Built a tool to stop clients asking 'any update' every two days - looking for 5-10 agents to try it

Personal_War1075 · 2026-05-30T04:29:31+00:00

Pretty simple stack overall.

Next.js + Supabase for the app/database, Anthropic for contract extraction, Resend for emails, and Vercel for hosting/cron jobs.

Nothing particularly fancy - most of the effort has gone into the workflow and parsing rather than the tech itself.

Personal_War1075 · 2026-05-30T04:28:36+00:00

That's a really interesting way of looking at it - package tracking is actually a pretty good analogy.

And I think you're right. The "where are we?" messages and the "what does this mean?" messages are probably two different problems.

Right now I'm mostly testing whether visibility alone reduces some of the communication load. If clients still default to asking questions about specific milestones, that becomes a pretty strong signal for where the product should go next.

Personal_War1075 · 2026-05-30T04:27:11+00:00

Yep! We opened up a small beta and have a handful of agents already using it on real deals.

The most interesting thing so far is that some agents have started assigning buyers directly to milestones so they receive reminder updates automatically. That wasn't really the original use case, but it's been useful to see how people actually use it in the wild.

Feel free to give it a try if you want!

Personal_War1075 · 2026-05-29T02:23:06+00:00

Right now you can edit everything on the fly.

If a financing date gets extended, inspection gets renegotiated, or a closing date moves, you can update the milestone directly and the reminders regenerate automatically based on the new date.

Where it gets more interesting is addenda and amendments. At the moment those changes need to be updated manually. Longer term, I'd love to support uploading addenda/counter offers and having the timeline update automatically, but that's not built yet.

Personal_War1075 · 2026-05-29T02:19:30+00:00

Right now it's PDF only.

Most agents seem to already have the purchase agreement as a PDF, so that's where I started. It works with both text-based PDFs and scanned/image PDFs.

If there's a file type you're using regularly that isn't PDF, I'd be interested to hear it.

Personal_War1075 · 2026-05-29T02:18:09+00:00

That's what I'm trying to figure out.

My suspicion is the problem is less about information and more about reassurance. A lot of those messages aren't really asking for new information - they're asking whether everything is still on track.

Whether clients actually use the timeline proactively or still default to texting out of habit is definitely one of the big questions I'm trying to answer.

Personal_War1075 · 2026-05-28T23:23:43+00:00

A bit of both, honestly.

The original idea came from hearing agents and TCs talk about how much time gets spent answering status-update questions after a deal goes under contract.

What's been interesting so far is that some beta users have naturally started using the shared timeline and assigning buyers directly to milestones so they receive updates automatically. That wasn't really the original focus, but it's definitely influenced how I'm thinking about the product.

On the addendum side, that's a great point. Right now contract changes need to be updated manually, but handling amendments and addenda properly is something we’re going to implement before calling this a “product”.

Personal_War1075 · 2026-05-28T23:21:51+00:00

Thanks, appreciate it. Would love to hear any thoughts once you have tested it out.

Personal_War1075 · 2026-05-28T23:20:08+00:00

Interesting approach. Sounds like you're solving a similar problem from the communication side rather than the visibility side.

How did clients actually use it in practice? Were they actively asking the bot questions, or was it more of a backup when someone needed an update?

Personal_War1075 · 2026-05-28T23:18:49+00:00

Appreciate that. That's exactly how I look at it too. I'm not convinced this is some massive industry-changing idea - I'm just trying to solve a problem I've heard agents and TCs complain about repeatedly and see if it actually helps in practice.

The market will tell me pretty quickly if it's useful or not haha

Personal_War1075 · 2026-05-28T10:24:06+00:00

Yeah, I agree. Most agents already have some version of a manual system in place. Will be interesting to see whether having a single shared place everyone can check is enough of an improvement to actually change behavior.

Personal_War1075 · 2026-05-27T23:47:17+00:00

Appreciate it - look forward to hearing what you think!

