Founding Member Early Access — $19.99/month

One transaction. One workspace. Everyone aligned.

DealPilot AI brings your transaction team, communication, documents, deadlines, and next steps into one organized workspace.

Get Started Log In

How it works

Step 1

Create a Transaction

Step 2

Invite Your Professionals

Step 3

Work Together

Step 4

Let AI Help Coordinate

Main features

Transaction Workspace

Professional Messaging

Transaction Participants

Tasks & Deadlines

Document Management

Transaction Timeline

Pricing

Founding Member Early Access

$19.99/month

Become a Founding Member

Collaborator — Free (invited participants)

Solo — $29/month · Pro — $59/month · Team — $149/month

Solo, Pro and Team are coming after Early Access.

Founding Member Early Access — DealPilot Professional for $19.99/month

One transaction. One workspace. Everyone aligned.

DealPilot AI brings your real estate transaction team, communication, documents, deadlines, and next steps into one organized workspace — with AI helping you stay ahead of every deal.

Get Started Log In

dealpilot.ai / transactions

DealPilot AI — Transaction workspaceBuyer-side · 1420 Magnolia Ridge Dr

Open tasks

Overdue

Closing soon

1420 Magnolia Ridge Dr

Inspection

Buyer-side · Closing in 21 days

Inspection period expiresin 3 days

Appraisal orderedin 6 days

Loan commitmentin 14 days

Outstanding documents

HOA estoppelRequested

Insurance binderAwaiting

Wind mitigationReceived

AI coordinator

What needs my attention today?

3 items need your attention: HOA estoppel outstanding 4 days, insurance binder not received, appraisal scheduled for Aug 25.

Participants

Listing agent · Lender · Title & escrowInspector · Insurance · Transaction coordinator

The problem

Real estate transactions shouldn't live in 10 different places.

Transaction professionals manage information across email, text messages, phone calls, PDFs, portals, personal notes, spreadsheets, and separate task systems. Nothing stays connected to the deal itself.

Important updates buried in email

Important lender, title, inspection, and closing updates can easily become buried inside long email threads.

Communication scattered everywhere

Agents, lenders, title professionals, TCs, inspectors, and insurance professionals communicate through different channels.

Deadlines manually tracked

Important inspection, appraisal, financing, title, HOA, and closing deadlines often require manual follow-up.

Documents difficult to organize

Reports, contracts, appraisal documents, insurance documents, title documents, and closing documents are frequently stored in different places.

Constant status requests

Professionals repeatedly ask the same question: "What’s the status?"

Important items get overlooked

Missing documents and outstanding tasks can become difficult to track across multiple transactions.

Texts

Calls

PDFs

Spreadsheets

Notes

One transaction workspace

DeadlinesDocumentsTasksCommunication

DealPilot becomes the central transaction workspace — communication, milestones, documents, tasks, participants, activity, and AI insights organized under one property.

Get Started

How it works

How DealPilot works

Contract uploaded

AI extraction

Deadlines created

Tasks assigned

Communication linked

Closing

Step 1

Create a Transaction

Add the property, important dates, participants, closing information, and transaction details.

Step 2

Invite Your Professionals

Invite buyer agents, listing agents, lenders, title / escrow professionals, transaction coordinators, attorneys, inspectors, insurance professionals, and other authorized participants. Invited collaborators can participate without purchasing a paid subscription.

Step 3

Work Together

Participants can communicate, upload permitted documents, complete assigned tasks, and follow transaction activity from one workspace.

Step 4

Let AI Help Coordinate

DealPilot AI helps identify upcoming deadlines, missing documents, outstanding tasks, important updates, action items, and issues that may need professional attention.

Who it's for

Built for the professionals who move the transaction forward.

DealPilot is designed primarily for real estate professionals. Buyers and sellers are not required to manage another complicated transaction platform — client-facing updates can be handled separately in future versions.

Real Estate Agents

Manage transactions, deadlines, communication, documents, and collaborators from one place.

Brokers & Team Leaders

Gain visibility into transactions across agents and teams.

Transaction Coordinators

Manage multiple files, tasks, deadlines, and participants efficiently.

Loan Officers & Lenders

Communicate financing updates and share permitted transaction information.

Title & Escrow Professionals

Coordinate title, HOA, closing, and settlement-related items.

Real Estate Attorneys

Participate in transactions where legal review or communication is required.

Inspectors

Provide inspection reports and transaction updates.

Insurance Professionals

Provide quotes, binders, policies, and insurance-related information.

Core features

Everything a transaction needs, in one workspace.

Transaction Workspace

Everything relating to a deal organized under one property.

Professional Messaging

Keep transaction communication connected to the actual transaction instead of scattered across unrelated email and text threads.

Transaction Participants

See which professionals are involved and what role each participant has.

Tasks & Deadlines

Track escrow, inspection period, financing, appraisal, insurance, title, HOA / condo, loan commitment, clear to close, and closing.

