Settings

Connect your inbox so DealPilot can read transaction email and keep every file current.

Gmail

Connected

agent@bluedoorrealty.com

Last sync Dec 31, 11:42 PM

Email sync settings

Sync window

How far back DealPilot reads mail when syncing.

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 Documents
3

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.

92% match · 20740d ago

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.

78% match · 20740d ago

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.

44% match · 20741d ago

Unmatched emails

These couldn't be assigned to a transaction confidently. Review and assign them manually.

3 pending

Sandra Klein

Other
Dec 31, 7:00 PM

Home warranty quote for your buyer

sklein@apexhomewarranty.com

FYI

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.

Apex-Warranty-Quote.pdf180 KB

Ledger & Cross LLP

Other
Dec 31, 1:00 PM

Documents ready for signature

closings@ledgercross.com

Action Required

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
No attachments

Elena Voss

Seller
Dec 30, 3:00 PM

Moving company availability

elena.voss@email.com

FYI

AI summary

Seller shares moving company availability windows. No property address referenced, so it needs manual assignment.

No attachments