How it works
From offer to keys,
in four moves.
We replaced thirty emails, six PDF attachments, and a panicked Friday phone call with a workspace that knows what step you're on and what's overdue. No new behaviors required.
How it works
Three steps in. Then it runs itself.
No migration weekend. No training deck. Open a deal and the workspace fills itself in.
- 01
Start with an address
Pinnacle pulls listing data, comps, and the right contract template for your state — before you type a thing.
- 02
Bring in your people
Lender, attorney, client. Everyone lands in one room with the right permissions already set.
- 03
Let the work move itself
Milestones advance, reminders go out, and your client always knows exactly what happens next.
A closer look
What actually happens
inside the workspace.
The four moves above are the headlines. Here's a deeper look at what each one means in practice — and why it doesn't add a new app to your stack.
Drop in the address.
Type the property address. Pinnacle pulls comps, public records, and the right contract template for your state. The deal is initialized in 30 seconds — no copying files between Dropbox and Drive.
Contracts that read themselves.
Upload the loan estimate, the inspection report, the title commitment. AI extracts the key terms, flags anything unusual, and creates a plain-English summary anyone on the deal can understand.
Invite the whole room.
Add the buyer, seller, lender, attorney, inspector, and title. Each person gets a role-based view — your client sees their journey, your lender sees their docs, your attorney sees the legal track.
One thread, every party.
Conversations live with the deal, not in a separate email account. No "who got the reply?" Every message is searchable, attributed, and stays with the transaction forever.
The boring parts, automated.
State-specific disclosures appear when they need to. Deadlines remind themselves. Wire-fraud heuristics flag suspicious account changes. The compliance work happens quietly in the background.
A pipeline you can actually trust.
See every deal you have at a glance — which is closing, which is stuck, which is bleeding days. AI surfaces the one task most likely to unblock your stalled deal today.
Get started
Your next closing
starts a lot calmer.
Free for buyers and sellers, free to join as a professional. No credit card, no migration weekend.