AI for Real Estate: Transaction Management

Agents rarely lose a deal at the showing –- they lose it to a deadline buried on page four of an addendum or an inspection report no one read closely. This is a hands-on session: pull key dates and figures from a sample contract, turn an inspection report into a prioritized repair request, and build a transaction dashboard you keep. We'll also connect AI to your own files, email, and calendar –- plus where it fails and what should never go into a chat window. Sample files included.

• Where AI genuinely helps in a transaction –- and the three places it will confidently get you in trouble
• Client confidentiality and data handling: what never goes into an AI tool, and why
• Contract intake: extracting every date, dollar amount, and contingency from a purchase agreement and its addenda
• Deadline math agents get wrong –- business days, observed holidays, and addenda that move dates earlier
• Connecting AI to tools you already use –- your transaction documents, email, and calendar
• Building a transaction dashboard to continue using after class

• Run a complete contract intake on a sample purchase agreement and produce a dated, verifiable deadline list
• Catch at least one deadline the AI got wrong, and explain why it happened
• State the specific client information that must never be entered into an AI tool
• Connect at least one tool you already use –- files, email, or calendar –- to an AI assistant
• Leave with a working transaction dashboard and the prompts that built it
• Identify the single task in your own week to hand off to AI first

• A laptop is required. A phone or tablet will not work for this class - you will be opening, reading, and building files
• A free Claude account is enough for most of the session. A paid account is recommended if you want to follow along with the tool-connection portion on your own computer
• Built for licensed agents, transaction coordinators, and brokerage staff. All sample contracts and inspection reports are provided and fictitious - please do not bring live client files