A power comboSource-backedVerified 2026-04-20
Real Estate Agent / Draft purchase agreements, leases, and disclosure documents
Integrate SkySlope or dotloop with Claude to produce transaction-coordinator-ready packets
Connect SkySlope Forms (or dotloop with its AI checklist) to a Claude workflow: once the buyer/seller intake is saved, Claude generates the transaction-coordinator packet (key dates, contingencies, disclosure triggers, outstanding tasks), a draft client-facing summary email, and a compliance checklist tied to the state-approved forms. The agent reviews, the TC or managing broker verifies contract terms, and the signed forms flow back into the compliance audit trail.
Best for
Coordination
SkySlope ≈$10–20/agent/mo · Claude Pro $20/mo
Setup
1 hrs
One-time setup estimate
Workflow
- 1Collect the source material for "Draft purchase agreements, leases, and disclosure documents" before opening the tool.
- 2Run the starter prompt in SkySlope + Claude.ai and paste in the real context.
- 3Review the output for accuracy, tone, names, numbers, and policy-sensitive details.
- 4Save the improved prompt or checklist so the next run takes less time.
Inputs you need
- - Real Estate Agent
- - Draft purchase agreements, leases, and disclosure documents
- - Examples, notes, files, or customer context for this task
- - Your preferred tone, constraints, and final format
Expected output
- - Integrate SkySlope or dotloop with Claude to produce transaction-coordinator-ready packets
- - A usable draft or workflow for draft purchase agreements, leases, and disclosure documents
- - A repeatable prompt you can improve after each run
Ready-to-copy asset
Starter prompt
Here is the transaction intake [PASTE]. Produce: 1) a TC-ready packet with critical dates (inspection, appraisal, financing, closing) and rider list, 2) a client-facing plain-English summary email, 3) a compliance checklist referencing the state-approved form names for [state]. Flag anything that needs attorney review or deviates from standard practice.
Caveats
- - Do a human review before sending, publishing, filing, or making a decision.
- - Verify numbers, names, claims, citations, and compliance-sensitive details.
- - AI drafts. You decide. Final responsibility is yours.
Measurable value
40 min saved per run
Before: 55 min. After: 15 min.