Months after a closing, every detail is still in the file — and the file is the last place anyone wants to go.
The setup
A small real estate team — brokerage plus a few investment properties. Every deal generated a stack: purchase agreements, disclosures and inspections, closing and settlement statements, title and survey, comps and appraisals, plus leases and rent rolls on the held properties.
The problem
“What did 12 Oak close at, and what were the seller credits?” meant finding the settlement statement. “What contingencies are in the Harbor contract?” meant rereading the agreement. “What’s the cap rate on the Elm St building?” meant pulling the rent roll and doing the math. The answers were all on file; assembling them by hand was the work.
How they use DocuStrata
They pointed DocuStrata at the deal and property folders as they were. It read every document and made the archive answerable — closing price, contingencies, inspection findings, cap rate, each returned with the page it came from.
What changed
Client questions and lender requests got same-hour answers, and numbers going into an offer, a memo, or a listing came with their source attached.
Nothing was re-filed; the deal folders stayed exactly as they were, and nothing in them is ever used to train a model.