Real Estate & Mortgage
Find It in the CC&Rs.
In Seconds.
110-page scanned HOA documents. Scattered transaction files. SOPs nobody can find. RetrieveIT gives your team one search across everything — even documents that aren't searchable.
Sound Familiar?
Every brokerage and lending team deals with these problems. Most just accept them as the cost of doing business.
CC&Rs are unreadable monsters
110 pages of scanned HOA documents. No searchable text. Your client asks 'Can I rent this out?' and you're manually skimming page by page. Even when it's digital, good luck finding the rental restriction clause.
Every agent does it differently
One agent sends a formal buyer questionnaire. Another sends a casual text. Your transaction coordinator has 5 different disclosure email templates. There's no consistency — and that's liability waiting to happen.
SOPs exist — but nobody can find them
You wrote the procedures. They're in a Google Doc somewhere. Maybe Drive. Or was it that email from 2023? New hires ask 'How do we handle dual agency?' and the answer is 'Ask Susan.'
Transaction files are a scavenger hunt
The inspection report is in one email. The repair request is in another. The seller's response is a text screenshot. The amendment is in DocuSign. Piecing together what happened requires archaeology.
110 Pages of Scanned CC&Rs? We Got You.
HOA documents are often scanned PDFs with no searchable text. RetrieveIT uses advanced OCR to extract every word, then lets you search semantically — so "Can I rent this out?" finds Section 7.3 even if it's titled "Leasing Restrictions."
- Extracts text from scanned images and PDFs
- Handles poor quality scans and faded documents
- Semantic search understands questions, not just keywords
Workspaces for Your Team
Share SOPs, standardize templates, and give your team answers instead of "go ask Susan."
Team SOPs in One Place
Create a workspace for your brokerage procedures. New agents search and find answers instead of asking Susan.
Standardized Templates
Stop every agent from inventing their own buyer questionnaire. One source of truth for client communications.
Generate New Templates
Need a condo-specific disclosure email? Generate it from your existing templates and compliance docs.
Scanned Document OCR
HOA docs from 1987? Handwritten inspection notes? We extract text from scanned documents so you can actually search them.
Real Scenarios. Real Answers.
See how realtors, loan officers, and brokers use RetrieveIT to get answers in seconds.
Client asks about rental restrictions in HOA documents
"Can owners rent out units? What are the rental restrictions in the CC&Rs?"Extracts text from the 110-page scanned CC&R document using OCR, then finds Section 7.3 on rental restrictions, minimum lease terms, approval requirements, and the 25% community rental cap — in seconds instead of hours.
→ Generate client summary of HOA rental policies
Underwriting asks for documentation on a previous rate lock exception
"Find all communications about the Chen loan rate lock extension from last month"Surfaces the original rate lock email, the extension request, manager approval, and the processor's confirmation — across Gmail, Drive, and your LOS notes.
→ Generate rate lock timeline with cited communications
New agent asks how to handle a dual agency situation
"What is our procedure for dual agency disclosure and consent?"Returns your compliance SOP, the state-required forms, sample disclosure language, and the training document from last year's meeting — all from your team workspace.
→ Generate dual agency checklist for agent
Need to verify what was agreed to in repair negotiations
"What repairs did the seller agree to for the Johnson property?"Finds the inspection report, buyer's repair request, seller's counter, final agreement, and confirmation emails — even when they called it 'the roof issue' or 'Item #4 from inspection.'
→ Generate repair agreement summary with timeline
Creating a listing description for a unique property
"Show me our best performing luxury listing descriptions from the past year"Surfaces top-converting listing descriptions, feature callouts, and neighborhood highlights from previous luxury listings — giving you proven language to adapt.
→ Generate listing description based on property features
Connects to Your Stack
The tools real estate teams actually use — from transaction management to client communications.
Gmail
LiveClient correspondence, lender communications, vendor coordination
Google Drive
LiveContracts, disclosures, inspection reports, CC&Rs, HOA docs
DocuSign
LiveSigned contracts, purchase agreements, disclosures, amendments
OneDrive
LiveTransaction files, templates, marketing materials
Outlook
LiveEmail correspondence, calendar, client communications
Confluence
LiveSOPs, training materials, compliance procedures
Built for Regulated Transactions
Real estate and mortgage have compliance requirements that generic AI tools ignore. RetrieveIT is designed with audit trails, data privacy, and regulatory compliance from day one.
- Role-based access — agents see their transactions, not others'
- Every answer cites sources for compliance documentation
- No training on your data — client information stays private
- Data encrypted in transit and at rest (AES-256)
- SOC 2 Type II compliance (in progress)
When the client asks:
"What does the HOA say about solar panels?"
You answer. In 10 seconds.
Give Your Team Hours Back Every Week
Connect your first integration in under 5 minutes. See results immediately.