For Real estate transaction coordinator · 8 Grok Bots

A transaction coordinator's back office that keeps every file on track to close

8 Grok Bots for a real estate transaction coordinator: build the contract-to-close checklist, watch every deadline, chase the missing document, keep every party aligned, and compile the closing package — all as drafts and flags you approve.

Hire the team See the bots
● Drafts only — nothing sends without your approval · Uses only your own data
After checkout
Your setup link arrives by email
We set up your fleet
After checkout, Workplace AI provisions your fleet on our Cursor Teams workspace and follows up soon. Watch for your Cursor invite and Grok Bot download link — then accept, install, and go.
8 bots·4 domain specialists·Success metric: On-time milestone coverage and clean-file-at-close rate·Category: Household
The problem it targets

Running every open file from contract to close by hand — rebuilding the milestone checklist for each deal, watching inspection, appraisal, financing and contingency deadlines across a stack of transactions, chasing the missing disclosure or the unsigned addendum, keeping the agent, lender, title and client all told the same thing, and assembling the closing package the day before — so a deadline slips unseen, a signature is missing at the table, and the coordinator lives in email tag instead of ahead of the file.

What you get

From day one

1

A contract-to-close checklist built from each executed contract, with every milestone date set, and a deadline board that flags every inspection, appraisal, financing, and contingency date at risk before it slips.

2

A per-file list of missing documents and unsigned disclosures with chase messages ready to send, and status updates that keep the agent, lender, title, and client all hearing the same thing on time.

3

A closing package compiled against the checklist with a plain list of what is still outstanding, and a one-page weekly digest of your whole book — where each file sits, its next deadline, and what is at risk.

Meet the team

8 bots, each with one job and clear approval points

Read-only bots watch and prepare; drafting bots write but never send. You approve everything that leaves.

1

Chief of Staff

coach
Drafts for your review — you approve before anything leaves
Your morning brief, meeting prep, fleet roundup, and after-meeting coaching.
Approves: none — nothing leaves without you
2

Contract-to-Close Checklist

intake
specialist
Drafts for your review — you approve before anything leaves
Building each file's milestone checklist from the executed contract and keeping it current
Approves: milestone-date and term changes for the coordinator to confirm
3

Deadline & Contingency Tracker

tracker
read-only
Watches & prepares — never sends
Reading and flagging every inspection, appraisal, financing, and contingency deadline
Approves: none (reads and flags; the coordinator acts)
4

Document Chase

drafter
specialist
Drafts for your review — you approve before anything leaves
Tracking missing documents and signatures and drafting the messages to chase them
Approves: every chase message before it is sent
5

Party Comms Coordinator

coordinator
Drafts for your review — you approve before anything leaves
Drafted status and next-step messages that keep the agent, lender, title, and client aligned
Approves: every message before it is sent
6

Closing Package Compiler

specialist
specialist
Drafts for your review — you approve before anything leaves
Compiling the closing package against the checklist and listing what is outstanding
Approves: marking any item complete; every filing, signing, or money movement
7

File Status Digest

reporter
read-only
Watches & prepares — never sends
The weekly one-page whole-book digest with every line traced to its file row
Approves: none (nothing leaves; the coordinator decides what to share)
8

Social & Referrals

growth
Drafts for your review — you approve before anything leaves
First-party, disclosed posts and notes to the coordinator's own opted-in referral network
Approves: every post and message before it is sent
The handoff — one shared chat
Checklist→Tracker→Chase→Coordinator→Compiler→Digest
What the fleet does in week one

All read-and-prepare — you check its work before anything is trusted

What it does not do

The guardrails are the product

  • ×It drafts, compiles, and flags; it does not send, sign, or file. Every message and package waits for your approval.
  • ×It reads dates only from the executed contract; it never assumes a date, extends a deadline, or waives a contingency.
  • ×It never signs, files, records, or submits a document, and it never moves money or touches escrow — the filing and the funds stay with the licensed parties.
  • ×It works only the files and contacts you own and are authorized to handle.
On-time
milestone coverage and clean-file-at-close rate
How you'll know it's working

One number, measured over time

Share of open files whose milestone deadlines are all met on time with a current checklist, and the share that reach the closing table with a complete, signed package and no last-minute missing document

Before day one

What you fill in — the bots never guess these

transaction-log
the header contract for the file/checklist log every bot reads and writes.
deadline-board
the deadline board layout and your lead-time window.
chase-messages
your own wording for missing-document and signature-reminder messages.
Pricing

Cancel anytime.

Workplace AI provisions and runs your CrokPot fleet on our Cursor Teams workspace. We invite you on your own email — you accept, install Grok Bot, and we handle the rest.
$200/mo
  • Your whole fleet provisioned and installed for you
  • Cursor Teams seat included — paid by Workplace AI, never billed by Cursor
  • Onboarding + ongoing training
Hire the team
Your Cursor Teams seat is included and paid by Workplace AI. Drafts only, using your own data. No earnings, time-saved, or outcome guarantees are made.
How access works

You buy a CrokPot fleet from Workplace AI — not a Cursor plan

CrokPot runs on Workplace AI, Inc.’s (WAI) Cursor Teams workspace. WAI keeps the unpaid admin seat and pays Cursor for your seat. You join as the invited user on your real email and work through the installed Grok Bot fleet.

Your card is charged by WAI via Stripe for the CrokPot fleet ($200/mo, auto-renewing monthly) only — never by Cursor. If you cancel your fleet subscription, the invite/seat ends with it and is not portable to your own Cursor account.

FAQ

What you get, who owns the seat, and what happens after you pay

From the team behind Ancestry — CrokPot is built by Paul Allen, a co-founder of Ancestry.com.

Drafts only — you approve everythingYour own data, never shared$200/mo · cancel anytimeProvisioned & supported by Workplace AI

What do I actually get?

A pre-built fleet of Grok Bots for your trade, provisioned and installed for you on Workplace AI’s Cursor Teams workspace, plus onboarding and ongoing training. Every bot drafts; you approve.

Who owns the seat?

Workplace AI, Inc. (WAI) owns the Cursor Teams account and pays Cursor for your seat. You’re invited as a paid user on your own email. The seat isn’t portable to a personal Cursor account.

Do the bots act on their own?

No. The fleet is drafts-only, working from your own data. Nothing sends, files, or is trusted until you review and approve it — that’s the whole design.

Can I cancel?

Yes, anytime. It’s an auto-renewing monthly subscription at $200/mo. If you cancel, your invite/seat ends with the subscription.

What happens after I pay?

We follow up soon: our team provisions your fleet and invites you on the email you used at checkout. Watch for your Cursor Teams invite and Grok Bot download link, then accept, install, and go.

Training

New to Grok Bots? Get your team trained.

Live sessions and replays to get you and your coworkers productive with your fleet fast.

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