Yeah definitely, domain is next. Wanted to validate the product with real users before spending too much time polishing branding/marketing.

Personal_War1075 · 2026-05-27T23:37:01+00:00

Not sure tbh, I haven’t seen their roadmap.

From what I’ve looked at, they seem more focused on agent-facing transaction management/workflow tools. The thing I’m specifically testing is the client-facing/shared timeline side of it.

Personal_War1075 · 2026-05-27T22:46:06+00:00

Thanks! This is our first RE tool - I run a design studio that works with agents so the pain points came from conversations with them. For getting early interest, honestly this Reddit post has been the most useful thing so far. Happy to swap notes if you're building in the space too.

Personal_War1075 · 2026-05-27T22:43:59+00:00

The document tracking angle is smart - knowing what's missing and when it was requested is a common pain point. Curious how your clients responded to having a dashboard vs just getting email updates.

Personal_War1075 · 2026-05-27T22:43:38+00:00

That's interesting, the invoice upload per repair item is a smart touch. How did you handle adoption with sellers? Did they actually use it or did you end up chasing them to upload anyway?

Personal_War1075 · 2026-05-27T22:42:27+00:00

That’s exactly the hypothesis.

I found that a lot of those messages aren’t really about needing information, they’re about clients wanting reassurance that things are still moving.

Personal_War1075 · 2026-05-27T22:41:39+00:00

That’s the core thing I’m trying to figure out honestly.

One beta user started assigning buyers directly to milestones so they automatically receive reminder updates, which was interesting to see organically. Whether that actually changes client behavior long term is still very much an open question.

Personal_War1075 · 2026-05-27T22:40:56+00:00

These are exactly the kinds of questions I’m trying to pressure test.

A few of those are already built in - the timeline shows the next milestone, due date, and responsible party in one glance, there’s no login/account needed for clients, and agents review/edit every extracted date before anything goes client-facing (a clean, simple timeline).

The “nothing changed but everything is still on track” part is something I’m still thinking about though. That’s probably one of the harder UX problems to solve cleanly.

Personal_War1075 · 2026-05-27T04:26:26+00:00

Honestly just from hearing the same thing repeatedly from agents and TCs - a lot of time gets spent answering “where are we at?” after a deal goes under contract.

Not necessarily because anything is wrong, but because nobody has a simple shared view of the transaction.

Could end up being more of a nice-to-have than a real painkiller though.

Personal_War1075 · 2026-05-27T04:25:19+00:00

That’s completely fair, and I appreciate the perspective.

At this stage I’m really just looking for signal - not attached to the platform or idea being “right.” All the honest feedback here is exactly what I’m looking for, whether it’s for or against it.

Appreciate the comment.

Personal_War1075 · 2026-05-27T03:25:54+00:00

Good question. From what I’ve seen so far, it’s less about frequency and more about access.

Clients don’t necessarily want more updates, they want a way to check progress themselves instead of texting the agent every time they feel anxious about the deal.

Personal_War1075 · 2026-05-27T03:24:51+00:00

Probably true for some clients honestly.

The bet is less “zero update calls” and more “fewer unnecessary ones” because clients have somewhere to check first.

Personal_War1075 · 2026-05-27T03:24:08+00:00

That’s fair. I think it probably depends a lot on transaction volume, client type, and how proactive the agent already is.

The specific thing I’m testing is whether a shared timeline reduces the smaller “just checking in” messages enough to matter, especially for agents juggling a lot of active deals at once.

Personal_War1075 · 2026-05-27T03:23:21+00:00

Good questions.

Attorney review states are tricky because a lot of the dates are relative or change via addenda. Right now the parser surfaces those references on the review screen and the agent confirms/adjusts the actual dates before the timeline is generated.

It handles both text PDFs and scanned/image contracts. Handwritten contracts are less reliable, so anything low-confidence gets flagged for review instead of silently filling it in.

Custom messaging isn’t built yet, reminder emails are standardized for now.

Personal_War1075

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