Real Estate – Luxury Brokerage (Coastal Markets): Transaction Orchestration AI

Industry: residential luxury. Size: 140 agents, 4 offices. Complexity: cash deals, 1031, international buyers. Systems: Salesforce, transaction rooms.

Email silos, manual checklist tracking, no single timeline truth. Bottlenecks at doc collection and title. Revenue risk when deals stalled silently.

Canonical transaction object; AI reads contracts and amendments; milestone engine; comms agents with brand voice; dashboard for leadership.

1. Trigger: executed contract upload.
2. AI extracts dates, contingencies.
3. Milestone graph built.
4. Reminders to agents, clients, title.
5. Escalations on SLA breach.
6. Coordinators handle exceptions only.
7. Closed deal analytics improve predictions.

Contract Parse Agent, Milestone Agent, Client Comms Agent, Title Liaison Agent, Risk Alert Agent.

Node services, Postgres, encrypted doc store, LLM with schema outputs, OAuth to email/calendar.

Salesforce, Dotloop, Twilio, Gmail, PostgreSQL, OpenAI, calendar graph

Missed contingency deadlines −88%; coordinator touches per file −52%; agent NPS +11; time-to-close variance −19%.

Build: 7 weeks. Deploy: 2 weeks training. Optimization: 8 weeks milestone tuning.