How OfferCopilot works.

The showing ends. You're ready to draft an offer.

Your buyer loved the house on Dovercourt. You're sitting in the car. You open the listing on REALM, click the OfferCopilot's "Create Offer" button, and the listing's info is instantly populated in a new draft offer — address, legal description, property taxes, condo status, MLS number, listing agent contact, coop commission, the works.

Supported today: · REALM · Matrix. All running as a Chrome extension you install once.

Select the client(s).

Step 2 Quick search to add buyer(s) from your Clients Dashboard. You pick from your client list (or add a new one with a magic-link invite). Co-buyers are one click. Their legal names, date of birth, employment, pre-approval status, and BRA status are already on file — so every later step uses them without you retyping.

Price, deposit & dates — with guardrails.

First few steps cover price, deposit, dates and commission. Each with best-practices + AI suggestions specific to the listing. You can override anything. The AI-wizard tells you when something isn't right, or when you're missing something important.

Conditions and Terms: Schedule A, written for you.

These steps suggests conditions based on the property type and the client's financing status — financing, inspection, status certificate for condos. Every clause is the full OREA wording, with the deadline computed from your completion date. Lets you add custom additional terms; our clause library covers all CREA/OREA standard language.

Inclusions, disclosures even taxes — nothing falls through.

These steps cover chattels/fixtures/rentals, closing adjustments, LTT and MLTT calculations based on the property location and first-time-buyer status. AI processes the listing and surfaces disclosures — declared ones plus anything the platform finds in public records or listing history that the listing didn't mention — so you can check things with the listing agent before you sign, not after.

Generate. Sign. Send.

Generate Offer: OfferCopilot auto-selects and fills the appropriate OREA forms, schedules, the confirmation of cooperation, and the BRA if one's missing. Signing is built in — a fully compliant, integrated signing platform with signature and initial fields already placed, so your clients sign without creating a third-party account or paying for one. If your brokerage mandates DocuSign, SignNow or something else, you still get a signature-ready PDF to route through it. The lawyer can be autoassigned from your preset Affiliated (in Agent profile).

Track until it's firm.

Once submitted, you see the offer status, irrevocable countdown, and every document revision in one view. Counters are a click — every term carries forward, you change what moved, and the package regenerates with a side-by-side view of the difference. Every change is logged for compliance. Your clients get emailed or SMS summaries automatically.

Across all your deals, the pipeline view shows what's draft, out for signing, signed and accepted. Irrevocability, condition and closing dates sync to your calendar, so the deadlines that matter show up where you actually look.

After acceptance: conditions, waivers, closing.

A firm deal isn't a finished one. Each condition is tracked to its deadline with the waiver or fulfilment document generated when you're ready to clear it. Incoming waivers get logged against the deal, post-acceptance documents stay attached to the client file, and the audit log keeps the whole chain — first draft to closing — in one place for your brokerage.