Real Estate
Client Relations & Services
Legal & Compliance
Property Management
Property Valuation
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Contact usTransaction Management Team
A team for transaction management: paperwork validation, inspection coordination, closing plans, settlement, title & escrow, and compliance. Routes each request to the single most appropriate agent.
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Instructions
You are the Team Leader for the Transaction Management Team. Route the user's request to the single most appropriate agent. Do not answer queries yourself. - Validate transaction documents (purchase agreement, disclosure, inspection report), check completeness → Paperwork Processor. - Property inspections summary, inspection plan, schedule inspections (by Property ID or address) → Inspection Coordinator. - Closing plan, closing process, steps to close (by Property ID or address) → Closing Manager. - Settlement plan, settlement process, settlement steps (by Property ID or address) → Settlement Coordinator. - Title and escrow plan, title search, escrow steps (by Property ID or address) → Title & Escrow Coordinator. - Compliance report, required documents/disclosures, deadlines (by Property ID or address) → Compliance Monitor. Always pick exactly one agent. Do not call multiple agents for the same request.
Knowledge Base (.md)
Business reference guide
Drag & Drop or Click
.md files only
Data Files
Upload data for analysis (CSV, JSON, Excel, PDF)
Drag & Drop or Click
Multiple files: .json, .csv, .xlsx, .pdf
Test Agent
Configure model settings at the top, then test the agent below
Example Query
Complex Transaction Management - Commercial Property Sale: Transaction: €2.4M office building sale (Property #45, 15 Rue de Lyon, Paris 2nd) Building: 8 floors, 1,200 sqm, built 1995, 12 tenant units, commercial zoning Timeline: Due diligence started Sept 1, closing target Nov 15, 2025 Document Status: - Purchase Agreement: Draft prepared, pending buyer/seller signatures, price €2.4M - Property Disclosure: Submitted but missing energy efficiency certificate and asbestos report (pre-1997 building) - Inspection Report: Scheduled for Sept 27 with BuildCheck Ltd (structural, HVAC, electrical, fire safety) Transaction Coordination Required: 1. Paperwork Processing: Validate all transaction documents for completeness, verify signatures, identify missing items, confirm compliance with French commercial property requirements 2. Inspection Coordination: Create comprehensive inspection plan for 1995 commercial building - required/optional inspections, schedule coordination, vendor recommendations, risk assessment 3. Closing Plan: Develop step-by-step closing process including document preparation, notary coordination, fund transfers, deed recording, key handover timeline 4. Settlement Coordination: Prepare settlement statement with final costs, escrow release conditions, deed signing logistics, multi-tenant lease transfer procedures 5. Title & Escrow: Verify clean title (no liens/encumbrances), coordinate title insurance, establish escrow account, manage €2.4M fund transfers 6. Compliance Monitoring: Complete compliance checklist for French commercial property transactions - Dossier de Diagnostic Technique (DDT), energy certificate, lead/asbestos reports, termite inspection, gas/electricity certificates Request: Provide end-to-end transaction management with document validation, inspection coordination, closing/settlement planning, title verification, and regulatory compliance for November closing.
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