Document intake for real estate
Turn a Pile,Into a workfile.
intake.expert reads unsorted document packages and returns structured, reviewable property records directly to your database.
In development. Join the waitlist for early access.
How it works
From document dump to working file.
Seven steps, most of them automatic. You review and correct; the system does the sorting.
- 01
Upload
Integrate intake.expert directly with the programs where your files already arrive. PDFs, scans, spreadsheets, and photos require no pre-sorting or naming conventions.
- 02
OCR
Every page is read. Document-grade OCR turns scans and images into searchable, machine-readable text.
- 03
Classify
Every file is identified. Leases, amendments, rent rolls, financials, appraisals, tax documents — labeled automatically.
- 04
Organize
The set arranges itself. Documents are grouped into a sensible working structure instead of a flat pile.
- 05
Review
You stay in control. Inspect the proposed organization and rename, reclassify, or regroup anything in a couple of clicks, directly in your database or in our app.
- 06
Extract
Key terms become data. Structured extraction pulls the fields that matter, with every value linked to its source language for review.
- 07
Export
Take it all with you. Integrate the organized files and extracted data in formats your workflow and database already uses.
What you get
A workfile, not a folder of guesses.
Everything the system produces is inspectable — and everything it extracts points back to the page it came from.
- Organized workfile
- The pile comes back as a clean, labeled, grouped set of documents.
- Document briefs
- Every document gets a structured summary of what it is and what is inside.
- Lease extraction
- Key lease terms extracted into structured fields, ready for analysis.
- Source-linked review
- Click any extracted value and jump to the exact language it came from.
Who it’s for
Built for teams that receive document packages.
Built for real estate teams receiving leases, financials, due diligence files, appraisals, contracts, and other document packages that arrive messy and unstructured.
- Leases & amendments
- Rent rolls
- Operating statements
- Due diligence files
- Appraisals
- Contracts
- Tax & title documents
Early access
Join the waitlist.
intake.expert is in development with early real estate teams. Leave your details and we’ll reach out as onboarding opens.
Thanks — you’re on the list. We’ll be in touch as onboarding opens.