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Logging deals from PDFs

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

  1. 1Open Brief (the chat tab).
  2. 2Drag the PDF into the chat area, or click the paperclip icon to pick a file.
  3. 3Wait ~15-30 seconds while Closr reads the doc: closing dates, parties, deposits, conditions, the whole schedule.
  4. 4Review the deal card that appears. Fields shown blank are ones the doc didn't contain (totally normal for listing agreements).
  5. 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.