
Logging deals from PDFs
~2 min read
Closr reads real estate documents the way an experienced TC would: every field, every date, every party. Drop a PDF and you'll get a structured deal card you can confirm and save in seconds. No re-typing, no copy-paste from PDF to form.
How to log a deal
- 1Open Brief (the chat tab).
- 2Drag the PDF into the chat area, or click the paperclip icon to pick a file.
- 3Wait ~15-30 seconds while Closr reads the doc: closing dates, parties, deposits, conditions, the whole schedule.
- 4Review the deal card that appears. Fields shown blank are ones the doc didn't contain (totally normal for listing agreements).
- 5Click 'Save to pipeline'. Contacts get matched (or created) automatically.
Multi-document deals
A real deal accretes documents over time: listing → APS → counter-offer → amendment → waiver. Closr merges them into one deal. Drop them in order. If a later doc disagrees with what's already saved, Cody asks you which version to keep.
Closr supports any real estate document type: OREA forms, US AMS templates, custom brokerage paperwork. Visual extraction means form fields and hand-filled blanks are read the same way.