Contract-to-close transaction coordination
An agentic assistant designed to run the contract-to-close process — tracking every deadline, missing disclosure, and outstanding signature across live deals, and chasing the right party before a date slips — while a transaction coordinator keeps the judgment calls and the system escalates when it isn't sure.
An illustrative example of a system we can build — not a client engagement, and with no measured results.
The challenge
Transaction coordinators chase the same deadlines, disclosures, and signatures across dozens of live deals by hand, working from memory and a shared calendar. One missed inspection contingency or unsigned addendum can cost a closing — and the chasing never stops long enough to catch up.
How we'd build it
- We'd build an agent that reads each contract, extracts the deadlines and required documents, and builds the timeline for the deal
- We'd have it track what's outstanding across every live transaction and chase the right party — agent, lender, title, client — before a date slips
- We'd give it defined handoff points, so anything ambiguous or high-stakes escalates to a coordinator instead of being guessed
- We'd connect it to your transaction-management and document tools, with a full trace of every action it took on each deal
What it's designed to deliver
- Designed to carry the contract-to-close chase end to end, so deadlines and documents don't slip through the cracks
- Built to work every live deal at once rather than depending on which file a coordinator happened to open today
- Intended to escalate on low confidence — the agent handles the routine chasing, a coordinator keeps the judgment calls
- Handed over as agents and code on your infrastructure — a full audit trail per deal, owned by you, no per-seat lock-in
And like everything we build, you'd own it
What to expect
No. This is an illustrative example of a system Plenaura can build — not a delivered client engagement, and it carries no measured client results. We're a pre-launch studio building our first projects, and we won't present invented case studies as real.
Yes. Like everything we build, you own 100% of the code, models, and infrastructure, deployed under your control — no vendor lock-in and no platform fees.
It's scoped per project on a timeline agreed in writing before any work starts. A single focused capability ships faster than a fully connected system; we lock scope and timeline up front so there's no open-ended drift.
Want a system like this? Let's scope it.
Tell us the problem. We'll map the system and scope it with you — or give an honest no.