Find What A Deal File Is Missing Before Closing

At Qvery, we help brokerages spend fewer hours on file reviews, with custom AI agents that read every page against your checklist. We build them around your own folders, forms and checklist. Today your team opens each file by hand. A missing disclosure your team finds on Tuesday is a quick fix. The same disclosure found by an auditor after closing is a long, expensive week. The gaps go on top, each with its page. It reads every page, not a sample. Your own checklist decides what the file must hold.

It reads handwriting where the scan allows. A handwritten price change is compared with the typed terms around it. If the agent can't settle it against the other documents, it flags it for a person. A price changed by an amendment is checked against every form that repeats it. Backup offers are kept apart from the main contract. Amendments are where prices change, so every form that repeats the price is rechecked.

Yes. Each check is saved with its date, the version of your checklist it used and what it found. You can see where a file stood at any point before closing, not only at the end. When a question comes later, the record shows what was missing on which day and when it was fixed. The trail builds with the file, so nothing is rebuilt from memory at the end. Auditors ask what you knew and when, and the dated checks answer that.

In your build, a file with open items can wait in your transaction system until a person clears it. Your lead then marks the file ready in your own system. Whether to hold a file stays your compliance lead's call. The agent checks that signature and initial blocks are filled in and dated, and it leaves their validity to your lead. Open items sit at the top of the file, each with its page. The agent never marks a file ready itself.

It still lists the forms in the file and every detail that doesn't agree between them. Prices, names and addresses are compared across the whole file. Spotting what is absent needs your checklist of required forms. Your checklist is set for each kind of deal: a listing, a purchase or a lease. Without it, what is missing stays unknown. Without a list, you still get a readout of the whole file that a reviewer can use.

No. It checks the file against your list and shows the evidence for each line. The judgment stays with your broker of record. So does anything that touches licensing, agency or escrow rules. Your broker or compliance lead opens each file with the problems already in order. They decide what needs fixing and who to chase. The evidence sits next to each result, so a reviewer sees what was checked, its source and the outcome.

It costs about $20,000 to build and $450 a month to run. The calculator above puts that against what file reviews cost your team today. You change the numbers to match your team, and the result updates as you type. It counts the hours spent opening each file by hand to find a missing form or a blank date. Every page, signature block and date counts in the time it measures. Reviewers spend that time on the pages that matter once the gaps come first.

The agent reads only the folders and systems you connect it to. You decide where it runs and how long anything is kept. It changes nothing in a file unless a person tells it to. It picks each file up from the folder or transaction system your team already uses. Nobody forwards anything. Your team's folder structure stays as it is. Files it has no connection to are never opened.

We deliver a working agent in about two weeks, set up around your own checklist. It runs beside your team on live files first. Your reviewers see its problem list next to the one they would have made. When a deal file is ready, it goes into the folder your team already uses, and the agent takes it from there. Your broker and compliance lead get a feel for the flagged items before they rely on them. Live files show how it treats amendments and handwritten changes.

A check of every page of the deal file you send, against your checklist if you include it. It shows what is there, what doesn't match and what is missing. Blank signatures and dates are listed, and so are prices, names and addresses that disagree, each with its page. The sample is a purchase file with its disclosures, an amendment and a checklist. It comes from vlad@qvery.ai within 15 minutes. We delete your files as soon as the result is sent. Include the whole deal file, since the agent checks every page.