date, shows where each one came from, and surfaces what's due next, so inspection, appraisal, financing, and closing deadlines stay on your radar.
- Can escrow and the lender see the deal?
- Only their part. Each participant gets a private link that expires and can be revoked. They see what you share, can confirm appointments and milestones if you allow it, and never see wire instructions or prices.
- Does it send documents for signature?
- Not yet. Signature status from Dotloop and DocuSign syncs onto the deal, but sending documents for signature from CloseBoss isn't available yet.
- Does it replace my human TC?
- It handles the repetitive coordination and tracking so a solo agent can run more deals cleanly, and it makes any human TC dramatically more leveraged.
Meet the rest of the team
Put your AI real estate team to work
AI Transaction Coordinator is one member of the CloseBoss team — answering calls, following up, marketing, and coordinating deals so you can focus on closing.
