Transaction OS
tos-proxy-staging.lehr007.workers.dev
STAGING
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πŸ“‹ Transaction Fields
🎯 Risk Breakdown
πŸ‘₯ Parties
βž• Add Party
⏰ Deadlines
βœ… Task Templates
🏠 MLS Lookup auto-fill property fields
✍️ Send for Signature via GHL email + PDF attachment
πŸ“„ Document Packets
πŸ“Ž Upload Document
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Attach Only: any file, saved + linked, no parse. Use for addenda, ID copies, inspections, anything non-contract.  Β·  Upload & Parse: contract PDF, runs OCR + extracts closing date / parties / contingencies into deal fields.
🏒 Condo Intel
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πŸ“§ Email documents in
Forward HOA replies or send documents to either address below. Attachments run through the same OCR/extraction pipeline as uploads; the email body is saved too.
Per-deal address (recommended β€” auto-files to this deal)
docs+pending@listinghq.co
Shared inbox β€” add "#pending" to the subject so it lands on this deal
docs@listinghq.co
πŸ“¨ Email activity
Recent inbound email events for this deal.
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πŸ“ž Outreach
No outreach yet. Click Start outreach to send intros to each party and queue persistent follow-ups (every 3–14 days, max 5 attempts each) for documents, applications, commitments, and the like.
πŸ“œ Change Log Timeline
πŸ€– Ask About This Deal AI assistant β€” answers questions about what's missing, what's at risk, what to do next ~$0.01 per question