Set up your agent and broker information once, and EstatePilot auto-fills it into every new transaction. Your profile stores your license details, contact info, and broker affiliation — saving you from re-entering the same data across dozens of forms.
Your command center for every deal. View all active transactions at a glance, create new ones with a single click, and track each deal's progress from contract to closing. Color-coded buyer/seller badges make it easy to see which side you're representing.
The single source of truth for your transaction. Upload a contract or disclosure, and our AI extraction agent pulls out buyer names, seller info, property details, financial terms, and more — automatically populating over 160 fields. Edit any field and the system keeps everything in sync across all your forms.
Manage all 53 TREC, TAR, and brokerage forms in one place. See exactly which fields are filled on every form, download individual PDFs with your data already populated, or grab everything as a ZIP. When it's time to sign, send documents for electronic signature through DocuSign — all without leaving the platform.
Your AI-powered supervising broker, available 24/7. Ask which forms you need, when your option period expires, or what to bring to closing — and get accurate, transaction-aware answers that reference your actual deal data. Whether you're a seasoned agent or closing your first deal, the expert chat keeps you on track.