Interactive demo · Real-estate agencies
The AI assistant that prepares the notary file. You just approve.
This is what we set up in your agency: a fully guarded and controlled AI agent, connected to WhatsApp, email and the deal documents. It reads the documents the seller sends, checks them against each other and against what the notary needs, and prepares the messages for what is missing. You decide from the assistant panel, on your phone.
1Works in your toolsWhatsApp with clients, email, the deal folder. Nothing changes for you.
2You approve everything that goes outNo message to a client or the notary without your click.
3Everything stays in the logSee any time what it read, what it checked and who approved.
Try it below: the agency's tools and, next to them, the assistant panel, where you make the decisions.
In the company's tools · WhatsApp
Mihai Ionescu · sellerFloreasca, 2 rooms · notary Friday 11:00
Mihai · Monday, 9:40Good morning! Here are the documents for the notary.Purchase_deed_2014.pdftitle deedTax_certificate.jpgtax certificateEnergy_certificate.pdfenergy certificateAssociation_statement.jpghomeowners’ association statementLand_register_2014.pdfland register extract (old)
AI assistant panel
You sold the flat. The notary is on Friday.
You are Mara, a property consultant. The Floreasca flat sold for €128,000, and the signing at the notary is on Friday, 6 November, at 11:00. On Monday morning the seller sends you the documents on WhatsApp.
Usually the documents get a quick look, and a gap only shows up at the notary: the signing is postponed and the buyer starts to doubt.
In the company's tools · WhatsApp
Mihai Ionescu · sellerFloreasca, 2 rooms · notary Friday 11:00
Mihai · Monday, 9:40Good morning! Here are the documents for the notary.Purchase_deed_2014.pdftitle deedSee the check →Tax_certificate.jpgtax certificateSee the check →Energy_certificate.pdfenergy certificateSee the check →Association_statement.jpghomeowners’ association statementSee the check →Land_register_2014.pdfland register extract (old)See the check →
AI assistant panel
I received 5 documents from Mr Ionescu.
I’m comparing them with each other and with what the notary needs for a sale: owners, validity dates, encumbrances.
You choose
One document or the whole file?
Or tap a document in the chat to see the check for that one only.
In the company's tools · Purchase_deed_2014.pdf
Sale and purchase deed · 2014 title deed
Buyers (now owners)Mihai Ionescu and Elena Ionescu
PropertyFlat 12, Floreasca, Bucharest
Cadastral no.212345-C1-U12 ✓
Pricepaid in full ✓
What the assistant read on Purchase_deed_2014.pdf
AI assistant panel
Reading the 2014 title deed.
Two owners: Mihai and Elena Ionescu. Elena isn’t booked for the notary.
The cadastral number matches the other documents. ✓
Draft · to Mr IonescuGood morning, Mr Ionescu! The title deed also names Mrs Elena Ionescu. As an owner, she also needs to sign at the notary on Friday, or give an authentic power of attorney. Which do you prefer? Mara, Exemplu Imobiliare
In the company's tools · WhatsApp
Mihai IonescuWhatsApp
10:02 · sent by the assistant, approved by youThe title deed also names Mrs Elena Ionescu…
Mihai · 10:15Yes, my wife is coming on Friday too.
AI assistant panel
You approved the message. Sent to Mr Ionescu.
10:15 · Elena is coming to the signing. I noted it in the file and will send her details to the notary.
In the company's tools · Tax_certificate.jpg
Tax clearance certificate local tax office
Issued toMihai Ionescu (Elena missing) ✗
Debts0 lei ✓
Issued5 October
Valid until4 November · notary 6 November ✗
What the assistant read on Tax_certificate.jpg
AI assistant panel
Reading the tax certificate.
No local tax debts. ✓
It expires on 4 November, two days before the notary (it is valid for 30 days).
It is only in Mihai’s name. It must be in both sellers’ names.
Draft · to Mr IonescuGood morning, Mr Ionescu! The tax certificate expires on 4 November, before Friday, and it is only in your name. Please ask the local tax office for a new one in both names. Could you get it on Wednesday? Mara, Exemplu Imobiliare
In the company's tools · WhatsApp
Mihai IonescuWhatsApp
10:04 · sent by the assistant, approved by youThe tax certificate expires on 4 November, before Friday…
Mihai · 10:20I didn’t know. I’ll go to the tax office on Wednesday morning.
AI assistant panel
You approved the message. Sent to Mr Ionescu.
Mihai goes on Wednesday. Wednesday at 16:00 I’ll ask whether he has the new certificate and check it for you.
In the company's tools · Energy_certificate.pdf
Energy performance certificate energy auditor
PropertyFlat 12, Floreasca
ClassC ✓
Issued2023
Valid until2033 ✓
What the assistant read on Energy_certificate.pdf
AI assistant panel
Reading the energy certificate.
The address matches; it is valid until 2033. ✓
I added it to the notary file.
In the company's tools · Association_statement.jpg
Homeowners’ association statement building association
OwnerMihai Ionescu
Arrearsnone ✓
Issued30 October
Signed, stamped✓
What the assistant read on Association_statement.jpg
AI assistant panel
Reading the association statement.
Maintenance is paid up to date; signed by the chair and the administrator. ✓
I added it to the notary file.
