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.

  1. 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.

  2. 02

    OCR

    Every page is read. Document-grade OCR turns scans and images into searchable, machine-readable text.

  3. 03

    Classify

    Every file is identified. Leases, amendments, rent rolls, financials, appraisals, tax documents — labeled automatically.

  4. 04

    Organize

    The set arranges itself. Documents are grouped into a sensible working structure instead of a flat pile.

  5. 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.

  6. 06

    Extract

    Key terms become data. Structured extraction pulls the fields that matter, with every value linked to its source language for review.

  7. 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.
Real footage: source-linked lease extraction under review.

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.

By submitting, you agree that we may contact you about intake.expert. We won’t share your information.