Transaction Coordination
Transaction coordination that reads the file.
From contract to close, Terriv tracks the documents, dates, and obligations inside every transaction and cites where each one came from.
What it does on every file
Terriv reads the documents in the file and works from what they actually say. Core capabilities are stated plainly. Capabilities that depend on outside systems are marked Planned.
| Capability | What it does |
|---|---|
| Transaction timelines | Every file gets a timeline built from its own contract dates, from executed offer to closing. |
| Contract and document intelligence | Terriv reads purchase agreements, addenda, and disclosures, and extracts the dates, parties, and obligations inside them. |
| Deadline monitoring | Contract deadlines are tracked continuously, and approaching dates surface before they pass. |
| Missing document detection | Each file is checked against what the transaction requires, and gaps are listed by name. |
| Task generation Planned | Designed to turn extracted obligations into assigned tasks in the systems the brokerage authorizes. |
| Agent reminders Planned | Designed to remind agents about approaching deadlines through brokerage-configured channels. |
| Broker visibility | Brokers see the status, flags, and outstanding items of every transaction in the office in one view. |
| Client communication support Planned | Designed to draft client status updates that go out only after a person at the brokerage approves them. |
| Transaction summaries | Any file can be summarized on demand: where it stands, what is complete, and what is outstanding. |
| Risk and exception detection | Unusual terms, conflicting dates, and unmet contingencies are flagged for review. |
| Closing readiness | Before closing, the file is checked end to end and anything unresolved is listed. |
Rows marked Planned depend on brokerage-authorized integrations and outbound channels. They are not presented as live.
Inside a transaction file
One sample file, opened: header facts, the timeline, open flags, and one extracted item traced back to the page it came from.
Timeline
- Inspection complete Completed Aug 21
- Mortgage commitment due Due Sep 4
- Title documents received Received Aug 27
- Seller disclosure signed Signed Aug 25
- Final walkthrough upcoming Scheduled Sep 17
Needs Attention
- Mortgage commitment deadline approaching. Lender letter is not in the file yet. Due Sep 4
- Missing buyer initials on addendum. One initial block is unsigned. Missing
- Inspection response awaiting confirmation. Sent Aug 24, no reply recorded. Waiting
Cited to its source
Product preview with sample data. Names, properties, and parties are fictional.
Extracted dates and obligations are drafts until a person at the brokerage confirms them. Terriv shows the document, section, and page behind each item so your team can confirm it in place. Nothing unconfirmed drives a client communication.
See it on a full file
Request a demo. We will walk a sample transaction from contract to close.