How it works · Chapter 4 of 6
How PropIQ runs the deal
Know the answer before your buyer finishes the question. Chevy is your AI assistant, built into every part of PropIQ, and it has every document in the deal. Ask out loud and get the full answer in seconds, with the page number. Then it looks at what’s coming next and has it ready before you ask.
Mid-showing, your buyer asks what the inspection said about the roof.
Your buyer asks
The old way: fourteen PDFs and a guess.
Deal files · 14 PDFs
- PDFPurchase_agreement.pdf16 pp
- PDFCounter_offer_1.pdf3 pp
- PDFInspection_report_FINAL.pdf38 pp
- PDFInspection_report_FINAL_v2.pdf38 pp
- PDFSeller_disclosures_scan.pdf22 pp
- +99 more files
You, to your buyer“I think the roof’s fine. Let me check.”
A guessYou ask Chevy.
Chevy · listening
“What did the inspection say about the roof, and when does our inspection contingency end?”
Chevy answers with the page.
Chevy · reading the dealSample
The inspection report, page 14: the roof covering is near the end of its life, and the inspector recommends a licensed roofer.
Inspection contingencyEnds Friday at 5:00 PM
- Inspection report, p. 14
- Deadline from PropClose
It already drafted the email to the listing agent, ready for you to review and send.
Draft · emailWaiting for you
ToThe listing agent
SubjectRoof: inspection report, page 14
Page 14 of the inspection report says the roof covering is near the end of its life. My buyers would like to talk about a repair or a credit before the inspection contingency ends Friday.
Sample deal. The file names, the inspection page, the deadline and the draft are illustrations of PropIQ’s screens, not a real transaction.
Read the film as text
- Mid-showing, your buyer asks what the inspection said about the roof.
- The old way: fourteen PDFs and a guess.
- You ask Chevy: “What did the inspection say about the roof, and when does our inspection contingency end?”
- Chevy answers with the page. The inspection report, page 14: the roof covering is near the end of its life, and the inspector recommends a licensed roofer. The inspection contingency ends Friday at 5:00 PM, three days from now. (Sample)
- It already drafted the email to the listing agent, ready for you to review and send.
- Here’s what’s behind that answer.
The problem
Every answer is in a file. Finding it is the problem.
One deal produces a purchase agreement, counter offers, addenda, disclosures, inspection reports, an appraisal, loan, title and escrow documents, contingency removals and a closing package. They come in by email, e-sign and text, and they land wherever you saved them. So when a buyer asks what the inspector said about the roof, you scroll, and you guess.
The listing side runs on the same paper. Sending disclosures, tracking who opened them, chasing feedback after showings and writing the seller’s report is still done by hand for almost every agent.
One deal’s paperwork
13kinds of documents in a single deal
- Purchase agreement
- Counter offers
- Addenda
- Disclosures
- Inspection reports
- Appraisal
- Loan documents
- Title and escrow
- Contingency removals
- Closing disclosure
- Settlement statement
- Deed records
- Close-out package
The listing side, after every showing
- Sending the disclosures to every agent who asksBy hand
- Tracking who opened themBy hand
- Calling agents for feedbackBy hand
- Writing the seller’s weekly reportBy hand
The document list is the one PropClose, PropIQ’s deal tracker, is built to handle.
What PropIQ does, step by step
Here’s the whole deal, in the order PropIQ runs it.
One sample deal runs through every step: 214 Alder Lane, from the roof question on the driveway to the seller’s dashboard.
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1Step 1 of 7
Every file in the deal, in one place
PropVault holds every document in the deal and files it to that deal for you: the contract, the inspection, the disclosures, the addenda, the email threads with the other agent and your voice notes from the walkthrough. Chevy reads from here, so it answers from your deal, not from memory.
- Connect Gmail and Drive once, and PropVault indexes your transaction documents from them.
- A big disclosure package is split into its parts, like the TDS on pages 1 to 3 and the SPQ on pages 4 to 8, so each one can be found on its own.
- Turn on “Don’t let AI read this” for one file or the whole deal, and Chevy stops quoting it. Bank statements and wire instructions never reach Chevy at all.
- Deal files are kept seven years by default, and nothing is removed until a person reviews it.
