How it works
A teammate that understands the whole deal.
Avalon AI connects to the tools your agency already uses, builds a compliant memory of every transaction, and takes on the routine work, so your escrow officers spend their time on judgment. Here’s what that looks like in practice.
In private development, piloting on live transactions inside our own agency.
01 · The framework
Ingest. Understand. Act.
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01 · Ingest
Pulls in the whole file
Connects to your email, title-production software, and messaging tools to gather the emails, documents, and tasks tied to a transaction, automatically.
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02 · Understand
Builds a compliant memory
Reads scanned documents, removes sensitive personal information, and turns the file into a searchable, secure memory of the deal and of your entire history.
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03 · Act
Handles the routine work
Drafts, reconciles, and moves files forward alongside your escrow officers. AI does the repetitive work; your people apply the judgment.
Email ingestion and de-identification are live in our pilot today. Title-production (SoftPro) and messaging (Slack) integrations, and the assistant that acts on the file, are in development.
02 · Act, in practice
The work we’re teaching it to own.
Avalon AI is being trained inside a working agency, on live files, so the work it learns is the work that actually fills an escrow officer’s day.
Ordering & chasing
- Orders mortgage payoffs, and re-orders updated per-diem figures when the closing date moves.
- Orders HOA estoppels and municipal lien searches, then chases the ones that go quiet.
- Requests missing documents (mortgage statements, POAs, trust certificates) and follows up until they arrive.
- Confirms deeds and mortgages actually record, and tracks lien releases after payoff.
Deadlines & the details
- Reminds your officers when an earnest money deposit is due, or hasn’t arrived.
- Builds the file checklist from the commitment’s requirements, and keeps it current as items clear.
- Reconciles the settlement statement against payoffs, invoices, and tax prorations.
- Flags wire instructions that don’t match the file’s history.
The agency’s memory
- Finds entity documents (operating agreements, resolutions, good standings) for clients you’ve closed with before.
- Recognizes a property the agency has closed before and surfaces the prior policy.
- Opens files from the purchase agreement (parties, dates, price, property) straight into your production system.
Keeping everyone informed
- Nudges your officers to send file updates matched to each client’s preferred cadence and patterns.
- Answers “where are we on this file?” straight from the file itself.
- Drafts the routine emails (status notes, requests, confirmations) for your officers to review and send.
Every one of these is designed to run alongside your escrow officers, never instead of them. Avalon AI does the repetitive work; your people apply the judgment.
03 · Get in touch
Recognize this work?
We’re building and testing Avalon AI on real transaction volume inside our own agency. If these are the tasks that fill your team’s day too, we’re glad to compare notes.