Document automation that matches how files actually arrive
Email threads, portal dumps, and photo scans — turned into a clean checklist per deal.
The hard part is not storing PDFs. It is knowing which version is current, what is still missing, and who needs another nudge. Reddy treats document flow as a first-class pipeline, not an afterthought folder.
Tied to deal volume
Light document routing for a solo agent with a handful of files per month costs less than high-volume teams forwarding dozens of items weekly. Expect founding pricing to scale with how many active deals and languages we support for you.
We will confirm tier after reviewing average monthly documents and parties involved.
What improves first
- Missing-item visibility
A single view of what the lender, title, HOA, or counterparty still owes — updated as items land.
- Consistent naming and placement
Less time hunting for "final_final_v3" across inboxes.
- Automatic follow-up drafts
Polite chases you can send in one tap after review.
If paperwork is where deals stall, get on the list and we will prioritize your intake pattern in onboarding.
Document automation — common questions
File types, who sends follow-ups, and how sensitive instructions are handled.
Which file types and sources do you support?
Most agents send PDFs, scans, and mobile photos from email or messaging. If a portal gives you a download link, forward it the same way you would to an assistant — we map it to the correct deal during onboarding.
Who sends the follow-up — Reddy or me?
The system drafts polite chases and status notes. You approve outbound messages to clients and vendors before they send, so your voice and compliance standards stay intact.
How do you handle wire-fraud warnings and sensitive instructions?
We treat funding and wire instructions as high-risk content. Expect explicit review steps and broker-aligned language — never auto-sending account numbers without your sign-off.
Does this replace my transaction management platform?
It can reduce how much you live inside a TM tool, but many brokers still require a system of record. Reddy focuses on execution and follow-through; we align with whatever your office mandates for storage.
Can Reddy help me with the paperwork side of my deals?
That is exactly what it is built for. Reddy tracks every document across your active deals — contracts, disclosures, inspection reports, lender letters — and tells you what is missing, what is expiring, and what needs a signature. It auto-organizes files as they come in, flags incomplete submissions, and follows up with the right parties so you do not have to chase paperwork manually. Agents who spend hours a week on document admin get that time back.
Related capabilities
Reddy is an assistant service, not a licensed attorney. Always verify legal matters with a qualified professional.