PropVault · 214 Alder LaneSample
ContractPurchase agreement16 pagesCounterCounter offer 13 pagesInspectionHome inspection report38 pagesDisclosuresTDS and SPQ22 pagesReportPest report9 pagesAddendumAddendum 12 pagesEmailThread with the listing agent12 messagesVoice noteWalkthrough notes4 minutesProof of fundsBank statementNever read by AI9 files in this deal8 Chevy can read1 kept from AI
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2Step 2 of 7
It answers with the page and the clause
Ask Chevy anything about the deal, typed or out loud. It answers with the document and the page the answer came from, and you can open that page and check it yourself, or show it to your buyer.
- Every document Chevy cites opens to the source.
- On big disclosure and HOA packages, a value counts as confirmed only when two reading models from different makers agree on it. Anything else goes to your TC for review.
- Until a value is confirmed, Chevy tells you it’s unconfirmed instead of passing it off as fact.
- Chevy only reads the deals you’re on.
Home inspection report · 214 Alder LanePage 14 of 38
4.1 Roof covering
The roof covering is near the end of its service life. Recommend evaluation by a licensed roofing contractor.
ChevySample
The inspection report, page 14: the roof covering is near the end of its life, and the inspector recommends a licensed roofer. Your inspection contingency ends Friday at 5:00 PM.
- Inspection report · p. 14 · 4.1
- Purchase agreement · inspection contingency
- Roofer’s estimate · unconfirmed
Sample. The report text, the page and the clause are an illustration.
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3Step 3 of 7
Deadlines linked to the deal
PropClose, PropIQ’s deal tracker, turns the contract date into the deal’s timeline of due dates, using your region’s rules. You approve the timeline, and every date stays linked to the deal.
- Alerts go out 7, 3 and 1 days before each deadline, and you can change the timing.
- When a deal stalls, like no repair request three days before the inspection contingency ends, PropClose flags it.
- If a deadline is at risk, Chevy drafts the extension request for you to review.
- Chevy can’t commit you to a deadline. You approve the dates.
PropClose · 214 Alder LaneSample
- Offer acceptedTimeline approved by youDone
- Inspection contingencyFriday, 5:00 PM3 days
- Appraisal contingencyNext Wednesday8 days
- Loan contingencyIn two weeks14 days
- Close of escrowEnd of the month24 days
Alerts · inspection contingency
- 7 days out · sent
- 3 days out · sent
- 1 day out · Thursday
At risk3 days left and no repair request sent. Chevy drafted one for you to review.
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4Step 4 of 7
The next step, drafted for you to review and send
Chevy prepares the work the deal needs next and puts it on one Ready to Review card. You approve it, edit it or reject it. One card, not a pile of pop-ups.
- Messages to the other agent, your TC, the lender, title and the inspector, drafted from the deal.
- Forms pre-filled from the documents, for you to check and send.
- Messages to your clients wait for you, unless you switch on an automation for that message.
- Chevy never sends a legal document, never commits you to a deadline and never shows wire instructions. That’s blocked in the code, not left to a setting.
Ready to review · 4 itemsSample
- EmailTo the listing agent: the roof, page 14, and a repair or a creditDraft
- TextTo your buyers: what the inspector said and what happens nextDraft
- TaskGet a licensed roofer’s estimate before FridayNew task
- FormRequest for repair, pre-filled from page 14Legal document: you send it
ApproveEditRejectApproved messages go out from you. Legal documents always do.
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5Step 5 of 7
The disclosure page, with every visit logged
Publish the disclosure package once and PropIQ gives it its own page. Agents and buyers give their name and email to get the files, and agents add their license number. Every visit and every download is logged for you.
- Put the link on the MLS, or email it straight to an agent.
- License numbers are self-reported by the visitor.
- Download links expire after 15 minutes, so the files never sit at a public address.
- Change the package, and you can tell everyone who already has it.
Disclosure page · 214 Alder LaneSample
- Visits
- 48
- Downloads
- 31
- Agents
- 9
- Buyers
- 3
- Maria L.AgentLicense #••••4417 · viewed 3 times4 downloads
- Kevin T.AgentLicense #••••0932 · viewed onceFull package
- Priya S.BuyerNo agent · viewed twiceNew lead
- Bayside Home InspectionInspectorViewed onceLogged
Sample. License numbers are entered by the visitor, not checked.
