For agents
Forward the contract.That's the whole setup.
Email the paperwork and Theo, Ratifyly's AI coordinator, reads it, builds the deal, and puts every date on one live timeline your client can see. He nudges you before deadlines and keeps the file audit-ready for your broker. A human approves what counts. Ratifyly is your system of record, on every deal.
Jordan Rivera
to theo@in.ratifyly.com
Fwd: Ratified contract, 48 Harborview
Theo from Ratifyly
9:16 AMDeal built for 48 Harborview Drive. Inspection ends Aug 8, loan approval due Aug 1, closing Aug 12. I'll remind you before each one.
✓ 9 documents filed · deadlines tracked · clients ready to invite
Three weeks later, by email
Heads up: the loan approval deadline on 48 Harborview is tomorrow. Your lender says conditions are in. Nothing needed from you yet.
Cleared this morning ✓
Closing week
Final walkthrough is tomorrow at 10, closing Thursday. Every document is in; nothing left on your list.
48 Harborview closed. The file is complete and retained, audit-ready.
Theo
Today 6:18 PM
Jordan Rivera
to theo@in.ratifyly.com
Fwd: Ratified contract, 48 Harborview
Theo from Ratifyly
9:16 AMDeal built for 48 Harborview Drive. Inspection ends Aug 8, loan approval due Aug 1, closing Aug 12. I'll remind you before each one.
✓ 9 documents filed · deadlines tracked · clients ready to invite
Three weeks later, by email
Heads up: the loan approval deadline on 48 Harborview is tomorrow. Your lender says conditions are in. Nothing needed from you yet.
Cleared this morning ✓
Closing week
Final walkthrough is tomorrow at 10, closing Thursday. Every document is in; nothing left on your list.
48 Harborview closed. The file is complete and retained, audit-ready.
Email-first
You never have to log in
Ratifyly works like an assistant, not an app. Forward the contract, the amendment, the inspection report. Theo reads them, files them into the right deal, and comes back to you with what's due and what's next. Reply to him like you'd reply to your assistant. He works the same way from your texts. Texting gets switched on with your brokerage, not by default.
- Email the paperwork in; the deal, dates, and deadlines build themselves
- When your lender connects a status feed, their milestones land on your timeline (closing-office feeds coming soon)
- Deadline reminders and action items arrive by email or text, your choice
- The portal is always there; the inbox is always enough
Works on your phone today. Native iPhone and Android apps are coming soon.
AI coordinator
Theo runs the file.You run the relationship.
Theo is Ratifyly's assistant on every one of your deals, and he is not a background process. He reads the paperwork the moment it lands, answers from your own live deals when you ask, and does the routine work himself: booking what needs booking, confirming what needs confirming, chasing the paperwork that has not come back. What costs money, binds you, or goes to the other side stops at your tap. Everything else, he handles.
- He acts, he does not just notice
- Schedules what needs scheduling, confirms what needs confirming, chases what has not come back. Routine work goes out on his own. Anything binding waits for you.
- He answers out of your own deals
- Ask what is outstanding on Maple, when the inspection window closes, whether the receipt landed. The answer comes from your live files, never from a guess.
- He knows how you work
- He remembers what you have told him, so nothing starts from a blank page. Open “What I remember about you” to read every word of it, and delete any of it.
- He never lets a date pass quietly
- Every deadline read from the contract, every reminder sent before it slips, and one amendment re-flows the whole chain behind it.
What you ask him is yours. Your thread is fenced to you, and it is not summarized into anyone's dashboard or used to brief anyone before a meeting. Your broker sees the deal file, which is what oversight runs on.
Theo
Today 8:47 AM
Text him like you'd text your assistant. See how texting with Theo works
This is AI the way it's supposed to work: handling the busywork so you can do the parts only a real agent can. Theo gives you back the hours the paperwork used to take. For the straight version of what an AI transaction coordinator can and can't do, we wrote it down. Everything Theo does, hat by hat, and the short list of what he will not do, is on his own page.
