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AI Data Extraction

Already have documents uploaded to a transaction? You can run AI extraction on them to automatically populate transaction fields — dates, names, amounts, and more.

This is different from the "Upload & Extract" flow you use when creating a new transaction. This feature works on existing transactions where you want AI to read through documents and fill in missing data.

How to use it​

  1. Open a transaction and go to the Documents tab
  2. Click the AI Data Extraction button
  3. AI reads through your uploaded documents
  4. Review the extracted data — AI shows what it found and which fields it wants to update
  5. Approve the changes you want to keep

What it extracts​

AI looks through all your uploaded documents and pulls out:

  • Buyer and seller names
  • Property details
  • Financial terms (price, earnest money, loan amount)
  • Key dates (contract, closing, inspection, financing deadlines)
  • Contingency periods
  • Agent and lender information

If a field is already filled in, AI will show you its suggested value alongside the current one — you decide whether to update it.

When to use this​

  • You added documents after creating the transaction — New documents might contain details that weren't in the original contract
  • You created the transaction manually — Run extraction to auto-fill fields instead of typing them in
  • An amendment changed key terms — Upload the amendment and re-run extraction to catch updated dates or prices