Every transaction has 100+ pages of answers. DocsFlow finds the right one.
Stop scrolling through disclosure packages to confirm one clause. Private AI search across listing agreements, disclosures, title reports, and closing files — with citations on every answer.
From $39/month · No credit card · Solo agents to 25-agent brokerages
Where brokerages lose time every deal
Every brokerage has the same three time sinks. Every brokerage has the same reason they can't just paste everything into ChatGPT.
Non-public client financial data
Buyers' pay stubs, W-2s, tax returns, and bank statements routinely flow through the transaction. Brokers are expected to protect this information under state real-estate law, RESPA, and general financial-privacy expectations. Consumer AI is not built for that standard.
Disclosure package sprawl
Seller disclosures, natural hazard reports, preliminary title, CC&Rs, HOA packets, the TRID packet — one transaction is easily 300 pages. A single client question can mean opening four PDFs and scrolling for ten minutes.
Supervision across agents
Brokers of record are responsible for supervising agents' transactions. Pulling an answer across 20 active deals — “did any of these have a buyer contingency waiver this week?” — is a manual spreadsheet exercise today.
Built for how brokerages actually work
Private AI search that understands transaction files — and cites every claim back to the source page.
Per-transaction workspace isolation
Each active transaction gets its own subdomain workspace on Business plan and up — isolated at the database level. One buyer's pay stubs cannot surface in a search across another buyer's file.
Every answer cites the exact page
Ask “what did the seller disclose about the roof?” and get back the answer plus the specific disclosure form, section, and page. If the answer isn't in the documents, DocsFlow refuses to guess.
Understands scanned disclosures
OCR extracts text from scanned PDFs including state-specific disclosure forms. Typed fields are clean; handwritten sections surface with a confidence indicator so you know when to verify against the original.
Cross-transaction broker queries
On Business plan and up, a broker-of-record can search across all active transactions to spot patterns — addendum inconsistencies, missed disclosures, expiring inspection contingencies — without reading 20 files end-to-end.
Your documents never train anyone's model
Contractually guaranteed. Client financial and transaction data is used only for your searches — never for model training, never for analytics, never shared with any LLM provider's training data.
Retention and deletion on your timeline
Keep transaction workspaces through your state's retention window (typically 3–7 years), then archive or hard-delete. Deletion propagates across documents, search index, and backups, with a confirmation log for your compliance file.
What brokerages actually use it for
“What did the seller disclose about the HVAC system, and when was it last serviced?”
Answer with the exact disclosure form cited and the service date pulled from the attached invoice. Under 10 seconds. Replaces scrolling a 60-page disclosure packet.
“List every contingency in this contract with its deadline.”
Ranked list of contingencies — inspection, loan, appraisal, sale-of-home — each with the contract section and deadline. Ready before the client asks.
“Which of this month's closings had an addendum signed after the offer?”
Cross-searches active transaction workspaces, flags the three files with post-offer addenda, cites the specific addendum on each. One-pass supervision check.
“What's outstanding on the 123 Main St file?”
Summary of missing signatures, pending disclosures, and expiring contingencies against the active transaction file. Replaces a manual spreadsheet.
Pricing that fits a brokerage
Solo agents start on Solo. Brokerages usually land on Team or Business — one workspace per active transaction.
Solo Professional
Solo agents, solo team leads
- You + 2 assistants
- Up to 200 documents
- 2,000 AI queries/month
- Source-cited answers
- Full tenant isolation
Team
Small brokerages (5–10 agents)
- Up to 10 seats
- Up to 750 documents
- 7,500 queries/month
- Role-based access (broker, agent, TC)
- Email support
Business
Brokerages with active transaction flow
- Up to 30 seats
- Up to 2,500 documents
- 25,000 queries/month
- 3 workspaces (per-transaction isolation)
- API access + custom branding
Trust and data posture
- Client financial data confidentiality Today
- Contractual guarantee that buyer and seller financial information is never used for AI training by DocsFlow or any downstream LLM provider. Database-level tenant isolation.
- At-rest and in-transit encryption Today
- AES-256 encryption at rest and TLS 1.3 in transit, plus an additional encryption layer unique to your workspace. Signed URLs for document access, expiring per request.
- Per-transaction workspace isolation Business plan and up
- Each active transaction gets its own subdomain workspace, isolated at the database level. Critical for brokerages handling multiple concurrent transactions.
- Retention and deletion controls Today
- You set the retention window per workspace to match your state's record-keeping rules. Hard delete propagates across documents, index, and backups, with a confirmation log.
- SSO / SAML (Okta, Azure AD) Add-on / Custom tier
- Available as a $149/mo add-on or included in the Enterprise and Custom tiers. Useful for multi-office brokerages with centralised IT.
Questions brokers ask
How is this different from Dotloop, SkySlope, or Transactly?
Those are transaction management platforms — they handle forms, signatures, deadlines, and compliance checklists. DocsFlow is an AI search layer across the documents those platforms hold. Many brokerages use DocsFlow alongside a transaction platform, not instead of one.
Can DocsFlow read state disclosure packages and TRID forms?
Yes. Seller disclosures, state-specific TDS / natural hazard / lead disclosures, the Loan Estimate, the Closing Disclosure, and the full TRID packet upload as PDFs and are indexed with form-field awareness. Asking about a specific box, line, or disclosure surfaces the exact page.
What about the non-public client financial information we handle?
Brokerages handle buyers' pay stubs, tax returns, bank statements, and credit-adjacent data under state real-estate laws and financial-privacy expectations. DocsFlow's tenant isolation, at-rest encryption, and contractual no-training guarantee are designed so that information never leaves your workspace and is never reused for AI training by any provider in the chain.
Can each transaction have its own isolated file space?
Yes — Business plan and up. Each active transaction gets its own subdomain workspace (e.g. 123-main-st.docsflow.app, oak-ave-closing.docsflow.app), isolated at the database level. Buyers' and sellers' financial documents from one transaction cannot be searched from another.
What happens after a transaction closes?
You keep the workspace for your record-retention period (varies by state — typically 3–7 years), then archive or delete. Deletion propagates across documents, search index, and backups, and you get a confirmation log for your compliance file.
Does this handle scanned seller disclosures with handwriting?
Yes. DocsFlow includes OCR for scanned PDFs. Typed form fields are extracted cleanly; handwriting recognition is best-effort and flagged — you'll see a lower-confidence indicator so you know when to verify against the original.
Further reading for brokerages
Practical guides on AI document search and why source citations matter when client financial data is involved.
The hidden cost of document chaos: $100K/year per team
Your team wastes 8+ hours per week searching for files. Here's the math on what that actually costs — and how to fix it without hiring more people.
Read the guide →Why AI document search needs citations
Most AI document tools answer confidently even when they're wrong. For a brokerage answering buyer questions, citations are the line between professional and a liability.
Read the guide →DocsFlow vs ChatGPT vs Notion AI for business documents
An honest comparison of the three most common AI approaches to business document search. Spoiler: they solve different problems.
Read the guide →Close the next deal with the disclosure at your fingertips
21 days, no credit card. Upload one real transaction. If it doesn't save you hours, don't pay.
Start free trialDocsFlow is a document intelligence platform. It is not a real estate brokerage, mortgage lender, title company, or law firm, and does not provide real-estate, financial, or legal advice. Its output is not a substitute for the independent judgment of a licensed real-estate professional, broker of record, or attorney. Licensees remain solely responsible for compliance with RESPA, the TILA-RESPA Integrated Disclosure rules, state real-estate licensing law, and applicable broker-supervision obligations.