In the company's tools · Land_register_2014.pdf
Land register extract · 2014 OCPI
OwnersMihai and Elena Ionescu ✓
Cadastral no.212345-C1-U12 ✓
Part III · encumbrancesMortgage in favour of the bank ✗
Extract date2014 · the notary orders a new one
What the assistant read on Land_register_2014.pdf
AI assistant panel
Reading the land register extract Mr Ionescu sent (from 2014).
A bank mortgage for the loan he took then. Without the bank’s consent, the sale can’t go ahead.
The notary orders the new extract. I’ll send him the cadastral number.
Draft · to Mr IonescuGood morning, Mr Ionescu! The land register extract shows the bank’s mortgage for the 2014 loan. Please ask the bank for a letter with the loan balance and its consent to the sale, so the notary can clear the mortgage from Friday’s payment. Could you have it by Thursday? Mara, Exemplu Imobiliare
In the company's tools · WhatsApp
Mihai IonescuWhatsApp
10:06 · sent by the assistant, approved by youThe land register extract shows the bank’s mortgage…
Mihai · 11:30I called the bank. The letter comes by email on Thursday.
AI assistant panel
You approved the message. Sent to Mr Ionescu.
The bank letter arrives on Thursday. When it does, I’ll check it and add it to the notary file.
Next
The mortgage is on its way to being sorted. What next?
In the company's tools · the notary file
Notary file · Floreasca Friday 11:00
Title deedtwo owners: is Elena coming?To clarify
Tax certificateexpires 4 Nov · only MihaiTo redo
Energy certificatevalid until 2033OK
Association statementno arrearsOK
Land register extractbank mortgage · new extract: notaryBank consent
AI assistant panel
I checked all 5 documents, against each other and against what the notary needs.
2 are fine: the energy certificate and the association statement.
The tax certificate expires before Friday and is only in Mihai’s name.
Elena Ionescu is a co-owner: she must sign or give a power of attorney.
The bank mortgage: the balance letter and the bank’s consent are needed.
In the company's tools · WhatsApp
Mihai IonescuWhatsApp
Draft · to Mr IonescuGood morning, Mr Ionescu! I checked the documents for the notary (Friday, 11:00). Three things: 1) the tax certificate expires on 4 November and is only in your name: please get a new one in both names; 2) Mrs Elena Ionescu is a co-owner: she needs to come to the notary or give an authentic power of attorney; 3) the land register shows the bank’s mortgage: please ask the bank for the balance letter and its consent to the sale. The other documents are fine. Thank you! Mara, Exemplu Imobiliare
AI assistant panel
One message, with everything missing and what he needs to do.
It goes out from the agency account, only after your approval.
In the company's tools · WhatsApp
Mihai IonescuWhatsApp
Draft · to Mr IonescuMr Ionescu, for Friday we still need: a new tax certificate in both names, Mrs Elena at the signing (or a power of attorney) and the bank’s letter with the balance and consent. Everything else is fine. Mara, Exemplu Imobiliare
AI assistant panel
One message, with everything missing and what he needs to do.
It goes out from the agency account, only after your approval.
In the company's tools · email to the notary
To: notary’s officeemail · 3 attachments
DraftGood morning! Here is the file for Friday’s sale, 6 November, 11:00 (Floreasca, flat 12, cadastral no. 212345-C1-U12). Attached: the title deed, the energy certificate, the association statement. Coming by Thursday: the new tax certificate and the bank’s mortgage letter. Both sellers and the buyer will attend. Mara, Exemplu Imobiliare
AI assistant panel
You approved the message. Mr Ionescu replied: tax office on Wednesday, his wife is coming, the bank letter comes on Thursday.
I prepared the email to the notary, with the documents ready and what is still coming.
Your decision
What do you do with the email to the notary?
In the company's tools · the assistant's log
Mon 09:42 Received 5 documents from Mihai Ionescu.
Mon 09:44 Checked: 2 OK, tax certificate expiring, co-owner, mortgage.
Mon 10:05 You approved the message to the seller. Sent.
Mon 10:30 You approved the email to the notary. Sent with 3 attachments.
Wed 16:00 Check the new tax certificate.
Thu 12:00 Check the bank letter.
AI assistant panel
Every step is in the log: what I read, what I checked and who approved.
Until Friday I follow up the two missing documents and tell you if anything is late.
In the company's tools · the assistant's log
Mon 09:42 Received 5 documents from Mihai Ionescu.
Mon 09:44 Checked: 2 OK, tax certificate expiring, co-owner, mortgage.
Mon 10:05 You approved the message to the seller. Sent.
Mon 10:30 You asked to send the notary email on Thursday, with the full file.
Wed 16:00 Check the new tax certificate.
Thu 12:00 Check the bank letter.
AI assistant panel
Every step is in the log: what I read, what I checked and who approved.
Until Friday I follow up the two missing documents and tell you if anything is late.
The result
By hand, todayGaps show up at the notary. The signing is postponed and the buyer starts to doubt.
With the AI assistantGaps show up on Monday, with the message to the seller ready. On Friday you go to the notary with a complete file.
The assistant read the documents, checked them against each other and wrote the messages. You decided what went out.
AI assistant panel
Want this for your agency's deals?
We set it up in the tools you already use, starting with one job. Every message stays subject to your approval.
The agency, people, documents and figures in the demo are an example. The notary sets the exact list of documents.
