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Connect your inbox so DealPilot can read transaction email and keep every file current.
Gmail
agent@bluedoorrealty.com
Last sync Dec 31, 11:42 PM
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Auto-match emails to transactions
Match by property address, participants and thread history.
Only known participants
Ignore mail from senders not listed on a transaction.
AI summaries & extraction
Generate summaries, action items and deadlines from each email.
Detected documents
Reports found in incoming mail land here before being filed to a transaction.
Detected Documents3
Sample detections. Live email scanning is not connected yet.
Possible Full Inspection Report received
From: ABC Inspections · Property: 1042 Magnolia Ridge Dr · Attachment: InspectionReport.pdf
Sample AI detection — attachment appears to be a full home inspection report for the Magnolia Ridge property.
Possible Insurance Binder received
From: Coastline Mutual · Property: 88 Harborview Ln · Attachment: Binder-88Harborview.pdf
Sample AI detection — likely an insurance binder naming the lender as mortgagee.
Possible Settlement Statement received
From: Summit Title · Property: Unknown property · Attachment: Settlement-Statement-Draft.pdf
Sample AI detection — draft settlement statement, property address could not be matched confidently.
Unmatched emails
These couldn't be assigned to a transaction confidently. Review and assign them manually.
Sandra Klein
Home warranty quote for your buyer
sklein@apexhomewarranty.com
AI summary
A home warranty vendor sent a quote but did not reference a property address, so it could not be matched to a transaction.
Ledger & Cross LLP
Documents ready for signature
closings@ledgercross.com
AI summary
A law firm says closing documents are ready for signature but references only a file number, not an address, so the transaction match is uncertain.
Action items
- Identify which file LC-88213 refers to · Medium
Elena Voss
Moving company availability
elena.voss@email.com
AI summary
Seller shares moving company availability windows. No property address referenced, so it needs manual assignment.