AI agent for real estate brokers
Pending Deal Fall-Through Rescue Agent
Catch and fix deal risks early enough to protect closings
What it does
A broker has 12 deals under contract and each has a financing date, an inspection window, an appraisal and a title step. One missed signal and a deal collapses a week before closing. This agent watches every pending file daily. It reads the contract dates, the lender's updates, the repair requests and the title report, and looks for risk signals such as a late loan commitment, an unanswered repair request or a title exception. It scores each deal's risk and proposes a save plan, such as asking for an extension, calling the lender or offering a credit. It checks again after each action. The broker approves any amendment or message to the other side. Edge case: an appraisal comes in low. The agent models three options with their cost.
How it works
Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.
Read the steps as a list
- Daily scan starts
- Read each pending file for dates, status and recent messages
- Score each deal's risk from deadlines and open items
- Is any deal above the risk threshold?If not: If none, report the status and rescan tomorrow. Back to step 3.
- Diagnose the main risk: financing, inspection, appraisal or title
- Propose a save plan with options and costs
- Broker approves any amendment or message to the other sideThe agent waits here for your OK.
- Send the approved messages and log the action
- Recheck the file after the response
- Did the risk score drop below the threshold?If not: Propose the next option and flag the deal to the broker. Back to step 5.
- Updated deal risk list and actions log
How it decides
It scores risk by missed or near deadlines, unresolved items and the number of days to closing. It ranks deals and picks the fix with the highest chance at the lowest cost.
- A loan commitment due in under 5 days and not received is high risk
- An unanswered repair request after 48 hours is flagged
- A low appraisal triggers three options: gap pay, price change or terminate
- A title exception goes to the broker the same day
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Risk threshold for alerts
- Scan time
- Which deadlines to track
- Tone of messages
- Number of days before closing to escalate
What keeps you in control
It always asks you first
- Broker approves every amendment, extension request and message to the other side
Hard limits
- Never sends a message or amendment without approval
- Does not give legal or financial advice
It stops when
- Done: deal closes or the broker closes the file
- Stop: buyer or seller withdraws, hand to the broker
Set it up
We guide you through the set-up, step by step
Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.
- One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
- The agent then walks you through connecting your own data, one source at a time
- A downloadable copy with the flow chart, the rules and the full guide
