What you'll receive
Real estate transactions involve hundreds of pages across purchase agreements, title commitments, disclosures, financing documents, and amendments. Attorneys, brokers, and parties waste hours extracting critical terms, deadlines, and obligations from dense legal documentation, risking missed contingencies or overlooked risks that could derail closings.
Real estate transactions involve hundreds of pages across purchase agreements, title commitments, disclosures, financing documents, and amendments. Attorneys, brokers, and parties waste hours extracting critical terms, deadlines, and obligations from dense legal documentation, risking missed contingencies or overlooked risks that could derail closings.
CaseMark automatically analyzes all transaction documents to generate comprehensive summaries organized by property details, financial terms, party obligations, contingencies, and closing conditions. In minutes, you receive a clear overview with flagged risks and missing information, enabling confident decision-making without reviewing hundreds of pages.
This workflow is applicable across multiple practice areas and use cases
Residential real estate transactions require the same comprehensive summaries of purchase agreements, closing conditions, and buyer/seller obligations as commercial transactions.
The workflow is directly applicable to residential real estate with identical document types (purchase agreements, title commitments, inspection reports) and the same need for transaction overview by agents, attorneys, and parties.
Commercial lease transactions involve property details, terms, party obligations, and closing conditions that benefit from structured summaries similar to purchase transactions.
Many commercial leases involve complex terms and conditions requiring similar analysis to sales transactions, and the workflow can summarize lease agreements alongside related property documentation.
Real estate disputes require attorneys to quickly understand the underlying transaction terms, obligations, and conditions from purchase agreements and related documentation.
Litigation involving breach of contract, disclosure issues, or title disputes necessitates comprehensive analysis of the original transaction documents that this workflow is designed to summarize.
Real estate financing transactions require summaries of loan terms, property collateral details, borrower/lender obligations, and closing conditions for mortgage lenders and borrowers.
The workflow's ability to analyze financing documents, closing statements, and property details directly supports mortgage lenders and real estate finance attorneys in understanding transaction structure and terms.
CaseMark handles all transaction types including residential purchases, commercial property sales, multi-family acquisitions, land deals, sale-leasebacks, and 1031 exchanges. The tool adapts to both simple transactions and complex deals involving multiple properties, seller financing, development contingencies, or tenant-occupied buildings. Whether you're closing a single-family home or a portfolio acquisition, CaseMark extracts the relevant terms and obligations.
CaseMark systematically scans all provided documents for date-specific obligations, contingency language, and conditions precedent. The tool recognizes standard contingencies like financing, inspection, and title review periods, as well as unique conditions specific to your transaction. All deadlines are presented chronologically with clear identification of the responsible party, consequences of non-performance, and any time-is-of-the-essence provisions that make compliance critical.
Yes, CaseMark processes documents from all transaction participants including purchase agreements from attorneys, title commitments from title companies, loan documents from lenders, inspection reports from contractors, and disclosures from sellers. The tool cross-references information across documents to identify inconsistencies, verify alignment of terms, and flag potential conflicts that need resolution before closing.
CaseMark includes a dedicated 'Matters Requiring Attention' section that flags missing material terms, ambiguous provisions, or gaps in documentation. This proactive identification allows you to request clarification or additional documents early in the process rather than discovering problems at closing. The tool compares your transaction against standard real estate practices to identify what's missing or unusual.
CaseMark provides complete financial analysis including purchase price, earnest money deposits and holder, down payment and financing amounts, closing cost allocation between parties, specific prorations of taxes and fees, seller credits or concessions, and any price adjustments. For commercial transactions, the tool also captures rent rolls, operating expense allocations, security deposit transfers, and purchase price allocations among land, improvements, and personal property for tax purposes.
Absolutely. CaseMark summaries are designed to be client-ready with clear language that explains obligations without excessive legal jargon. The executive summary provides a high-level overview perfect for initial client communication, while detailed sections allow sophisticated parties to understand nuanced terms. Many attorneys use CaseMark summaries as the foundation for client advice letters or closing checklists, saving significant drafting time.