⚙️ For practice & business transitions

Every party on pace.
Every deal on timeline.

An AI coordination layer that runs the dirty work of a deal — the reminders, the document chasing, the "where are we?" emails — so the professionals can do what they're actually great at: closing.

🤝Nobody gets replaced. Your escrow company stays. Your attorney stays. Your lender stays. The chasing goes.
Built and supervised by a working practice transitions broker · CA DRE #01926047 · Human oversight on every deal
The obvious wins

Start with the pain everyone knows

You don't need a demo to understand these. You've lived them this month.

📅

Scheduling, without the email tag

Why is anyone still playing reply-all ping-pong to get nine people on one call? The assistant checks everyone, proposes times, and books it — usually on the first try.

🐕

Documents, without the chasing

The right item gets requested from the right person, reminded politely, and checked off — while you're doing something that actually earns money.

📞

Status, without the phone calls

"Where are we?" stops being a call you take twelve times a week. Everyone already knows — it was in Friday's report.

Watch it work

Real exchanges, zero humans chasing

This is what the assistant's day looks like. Names changed, workload real.

📩 The showing request — handled in 4 messages
BUYER · 9:12 AMCan I see this practice?
ASSISTANT · 9:12 AMAbsolutely — here's your secure link to the deal vault: financials, photos, and the lease summary. Take a look and tell me if you want to walk it in person.
BUYER · 9:41 AMI want to see it. When?
ASSISTANT · 9:44 AMThe seller shows after hours, Tue/Thu 6–8 PM. I've confirmed Thursday 6:30 with the seller and sent you both calendar invites. Park in back — the team doesn't know it's for sale.
📩 Closing coordination — five parties, one thread
ASSISTANT · MONClosing is targeted for the 28th. Escrow needs the signed lease assignment and the final payoff letter. Attorney has the APA out for signature. I'll confirm each item as it lands.
LENDER · TUEFunding approved. We need insurance binder by Friday.
ASSISTANT · TUERequested from the buyer's agent — reminder set for Thursday if it hasn't arrived. Everyone else: no action needed. Friday's report will show us 6-for-6 or name what's missing.
The system

Three quiet engines, kickoff to keys

Deals don't die from bad terms. They die from silence, drift, and a missing document nobody chased. These three engines remove all three — supervised by a licensed human on every deal.

📬

The Friday report everyone actually reads

One clean recap to all parties, every Friday: what closed this week, what's due next, who's holding the ball. Nobody has to ask "where are we?" — it's already in their inbox.

🗂

One document hub, role-based views

The lender sees lender items, the landlord sees the lease, nobody digs through a 400-email thread for the addendum. Everything versioned. Nothing lost.

💬

An AI assistant for every party

The buyer's 11 PM question gets answered at 11 PM — without your phone ringing. Each assistant knows the deal, the role, and what's owed next. It escalates to humans when it matters.

The program

45 days, reverse-engineered from closing

Tracked checkpoints with automatic nudges the moment anything drifts. The first 30-day extension is included — because real deals breathe.

Day 1
Kickoff & checklist
Day 5
Docs collected
Day 12
Financing in motion
Day 21
Due diligence clear
Day 30
Lease & legal aligned
Day 40
Closing package set
Day 45
Keys & transition

The milestones aren't the secret — any good broker knows the map. The engine that hits them without a human chasing anyone is. That part you'll see on your deal, not on our website.

📧 Friday Status — Ridgeline Dental · Day 19 of 45
DONEPractice financials delivered to lender
DONELease assignment draft in from landlord counsel
WAITINGBuyer proof of funds — reminded today, due Monday
NEXTDue-diligence review call · appraisal scheduled
💬 Buyer's assistant · 11:04 PM
BUYERWhat do I still owe before Friday?
ASSISTANTTwo items: proof of funds (your bank letter works) and the signed disclosure from page 4. Upload both here and you're clear for the week.
🗂 Document hub — Ridgeline Dental
P&L 2023–2025 · verified
APA draft v3 · attorney-only
Insurance binder · requested from agent
👁Lender view: 8 items · Landlord view: 3 items
The parties

Built around everyone in the deal

A transition has more customers than the org chart shows — internal and lateral. Each one gets their own assistant, their own view, their own gentle nudges. Nobody works for us; everybody hears from us.

👤 Buyer👤 Seller🏢 Broker⚖️ Attorney🏦 Lender🔐 Escrow🏠 Landlord🧮 CPA & advisors
🔐

Your escrow company stays your escrow company

We don't hold funds, we don't touch the license work, and we don't compete with the escrow desk. We make sure everything they're waiting on shows up on time — which makes them look brilliant.

🦸

Your TC gets superpowers, not a pink slip

If you have a transaction coordinator, this is their cockpit — the chasing automates, the judgment stays human. If you don't, this is how you run like an office that does.

🧑‍⚖️

Human oversight on every deal

Built and supervised by a working practice broker (CA DRE #01926047). The AI does the follow-up; a licensed human watches the board.

For brokerages & deal teams

Make it your house standard

The best offices standardize their vendors — one escrow company, one lender panel, one process every deal follows. This is that, for coordination. Lock it in across your book and every deal runs the same clean 45-day rail.

🏷

Your brand on the Friday report

Clients see their broker running the tightest process they've ever been part of. The engine is ours; the reputation is yours.

🛤

Every deal, the same rail

New associate or 30-year veteran — same milestones, same document hub, same cadence. Your office scales without cloning you.

📵

Answer once, never again

Your buyers and sellers ask their assistant first. Your phone rings for the conversations that deserve you — not the status checks.

Founding pilot · by invitation

Bring one deal. Watch it run.

We're proving this on live transitions with a small group of brokers and deal professionals before opening it up. Bring one deal — we run it end-to-end on the 45-day rail, human-supervised, and you'll see every Friday report land.

Pilot pricing is discussed on your first deal. No contracts. No lock-in. No software to install.