DealTrail 3.0
  • 1. Introduction & Vision
    • 1.1 What is DealTrail?
    • 1.2 The Tech Stack
    • 1.3 The "Amy" Persona
    • 1.4 Problem / Solution
    • 1.5: Blueprint for Autonomous Transaction Coordination
  • 2. The Memory (Supabase)
    • 2.1 Why Supabase?
    • 2.2 Supabase Setup
    • 2.3 The Schema Blueprint
  • 3. Ingestion & Routing
    • 3.0 Architecture Overview
    • 3.1 AgentMail Configuration
    • 3.2 n8n - The "Central Brain" Router
    • 3.3 The Ambiguity Protocol
  • 4. Core Workflows (n8n)
    • 4.0 Architecture Overview
    • 4.1: Workflow A: New Deal Onboarding
    • 4.2 Workflow B: Drafting Documents
  • Transaction Knowledge
    • Opening Escrow
    • Seller Process
    • Buyer Process
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  1. Overview
  2. Transaction Knowledge

Transaction Knowledge

  • Opening Escrow

    The escrow comes in the real estate transaction process once the buyer and seller signs a purchase agreement. They are a neutral mediator that facilitates the real estate transaction to ensure the purchase closes smoothly and without issue. OPENING ESCROW ...

  • Seller Process

    PRE-LISTINGListing PresentationDuring the listing appointment, the listing agent may provide a demo of DealTrail as part of their listing presentation.If they decide to work with the agent during the listing appointment, the agent can easily register them ...

  • Buyer Process

    PRE-HOME SEARCHThe agent meets with the buyer to discuss needs and preferences related to their home search, as well as their budget. The agent would then create a DealTrail registration link by filling out the New Buyer form on DealTrail. The link will t ...

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