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.
Time shift
55 min to 15 min
40 min saved per run
Tool
SkySlope + Claude.ai
Open toolBest 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.