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AI agent for real estate brokers

Pre-Listing Condition and Disclosure Readiness Agent

Produce a complete, consistent disclosure package before the listing goes live

ComplianceAdministrationQuality controlSalesReal estate and construction
See how it worksGet access
Pre-Listing Condition and Disclosure Readiness Agent: what goes in, what the agent does and what you get

What it does

A seller signs the listing agreement, the home goes live and a buyer's inspector finds an unpermitted basement or a repair nobody disclosed. The deal slows or dies. This agent prepares the disclosure before launch. When the agreement is signed, it reads the seller's answers, permit records, past inspection reports and repair receipts, then builds a disclosure draft and flags contradictions, such as a finished basement with no permit. It asks the seller targeted follow-up questions, rechecks the draft after each answer and keeps a list of open items. The broker approves the disclosure package before it goes to the seller to sign. Edge case: the seller does not know the roof age. The agent finds it in permit records and asks the seller to confirm.

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.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Listing agreement signed 2 USES A TOOL Collect seller answers, permit records andinspection reports 3 DOES Fill the disclosure form draft from the records 4 DOES Compare seller statements with permits and reports 5 CHECKS THE RESULT Do the seller's answers and the records agree? If not: List each contradiction and ask the seller atargeted question. Back to step 3. 6 USES A TOOL Send follow-up questions and collect answers 7 DOES Update the draft and open-items list after eachanswer 8 CHECKS THE RESULT Are all required form fields complete andconsistent? If not: Ask for missing items and recheck the draft.Back to step 4. 9 YOU APPROVE Broker approves the disclosure package for theseller to sign 10 RESULT Signed-ready disclosure package and repair gap list
Read the steps as a list
  1. Listing agreement signed
  2. Collect seller answers, permit records and inspection reports
  3. Fill the disclosure form draft from the records
  4. Compare seller statements with permits and reports
  5. Do the seller's answers and the records agree?If not: List each contradiction and ask the seller a targeted question. Back to step 3.
  6. Send follow-up questions and collect answers
  7. Update the draft and open-items list after each answer
  8. Are all required form fields complete and consistent?If not: Ask for missing items and recheck the draft. Back to step 4.
  9. Broker approves the disclosure package for the seller to signThe agent waits here for your OK.
  10. Signed-ready disclosure package and repair gap list

How it decides

It compares what the seller says with records. Any conflict becomes a question. A disclosure item is final only when the seller and the records agree or the conflict is explained.

  • An unpermitted improvement is always listed for the broker
  • A repair mentioned in a report with no receipt is an open item
  • Answers of unknown are checked against records first
  • All required form fields must be complete before approval

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • State disclosure form
  • Records sources to check
  • Follow-up question style
  • Number of days before listing to start
  • Who else receives the open-items list

What keeps you in control

It always asks you first

  • Broker approves the disclosure package before the seller signs

Hard limits

  • Does not give legal advice
  • Never submits or signs the disclosure itself

It stops when

  • Done: package complete and ready for signature
  • Stop: serious defect found, hand to the broker for advice

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.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • 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
Get access to this agent

An example run

What happensThe agent reads a seller's form that says no additions, but permit records show a 2019 basement finish with no final inspection. It asks the seller, who confirms the work was done by a contractor. It drafts an item for disclosure and lists a permit closeout as a repair gap. The roof age is found as 2012. The broker approves the package.

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