Josie
AI transaction coordinator for real estate agents

Just send it to Josie.

Upload the executed contract. Josie builds your deadlines and checklist from the contract itself, sends the follow-ups you approve, and tells you what needs you.

Now piloting with Georgia agents · GAR purchase agreements

412 Peachtree Hills AveGA-2611-0042
Due diligence period ends Fri, Nov 14 · 11:59 PM ET · 3 days Sec. 6 · Binding Agreement Date + 10 days
Closing Mon, Dec 15 Sec. 1(C) · closing date in contract
confirmed Earnest money received by holder
sent Inspection report request to buyer's agent
awaiting reply Appraisal date from lender

Example file with sample data

How it works

Contract to close, handled.

You stay in charge of every decision. Josie does the clerical work in between.

  1. Upload

    Drop in the executed purchase agreement, exhibits and disclosures.

  2. Verify

    Josie reads the terms and shows where each one came from. You confirm or fix them.

  3. Approve

    One click turns the verified terms into a file: deadlines, checklist and tasks.

  4. Josie coordinates

    Reminders, document requests and status updates go out within the limits you set.

  5. You handle exceptions

    Anything that needs judgment, a negotiation or a change in terms comes straight to you.

What Josie does

The busywork of every file, off your plate.

Reads the contract

Pulls price, dates, earnest money, contingencies and parties, each with a page reference. Gaps and conflicts get flagged, not guessed.

Builds the timeline

Every deadline comes from your contract's actual terms: binding date, calendar vs. business days, holidays and cutoff times.

Keeps the checklist

A checklist specific to the contract and the state, not a generic template. Josie tracks what's done and what's open.

Sends the reminders

Early reminders before deadlines and urgent alerts if something slips, to you and the parties you choose.

Drafts the requests

Document requests and status check-ins, written and ready. You decide what goes out automatically and what waits for your OK.

Logs everything

Every change, message and approval is recorded with who did it and when. The file history is always complete.

Shows its work

No mystery dates.

Deadlines are calculated by tested code, not by AI guesses. Each date shows the clause it came from and the exact math, so you can check it in seconds. When a term is unclear, Josie asks you instead of picking one.

Straight answers

An assistant you can trust with a file.

Josie is AI, and says so

Every message is signed "Josie (AI coordinator) for" you, and tells the reader it's automated. Replies come back to you.

"Sent" never means "done"

Josie tracks sent, awaiting reply and confirmed as separate states. A task closes only when it's actually finished.

You keep the license-level calls

Josie doesn't negotiate, give legal advice or change terms. Those go to you, every time.

Your files stay yours

Each account's transactions are kept separate and private, with originals and revisions stored securely.

FAQ

Questions agents ask

Is Josie a real person?

No. Josie is an AI transaction coordinator. She's clearly labeled as AI in the app and in every message she sends, and anything that needs a human comes to you.

How much does it cost?

Josie is priced per transaction, below what a traditional transaction coordinator charges. Pilot pricing will be shared with agents directly before launch.

Which states and contracts work today?

We're piloting in Georgia with the GAR purchase and sale agreement. More states are on the way, each with its own deadline rules.

Will Josie email my clients without asking?

Only if you let her. You control who Josie contacts, what she can send on her own, and what waits for your approval.

What happens if the contract is unclear?

Josie flags it and asks you. She never fills a gap with a guess, and you verify every term before deadlines are created.

Does it work with Dotloop?

Not yet. Dotloop support is in development, and today you upload your documents directly to Josie.

Your next contract?
Send it to Josie.

Join the Georgia pilot and put your next file on autopilot, with you in the driver's seat.

Get started