Revenue flowClosings Process 03 · Closings

Deeds signed on schedule

The Closings process gathers documents, tracks the mortgage and coordinates bank and notary so disbursement isn’t delayed.

Key metric Deeds signed and disbursements received on schedule

Real Estate Developers already working with Datapeers

CFC&A Construcciones CAMU Constructora Perfek Construcción y diseño Hungría Constructora Trujillo Gutiérrez Pranha Urbano Constructora JYP
Process features

Agent, tracking and assistant, configured for your company

01

Custom AI agent

Requests every document on time, checks it’s complete and coordinates the signing with the buyer, the bank and the notary.

Requests and validates buyer documents Tracks mortgage and subsidy status Schedules the signing with notary and bank Flags when a file stalls
Customized with
Your brand voice Projects and inventory Business rules Hours and channels When to hand off to your team Conversation volume
Closings agentonline
Today This company uses an AI agent to assist you. You can ask to speak with a person.
Hi Diego, to close on apartment 1203 we still need your updated employment letter. Could you send it here? 10:12 a.m.
Sure, I’ll send it this afternoon. 10:14 a.m.
Thanks. With that the bank issues the approval letter and we’ll schedule the signing for the 28th. 10:16 a.m.
Perfect. 10:18 a.m.
Message
02

deed closings tracking

Every deed closing with documents, bank, notary and signing date, from file submission to disbursement.

Optional: calls recorded and transcribed on every record
Documents14
Diego Mora Missing employment letter Remind tomorrow
Ana Torres Complete Send to bank
Mortgage9
Luis Cano Under bank review Follow up Thursday
Marta Díaz Approved Request letter
Notary5
Juan Pérez Draft deed under review Signing Oct 28
Camila Rojas Appointment set Confirm attendance
Deed signed31
Sofía León Disbursement received Closed
Pedro Silva Disbursement in progress Confirm payment
Emma03

Emma assistant

Your closings team asks which files are stalled and why, and Emma answers with the details.

Licensed by the number of users on your team
What’s holding up Torre Norte deed closings this month?
Emma Of 14 files, 5 are waiting on buyer documents and 3 on bank approval. If they come in this week, 11 will be signed before the 30th. Source: Deed closing tracking
Console included

Includes your closings console

Your team and the agents work in the same console. If you already use Sinco, Ingemax, Sico or Smart Home, we sync the data.

Files Documents by buyer
Mortgage and bank Approval status
Deed and disbursement Notary, signing and date

Configure the Closings process

Choose whether to use the AI agent and at what volume, whether tracking includes calls, whether to sync with your ERP, and how many users get the assistant.

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Real Estate Developers already working with Datapeers

CFC&A Construcciones CAMU Constructora Perfek Construcción y diseño Hungría Constructora Trujillo Gutiérrez Pranha Urbano Constructora JYP
Process features

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01

Custom AI agent

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Today This company uses an AI agent to assist you. You can ask to speak with a person.
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Optional: calls recorded and transcribed on every record
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Console included

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Your team and the agents work in the same console. If you already use Sinco, Ingemax, Sico or Smart Home, we sync the data.

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