Generate closing cost estimate sheets from purchase agreements

Reads a signed purchase agreement and builds a closing cost estimate sheet for buyers and agents.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"signed purchase agreement received"]:::trig s0["extract contract details"]:::task s1["calculate closing costs and fees"]:::task s2["email estimate sheet to agent and buyer"]:::svc trig --> s0 s0 --> s1 s1 --> s2 out[/"closing cost estimate sheet delivered"/]:::out pay{{"buyers get cost clarity without manual math"}}:::pay s2 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Document Processing & OCRSpreadsheet & Database OpsFinance & AccountingReal Estate & Property
Connects
OpenAIGoogle SheetsGmailDocuSign

The problem it solves

Buyers ask for a rough closing cost breakdown and you end up doing the math by hand every time, pulling numbers from the contract and local fee schedules. It takes time you do not have between showings and calls.

Who it fits

Real estate agents and mortgage brokers preparing buyers for closing.

How it works

  1. A signed purchase agreement is uploaded or emailed in.
  2. AI pulls the sale price, loan terms, and fee items from the contract.
  3. It calculates estimated taxes, title fees, and closing costs based on your local rate table.
  4. A finished estimate sheet is emailed to the agent and buyer.
What you get

Closing numbers ready for a quick check

You get a closing cost estimate sheet built straight from the purchase agreement for buyers and agents.

What you get

A closing cost estimate sheet ready to share with the buyer.

What you need

Google Sheets and Gmail with an OpenAI or Claude subscription.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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