Upfront Docs reads transaction documents, compares against your brokerage's compliance rules, and routes for review with an annotated summary. Your compliance team reviews the exceptions — not every folder.
Configurable rule sets per transaction type, per state, per team. Author the compliance once and apply it everywhere. AI flags exceptions with citations; a human approves — always.
Agents drop transaction documents straight into the deal record. The AI reads, extracts, and asks the agent to confirm anything ambiguous — right in the chat. Every exchange becomes part of the audit trail.
Got it — purchase agreement and seller's disclosure for 412 Oak Ridge. One quick check: I see two earnest money figures ($10,000 in §3.1, $10,500 in the cover). Which is correct?
$10,000 is right — typo on the cover. Updated cover attached.
Logged. 13 of 14 checks pass. One flagged for your broker: lead-based paint addendum still needs buyer initials, page 2. I'll ping them.
Earnest money discrepancy resolved · 2 cover replaced · Broker notified
Upfront Docs is an AI-powered compliance review tool for real estate transactions. It reads every contract, addendum, and disclosure, compares them against your brokerage's specific compliance 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. Upfront Docs is a human-in-the-loop system: the AI handles the pattern-matching work (missing signatures, date mismatches, form gaps), and your compliance reviewer makes the call.
Every decision is logged to an immutable audit trail. The goal isn't to remove people — it's to let them focus on judgment calls instead of busywork.
Three steps: (1) a document is uploaded to the deal record, (2) Upfront Docs reads it and runs your configured ruleset — by state, transaction type, and team, and (3) the AI generates an annotated summary with citations to specific sections. Under five seconds per document.
Agents can communicate with the AI in-line through embedded chat. Every exchange becomes part of the audit trail automatically.
Yes — rule sets are fully configurable per transaction type, per state, per team. You author the compliance once, and Upfront Docs applies it to every transaction. Change a rule, and it applies going forward across all new reviews.
Purchase agreements, seller disclosures, counter-offers, addenda, lead-based paint disclosures, wire fraud advisories — any transaction document your brokerage needs to verify. The system checks signatures, initials, dates, required forms, and mathematical consistency.
Yes. Upfront's products are modular — you can run Docs on its own, or pair it with Vero (back office), Agent Wallet, or Care. Layer onto what you have, or migrate when you're ready.
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