Deal cockpit
Every deadline, across all three lanes
Each deal gets one cockpit: your contract deadlines with traffic-light urgency, and live trackers for the contract, the lender, and the closing office. Connect your lender's status feed and their milestones land on your timeline, no status calls (closing-office feeds coming soon). And when an amendment moves the closing date, everything downstream moves with it, automatically.
- Contingency deadlines with overdue and due-soon flags
- Lender milestones fill in from a connected feed, no chasing status, no data entry
- Dates read from the paperwork, not typed by you
Your deadlines
1 needs you now; don't let a contingency lapse.
Needs you now
Coming up
Done
Contract status
Lender status
Fairview Mortgage
Closing office status
Cornerstone Title & Escrow
Full picture
Everything you're running, one tap away
When you want the full picture, it's right there: every active deal, your volume, and a drop bar to add paperwork to any of them without leaving the page. And every client on every deal gets their own live portal, so you walk into your next listing with something no other agent can show.
- Your active deals and volume at a glance, no spreadsheet
- Drop paperwork onto any deal and Theo files it into the right place
- A live client portal on every deal, the thing you demo in a listing pitch
Welcome back, Jordan
Good morning
3 items need you today. Everything else is tracking itself.
Needs you today
Next 30 days
By invitation only
You're early, and that's the point.
Ratifyly is onboarding a first wave of agents and building alongside them, refining it around real deals before we open the doors wide. Come in now and you help decide what it becomes.
- You shape it
- You're early enough that your feedback moves the roadmap. You get a direct line to the team.
- Keep your tools
- Whatever produces your PDFs (your forms library, your e-signature), Ratifyly just reads them.
- Nothing to learn
- It runs from your inbox. The app and portal are there when you want them, never required.
- Your deals stay yours
- Every deal and client you build is yours to keep; your data is never sold or shared.
Questions, answered
All FAQsHow is this different from a human TC or a tool like ListedKit?
Like an AI TC, you forward the contract and the deal builds itself, with deadlines read from the paperwork and reminders by email, and by text once your brokerage switches texting on. What’s different is the scope: Ratifyly tracks all three lanes (contract, loan, and closing), can pull your lender’s status onto the same timeline, and gives every client a live portal of their own, beyond the agent’s task list. And because it was built inside a brokerage, the same engine backs broker compliance, so your file comes out audit-ready. And if you already work with a human TC, Ratifyly gives them more capacity: more files per coordinator, not fewer coordinators.
Do I have to learn new software or change how I work?
No. Ratifyly works like an assistant, not an app. Forward the contract, the amendment, the inspection report the same way you’d send them to a TC, and reply to Ratifyly like you’d reply to your assistant. The cockpit is there when you want the full picture, but the inbox is enough. You never have to log in to keep a deal moving.
What does getting started actually look like?
Request early access on the Get early access page. Once you’re in, forward your next contract and it comes back as a built, tracked deal: deadlines on, reminders set, client portal ready. There are no setup calls and no templates to build before you can use it.
Do I have to switch my CRM, e-signature, or forms?
No. Ratifyly doesn’t replace your CRM or your e-signature tool; it handles the transaction-coordination and deadline side. Whatever produced the PDF, Ratifyly reads it, so it slots in alongside the tools you already use rather than asking you to move off them.
What if my brokerage doesn’t use Ratifyly? Can I still use it?
Yes. When there’s no brokerage connected, Ratifyly acts as your own AI transaction coordinator: it builds the deal, tracks every deadline, sends the reminders, and gives your clients the portal. If your brokerage later comes on for compliance, the same deals feed that side too.
What do my clients see, and does it make me look good?
You invite your buyer or seller and they get their own portal: every front of the transaction at once, the contract and inspection, the loan, the title work, and closing day, each with its own count of what’s done and, where there is one, the name of the company holding it. It updates the moment the paperwork changes. They stop texting you “any updates?” because they can watch it move, and you can see when they’ve looked. It’s something no other agent at the table can show.
Your next deal builds itself
Forward your next contract and it comes back as a deal, deadlines tracked, reminders on. Ratifyly is onboarding its first wave of agents by invitation. No setup calls, no templates to build.