AI contract extraction for real estate transaction coordinators
Upload any purchase agreement and Transaction Sidekick reads it automatically. Every party, date, and contingency deadline is extracted in under 30 seconds — no manual data entry, no retyping names and numbers from the contract.
- Sets up a full transaction from a PDF in under 30 seconds
- Extracts buyer, seller, agents, escrow, title, purchase price, loan amount, earnest money, COE date, and all contingency deadlines
- Works with standard CAR forms and most state-specific residential purchase agreements
- Saves 20+ minutes of manual data entry per transaction
- Every extraction includes a review step — you confirm before anything is saved
How AI contract extraction works
Transaction Sidekick uses AI to read your purchase agreement PDF the same way a trained TC would — by understanding the structure of a real estate contract, not just searching for keywords. It identifies parties, dates, financial terms, and contingency deadlines from wherever they appear in the document.
Upload your purchase agreement PDF
Drag and drop any purchase agreement PDF — digital or scanned — into Transaction Sidekick. The AI processes it within 30 seconds. Works with standard CAR forms, AS-IS contracts, and most state-specific residential purchase agreements.
Review each extracted field
Before anything is saved, you see every extracted field side-by-side with the exact text from the contract that it was pulled from. Corrections take seconds. This review step is non-skippable — accuracy is the point.
Confirm and start coordinating
Once you confirm, the transaction is created with all parties populated, all contingency dates on the deadline tracker, and a task checklist ready to work from. You go from PDF to active transaction in under a minute.
What gets extracted automatically
Transaction Sidekick extracts the fields a TC needs to open and manage a file — no manual entry for the fields that are always in the contract.
All parties
All dates and contingency deadlines
Financial terms
Every extraction is confirmed before saving
- Each extracted value is shown side-by-side with the source text from the contract
- Corrections take seconds — click the field, update the value
- Nothing is saved until you confirm
How this fits into your transaction workflow
For any transaction coordinator, the intake step is where the most time gets wasted — whether you're managing 5 files or 50. Every new transaction means opening the contract, reading through it, and entering the same fields into whatever system you use to track the file.
From PDF to active transaction in under a minute
With AI extraction, the intake step takes under 60 seconds — upload, review, confirm. The transaction is open, parties are set, dates are tracked, and the checklist is waiting. That's 20+ minutes returned per file, which adds up fast across a full pipeline.
Extracted data flows into every other feature
The extracted data isn't just stored — it populates the deadline tracker automatically, seeds the task checklist with the right dates, and is available for email templates that auto-fill party names and transaction details.
Who this is built for
Independent TCs managing 5–15 files at once
When you're the only person on your files, eliminating the intake bottleneck is the fastest way to add capacity without adding hours.
TC businesses standardizing their intake process
When multiple TCs open files differently, errors and missed fields multiply. AI extraction makes intake consistent and reviewable across the whole team.
Agents who handle their own coordination
Agents self-TCing don't have a trained eye for every field that needs tracking. AI extraction catches the fields an agent might not know to enter.
Frequently asked questions
Stop entering contracts by hand
Transaction Sidekick is in early access. See a demo and start extracting contracts in days, not months.
See demo