Document Management

Organize inspection reports, 4-point reports, wind mitigation, appraisals, insurance, financing, title, HOA / condo, and closing documents.

Transaction Timeline

Show important activity and milestones chronologically.

AI Transaction Coordinator

AI helps summarize transaction activity and identify outstanding items.

Role-Based Permissions

Control which transaction participants can access specific information, conversations, and documents.

Smart Notifications

Notify users about mentions, assigned tasks, missing documents, upcoming deadlines, and important transaction activity.

AI coordinator

An AI coordinator inside every transaction.

DealPilot AI helps professionals quickly understand what is happening without reading every message, opening every document, or manually reviewing every deadline.

"What needs my attention today?""What are we still waiting on?""Has the appraisal been received?""Which documents are missing?""Summarize this transaction.""What is the next important deadline?"

DealPilot AI assists with organization and workflow. Important transaction, legal, financial, contractual, lending, title, and compliance decisions should always be reviewed by the appropriate licensed professional.

DealPilot AI

What needs my attention today?

3 items need your attention:

HOA estoppel has been outstanding for 4 days.
Insurance binder has not yet been received.
Appraisal is scheduled for August 25.

Document intelligence

From uploaded report to actionable information.

AI-powered analysis is being integrated into DealPilot. Today, DealPilot organizes every transaction document by category, status, version, and permission.

Inspection Report.pdf

Analyzing

Structured output

Inspection deadline · Mar 14

Repair request due · Mar 17

Roof: 3 findings

Report received

Inspection

Full Inspection Report
4-Point Inspection
Wind Mitigation

Future AI functionality can help identify major items and summarize the report.

Appraisal

Appraised value
Appraisal report
Conditions
Revisions

Insurance

Quote
Binder
Policy
Proof of insurance

Title & Closing

Title commitment
HOA / condo estoppel
Closing disclosure
Settlement statement
Other title requirements

Pricing

Simple pricing that grows with your business.

Invited collaborators can work inside a transaction for free. Professionals who create and manage their own transactions can upgrade to a DealPilot paid plan.

Founding Member Early Access

$19.99/month

Join DealPilot during early access and lock in Founding Member pricing while DealPilot is in beta. Limited to early DealPilot users.

Become a Founding Member

Collaborator

Free

Best for: Professionals invited into a DealPilot transaction.

Join transactions you are invited to
Participate in permitted transaction conversations
View permitted transaction information
Upload permitted documents
Complete assigned tasks
View relevant deadlines
Receive transaction notifications

Collaborators cannot create and independently manage their own DealPilot transactions.

Available now

Join a Transaction

Solo

$29/month

Best for: Individual real estate professionals managing their own transactions.

Create and manage transactions
Up to 10 active transactions
Unlimited invited collaborators
Professional transaction messaging
Tasks and deadlines
Document management
Transaction timeline
Basic AI summaries
Transaction participant management

Coming after Early Access

Choose Solo

Pro

Team

$149/month

Best for: Real estate teams and small brokerages.

Up to 5 professional users
Up to 100 active transactions
Everything in Pro
Shared team dashboard
Assign transactions to agents and TCs
Team task management
Team permissions
Admin controls
Team transaction visibility
Team analytics
Unlimited invited collaborators

Additional team users may be available as a future add-on.

Coming after Early Access

Choose Team

DealPilot is currently in beta. During early access, accounts are either a free Collaborator or the Founding DealPilot Professional plan at $19.99/month. The Solo, Pro, and Team plans shown above are the intended public pricing structure and are coming after Early Access.

Collaborators

Collaboration shouldn't create another fee.

When a DealPilot Professional invites a lender, title professional, agent, inspector, attorney, insurance professional, or transaction coordinator into a transaction, that participant can collaborate for free.

If the collaborator later wants to create and manage their own transactions, they can upgrade to a paid DealPilot plan.

Professional creates transaction

Invites collaborators

Collaborators use DealPilot for free

Collaborator wants their own workspace

Upgrade to DealPilot

About

Built to make real estate transactions easier to manage.

DealPilot was created around a simple idea: real estate professionals should not have to search through emails, text messages, folders, spreadsheets, and multiple systems just to understand where a transaction stands.

Our goal is to create one intelligent workspace where transaction professionals can communicate, collaborate, organize documents, manage deadlines, and clearly understand the next step.

As DealPilot evolves, AI will help reduce repetitive administrative work while keeping real estate professionals in control of important decisions.

Trust

Built around transaction permissions.

DealPilot is designed so transaction information is shared only with authorized participants.

Role-based transaction access

Restricted documents

Private transaction workspaces

Secure authentication

Participant permissions

Sensitive information controls

Run your next transaction with less chaos.

Bring your transaction team, communication, documents, deadlines, and next steps together with DealPilot AI.

Get Started Log In

Founding Member Early Access — $19.99/month