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AI Insights

AI Insights runs risk assessments and compliance checks on your transactions, flagging potential issues before they become problems.

Where to find them​

AI Insights appear on the Overview tab of any transaction, in the AI Insights card near the top. If there are any issues, you'll see them listed with severity indicators.

What gets flagged​

AI looks for things like:

  • Missing documents — Required documents that haven't been uploaded yet
  • Approaching deadlines — Milestones or contingency expirations coming up soon
  • Incomplete information — Missing contact details, unsigned documents, or blank fields
  • Compliance concerns — State-specific requirements that may not be met
  • Timeline conflicts — Dates that don't make sense (e.g., inspection deadline after closing date)

Taking action​

Each insight comes with one-click actions:

  • Approve — Acknowledge the issue and mark it as addressed
  • Dismiss — If it's not relevant to this particular deal
  • Take action — Jump directly to the part of the transaction that needs attention

AI Insights update as your transaction progresses. Once you resolve an issue (like uploading a missing document), the insight clears automatically.

Running a new analysis​

Insights can be refreshed anytime. Click the Run Analysis button on the AI Insights card to have AI re-evaluate the transaction based on its current state.