EscrowAssist AI assisted workflow for realtors, title and escrow agents.
Upload -> Extract -> Task Routing -> Drafts -> Compliance/Tax -> Ledger, with operator approval at every critical step.
How It Works
- Ingest: Drop PDF/image/email and EscrowAssist opens or updates the file.
- Extract + Validate: Key fields are parsed; low-confidence fields are flagged.
- Orchestrate: Workflow phase, checklists, and owner-specific next actions auto-update.
- Draft: Communications are drafted for review before send.
- Closeout: Compliance, ledger, statements, and reporting are centralized and auditable.
Why It’s Safe + Auditable
- Role-based workflow views (Escrow, Realtor, Title).
- Human review gate before outbound communication.
- Persistent file timeline and document history.
- Compliance and tax packaging surfaced in-file.
- Ledger actions are explicit and traceable.
- Demo reset and reproducible test pack support.
Drop a PDF here to open or update a file
Or forward documents to: [email protected]
Email-Compatible Workflow
EscrowAssist reads the file, updates the file stage and checklist, and prepares the next email draft automatically.
EscrowAssist drafts. You review and send.
Scout
Reads the document
Clerk
Updates the file + checklist
Courier
Prepares the next email draft
Designed for Escrow, Realtors, and Title — working on the same file.
Operations Intelligence
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Recent Files
Upload a file, then open the file from this list.