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6Step 6 of 7
Buyer feedback, straight to the seller’s live dashboard
A day after an agent opens the disclosures, Chevy drafts one short note asking what their buyers thought. You approve it, it goes out inside calling hours, and the reply lands on your seller’s live dashboard.
- One follow-up per agent, per listing. No drip campaign.
- The reply is sorted four ways: how they felt, what they thought of the price, their objections and whether their buyers will write. If they didn’t say, it reads “not stated” instead of a guess.
- The seller sees “an agent who showed on Tuesday,” never a name or a brokerage, unless you change that listing’s setting.
- Bad feedback isn’t filtered out, and you always see the agent’s exact words.
The follow-up, a day laterSample
From you, drafted by ChevyThanks for showing 214 Alder Lane yesterday. What did your buyers think?
Maria L., agentThey loved the layout. Worried about the roof and the street noise. Probably passing at this price.
Your seller’s dashboardLive
An agent who showed on TuesdayPrice feels high. Concerns: the roof and street noise.
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7Step 7 of 7
An unrepresented buyer becomes your lead
Buyers can open the disclosures too. When one says they don’t have an agent, PropFlow, PropIQ’s CRM, has them as your lead within the hour, tagged to the listing.
- A buyer downloading disclosures on an active listing is a strong buying signal, so this path skips the one-day wait.
- A buyer who already has an agent stays with that agent: no lead, and nothing on the seller’s dashboard.
- Inspectors and everyone else are logged and left alone.
Disclosure page · get the filesSample
- Name
- Priya S.
- priya@example.com
- I am a
- Buyer
Are you working with an agent?
YesNoWithin the hour
New lead · PropFlowSample
Priya S.- Buyer with no agent
- Source: the disclosure page for 214 Alder Lane
- Downloaded the inspection report and the disclosures
Your buyer gets the page, your seller sees every visit and every comment, and the buyer with no agent becomes your lead.
A buyer with no agent downloaded the disclosures for 214 Alder Lane. Now a lead in PropFlow.Sample
What you get
- Every file in every deal, filed to that deal in PropVault.
- Answers from Chevy with the document, the page and the clause.
- A timeline from the contract date, with alerts 7, 3 and 1 days out.
- Emails, texts, forms and extension requests drafted on one Ready to Review card.
- A disclosure page that logs every visit, every download and every agent’s license number.
- One follow-up per agent, with the reply on your seller’s live dashboard.
- Buyers with no agent in PropFlow as your leads, within the hour.
- A switch that keeps any file away from AI.
What it replaces
The task boards, the chatbots you paste deal files into and the disclosure site.
At published prices, that’s $113.48 a month, plus the hours you spend every week hunting for documents, tracking deadlines and chasing feedback.
See every tool PropIQ replaces and add up your own numbers →
| What you pay for today | Published price |
|---|---|
| Trello | $6/moStandard, per user |
| Asana | $13.49/moStarter, per user |
| Any.do | $7.99/moPremium |
| Todoist | $7/moPro |
| ChatGPT Plus | $20/mofor pasting deal files |
| Claude Pro | $20/mofor pasting deal files |
| disclosures.io | $39/moPro |
| Total at published prices | $113.48/mo+ your hours |
Prices from each company’s published pricing page, as listed on What PropIQ replaces.
Questions agents ask
Does Chevy send anything without me?
Never a legal document. Chevy drafts and you review and send. It can’t send a legal document, commit you to a deadline or show wire instructions, and that block is in the code. Messages to your clients wait for your review unless you switch on an automation for that message.
Can I keep a file away from the AI?
Yes. Turn on “Don’t let AI read this” for one document or the whole deal, and Chevy stops quoting it until you turn it off. You can always see which files AI may read. Bank statements and wire instructions never reach Chevy at all.
What does a buyer’s agent see on the disclosure page?
Your package, after they give their name, email and license number. You see every visit and every download. Download links expire after 15 minutes.
Does my seller see who gave the feedback?
No. By default the seller sees “an agent who showed on Tuesday,” never a name, brokerage or license number. You can switch a listing to first name and last initial. Negative feedback isn’t filtered out.
Does it replace DocuSign or my MLS?
No. PropIQ works with your MLS, DocuSign and Google. It reads from them; it doesn’t replace them.