Custavi Talk with us
Deal document review for brokerages

Every offer and counter, checked before it's signed.

Custavi reviews each document in a deal against your state form, your approved addenda and the version before it. A licensed broker approves every report, and your contracts never leave your brokerage's own environment.

Talk with us

Now in development with a design-partner brokerage in Jackson Hole, Wyoming.

How it works

Record the deal terms once. Upload each document as it arrives, or forward it to your brokerage's deals@ mailbox, and a cited review is ready for a broker to approve.

1

Upload or forward

Upload an offer, a counter, an amendment or the executed contract to the deal, or forward the email to your brokerage's deals@ mailbox. Anything unmatched waits in a filing queue.

2

It's compared

Against your state's standard form and your brokerage's approved addenda, the previous document in the same deal, and the deal terms you recorded.

3

A cited report

Every finding points to the page and section it came from, so checking it takes seconds.

4

A broker approves

A licensed person reviews and approves the report in Custavi before anything is sent or signed. The software never drafts, sends, signs or edits a contract.

What every report shows

Built for the negotiation, not just the closing file.

  • What changedEvery term changed, added or dropped since the last version, side by side, with changes the other side didn't highlight flagged first.
  • Deal termsPrice, earnest money, financing, dates, contingencies, closing and possession.
  • DeviationsLanguage that differs from the standard form or your approved addenda.
  • Missing itemsBlanks, initials, signatures and required documents.
  • DeadlinesEvery dated obligation in the executed contract, ready for the calendar.
Counter-offer 2 · changes from counter-offer 1Illustrative example. Not a real transaction.
Purchase priceNo change
Inspection deadline10 days → 5 days Changed
InclusionsHot tub removed Changed
Financing contingencyNo change
Seller initials, p. 4Missing

Your clients' privacy is the design, not a feature.

Luxury clients expect discretion. Custavi is built so their names, prices and terms stay with the brokerage that holds them.

Runs in your environment

Each brokerage gets its own deployment in its own Microsoft Azure subscription. We manage it; you own it, and you can revoke our access at any time.

We never hold your contracts

Contracts and reports stay in your storage. What reaches us is limited to licensing and health information, never contract content.

No training on your data

AI runs under enterprise terms that exclude training on your documents. A licensed person makes every call that matters.

Interested for your brokerage?

We're working with a small number of brokerages while the product is in development. Tell us how your team handles offers and counters today.

hello@custavi.com