Closepath reads executed TREC 20-18 contracts or draft terms, computes the obligations they create, drafts milestone reminders, and gives listing teams one morning screen for every file that needs attention.
Pilot teams get white-glove onboarding, workspace setup, and a direct line to the builders.
Sample workflow
A pilot user can start with an executed PDF or a draft TREC 20-18, review the extracted terms, and run the file from a deadline timeline that stays tied to the contract.
Humans review extracted terms before relying on the timeline.
No client-facing communication sends until a user approves it.
The problem
Option fee delivery. Earnest money. Title commitment, survey, objection windows. Financing approval. HOA resale certificates. Closing. Miss one and the deal leaks money — or dies. Spreadsheets and generic checklists don’t know what your contract actually says.
Upload the executed TREC One to Four Family contract — text or scanned. Closepath extracts the date-driving terms and computes the obligation timeline from the actual contract.
Enter draft TREC 20-18 terms and preview the calendar before signature. Pilot workspaces can generate the completed form and hand it to an e-sign flow without re-keying.
Overdue, due-soon, and drafts waiting for review — across all your transactions, soonest first. The answer to “what needs me right now?” without opening ten folders.
Milestone reminders are drafted for review, not auto-sent. Every AI call is logged, every approval is attributed, and every state change lands in the audit trail.
Pilot scope
Closepath is in pilot, so the promise is deliberately narrow: prove the contract-to-close workflow on real Texas listing files, then expand integrations with the teams using it.
Executed PDF upload, including scanned contracts, with extracted terms routed into a human review workflow.
TREC 20-18 obligation computation, owner labels, status tracking, and instant re-projection when terms change.
AI-drafted milestone emails that stay draft-only until a user approves, edits, or rejects them.
Outbound email, inbound triage, and e-sign handoff are configured per pilot workspace and provider.
How it works
Upload the executed PDF (text or scanned), or enter draft terms to preview the timeline pre-signature. Extraction is automatic; you review what it found.
Every obligation, owner, and due date — grouped by workflow stage, tracked to done. When a mailbox is connected, inbound email is triaged against the file.
Drafted reminders queue for one-click approval and send. The audit trail writes itself, all the way to the closing table.
The pre-signature preview
Enter the terms you’re negotiating and Closepath computes the exact calendar they produce. Change the option period or the financing window and watch the timeline move.
Why it’s different
The deadline engine is pure, tested math — the same contract always produces the same calendar. AI is bounded to jobs where language helps: reading contracts, triaging inbound email, classifying documents, and drafting communications. Every AI call runs under a deadline and a cost ceiling, every output is logged, and nothing reaches a client without a human clicking approve.
Questions brokers ask
No. Closepath prepares software outputs for licensed professionals to review. Your team remains responsible for contracts, deadlines, and client communications.
No. Drafts stay in the approval queue until a user edits, approves, rejects, or sends them through the configured sender.
No. It gives agents, TCs, and broker ops a safer operating layer: contract-aware deadlines, one work queue, and an audit trail.
Closepath is designed to hand completed documents and approved communications to the tools a pilot team already uses. Integrations are configured workspace by workspace.
Pilot program
Bring a live file and see its full timeline in minutes. We’re onboarding a small number of pilot teams — white-glove setup, direct line to the builders, and your fingerprints on the roadmap.