Doorbis™ ClosePilot™

Doorbis™ ClosePilot™ is an AI-powered real estate transaction coordination platform for brokers, agents, teams, builders, and transaction coordinators. It turns messy timelines, documents, and multi-channel communications into a single, coordinated “auto-TC” that keeps every deal on track.

🌐 Live product & demo: https://doorbis.com

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What ClosePilot Does

🧭 Unified Transaction Workspace

Each transaction has a single workspace with:

• Timeline view: milestones, contingencies, and key dates with stage-aware planning (lead → under contract → closing).
• Role-based task views: tasks grouped by buyer, seller, lender, escrow, builder, and TC roles.
• Calls & notes: lightweight call logging per transaction, including direction, outcome, timestamps, and notes.
• E-sign packets, documents, and “Docs & Compliance” views to keep paperwork and e-sign envelopes connected to the timeline.
• Builder-specific sections for new construction: options, change orders, walkthroughs, orientations, and key handoff milestones.

The workspace is implemented as a Streamlit page backed by FastAPI services and a multi-tenant PostgreSQL schema with strict row-level security.

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🤖 AI Briefings, Risk & Next Steps

ClosePilot uses OpenAI to act as an automated TC “brain”:

• Daily / on-demand AI briefings summarizing escrow health, risk factors, and recommended next steps.
• Stage-aware task & milestone planners that generate structured checklists per transaction stage.
• “Next steps” suggestions that propose new milestones, tasks, and outreach drafts based on current context (timeline, tasks, and recent comms).

These workflows are wired through a shared OpenAI client (OpenAIWorkflowClient) with strict JSON tool schemas for predictable outputs.

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📄 AI Document Intake & Contract Understanding

Upload a signed purchase agreement or new-build contract and ClosePilot will:

• Extract property details, transaction metadata, parties, and key dates.
• Generate a proposed timeline (timeline_milestones) directly from the contract text.
• Map extracted data into a structured payload for property, transaction, builder, community, parties, and timeline, ready to be saved.

This flows through the AI Document Intake page and FastAPI /docs/upload + AI orchestration endpoints.

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💬 Multi-Channel Messaging & Party Preferences

ClosePilot centralizes communication across:

• SMS, Email, WhatsApp, LINE, Messenger, Telegram, Voice, and Web/Party-Portal channels (configured via a shared channel enum and messaging APIs).
• Per-party communication preferences: enabled channels, quiet hours, language hints, and consent flags.
• A Party Directory UI showing contact info, enabled channels, and recent calls per contact.
• ClosePilot messaging pages for thread-level views and sending transactional updates from the browser.

Admin users can manage welcome messages, appointment proposals, and review-request templates from a dedicated ClosePilot Admin console.

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🧾 Intro Packets, Earnest Money, Weekly Status

Core TC workflows are first-class:

• All-party intro packets that email key dates, contract links, and role-appropriate intros to agents, clients, lender, title, escrow, and builder teams.
• Earnest money tracking: amount, due date, status, escrow holder, references, and notes, with UI and API for safe updates.
• Weekly status digests that summarize completed milestones and upcoming deadlines and send role-specific updates to selected parties.

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👥 Party-Facing Portals & Client Reviews

• Secure Party Portals per party/transaction with a timeline and messaging view, delivered via signed short links.
• Client review profiles and post-close review requests (Google, Zillow, Yelp, etc.) configurable from the Admin UI.

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Architecture Overview

Doorbis ClosePilot is built as a dual-stack app:

• FastAPI backend (api/):

  • Multi-tenant PostgreSQL with app.current_tenant GUC + RLS.
  • Rich TC schema: tenants, parties, transactions, tasks, communication packets, earnest money, doc checklists, calls, and more.

• Streamlit frontend (pages/):

  • Dashboard, transaction workspace, messaging, AI briefing, AI coaching, AI document intake, admin, analytics, party directory, and more.

Supporting utilities handle environment configuration, API base discovery (local vs. cloud), and browser-aware time zone conversion.

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Getting Started (Developers)

This org profile README is high-level. See the main ClosePilot application repository for full setup instructions.

Typical local workflow:

# API
DOORBIS_API_BASE=http://localhost:8000 \
API_SESSION_SECRET=dev-only-secret \
uvicorn api.main:app --reload

# Streamlit UI
DOORBIS_API_BASE=http://localhost:8000 \
streamlit run doorbis_home.py

Required environment values (representative):

• DOORBIS_DB_DSN – PostgreSQL connection.
• API_SESSION_SECRET / SESSION_JWT_SIGNING_KEY – session cryptography.
• DOORBIS_API_BASE – FastAPI base URL.

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Roadmap (Selected)

• Deeper DocuSign / e-sign wiring into timeline & closing package assembly.
• Expanded builder playbooks and new-construction workflows (options, delays, warranty handoff).
• Richer AI coaching & insights for TCs and team leads (per-tenant analytics + recommendations).
• Further integrations (Calendars, CRMs, phone systems, MLS/IDX).

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Company & Licensing

Doorbis.com is a service of RealAgentic AI LLC, a California LLC, and part of the Kossel Corp. family (Delaware corporation founded in 2022). Real Advantage Corporation — California DRE Licensed Real Estate Corporation • License ID 02054916.