Drop the transaction.
Compliance, done.

An AI-powered compliance review tool for real estate transactions. It reads every contract, addendum, and disclosure, compares them against your brokerage's rules, and routes flagged items for human review.

Your compliance team reviews the exceptions — not every folder. Pilot brokerages are seeing 64% less review time on 50-page transactions.

No. AI flags, humans decide — every time. The AI handles the pattern-matching work (missing signatures, date mismatches, form gaps); your reviewer makes the call.

Every decision is logged to an immutable audit trail. The goal isn't to remove people — it's to free them from the busywork so they can focus on judgment calls.

Drop the whole transaction — a 3-page document or a 40-page bundle. Docs separates it into individual documents, classifies each, and pulls the structured data: buyers, sellers, title company, lender, and agents.

It then runs your ruleset — by state, transaction type, and team — and returns an annotated summary with citations. Under five seconds per document.

It asks instead of guessing. Low-confidence fields — a hard-to-read commission figure, an ambiguous last name — get surfaced for a quick human confirmation, and the answer is logged to the audit trail.

Docs scores its confidence on every read. Anything it's unsure about, it flags for a human instead of guessing — and nothing is ever auto-approved. A person makes the final call on every exception, so a misread gets caught in review, not committed to the record.

Yes — rule sets are fully configurable per transaction type, per state, per team. Author the compliance once, and Docs applies it to every matching transaction. Change a rule and it applies going forward across all new reviews.

Yes. Rules are configured per transaction type and per state, so a listing-side deal in Colorado and a buyer-side deal in Arizona each get the right required-document checklist. County-level requirements are supported.

We build from your brokerage rulebook, and optionally your state or association rulebooks, then check for published updates. We work closely with association and brokerage leadership to define each company's process — so the rules reflect how you actually operate.

The broker sends it back to the agent from the deal's message center — emailed to the agent and logged on the deal. The agent re-uploads, the AI re-validates, and it returns to the broker's queue.

Amendments added after upload are tracked and re-checked automatically, so nothing falls through the cracks.

All of them. Agents submit documents, transaction coordinators manage the deal, and compliance staff or brokers review and approve — each with the right view.

Yes. Every document, validation, decision, and message is logged with timestamps to an audit trail — retained up to 7 years and exportable. When a regulator, association, or your E&O carrier asks for proof of process, it's already there.

Your documents and rulebooks are yours. Access is controlled, and records are retained for up to 7 years to support audits and recordkeeping.

Purchase agreements, listing agreements, seller disclosures, counter-offers, addenda, lead-based paint disclosures, wire fraud advisories — any transaction document you need to verify. It checks signatures, initials, dates, required forms, and mathematical consistency.

Docs is modular. Run it on its own, or alongside Vero, our back office. If you run another transaction-management system, tell us about your stack and we'll walk through how Docs fits.

Yes. Upfront's products are modular — run Docs on its own, or pair it with Vero (back office), Agent Financials, or Care. Layer onto what you have, or migrate when you're ready.

Pay per transaction, from $4 to $20 — the rate moves with your state, your volume, and how big each transaction runs. No seats, no minimums, no annual lock-in.

New to Docs? Reach out and we'll set you up with a few free transactions to try on your own deals.