Document intake for real estate records
Turn a Pile,To 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.
Built from the work itself
Real estate document intelligence, designed through years of workflow experience.
We did not start with an OCR model and go looking for a use case.
These are not generic document workflows adapted to commercial real estate. They are CRE workflows built from the inside out, informed by MAI-level appraisal experience and designed around how real property professionals actually review, organize, and use documents.
Built around the documents you actually receive
- Leases & amendments
- Rent rolls
- Operating statements
- Appraisals
- Purchase agreements
- Surveys
- Tax records
- Environmental reports
We have read enough of these documents to make your head spin.
This is not a workflow to us.It is the workflow.
Who it’s for
Built for property-level intelligence.
Built for real estate teams receiving leases, financials, due diligence files, appraisals, contracts, and other document packages that arrive unstructured. Integration into your database allows for seamless storage and machine-readable records where you already work.
- 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.