DealTrail 3.0
  • Introduction & Vision
    • What is DealTrail?
    • The "Amy" Persona
    • Problem / Solution
    • Blueprint for Autonomous Transaction Coordination
  • Transaction Knowledge
    • General Transaction Knowledge - Escrow
    • Written Seller Process
    • Written Buyer Process
  • Buyer-Side Coordination
    • Buyer Deal Timeline
    • Buyer Deal Workflows
    • Transaction Update Email Thread (Blueprint)
    • Workflow A: New Deal Onboarding
    • Workflow B: Drafting Documents
    • Document Architecture
  • Architecture
    • Architecture Overview
    • The Database
Powered by eniston
  1. Overview
  2. Transaction Knowledge

Transaction Knowledge

  • General Transaction Knowledge - 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 ...

  • Written 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 ...

  • Written 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 ...

© 2026 DealTrail 3.0