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{{PARTNER_NAME}} × Clai · Partnership

Your brokerage,
with an AI co-pilot
included.

{{PARTNER_NAME}} members now get the full Clai platform — AI document analysis, deal management, e-signatures, checklists, payments, signing room — at no extra cost. Built for agents who own their own brand.

Purchase Agreement · v3
Your business, on Clai · Member benefit
AI doc analysis included
E-signatures unlimited
Smart checklists included
Signing room included
Payments & CDA included
Member benefit · No extra cost

The full Clai platform, part of your {{PARTNER_NAME}} membership.

You already own your brand, your business, and 100% of your commission. Now you also get the AI tooling that the big brokerages charge their agents hundreds a month for — bundled into your {{PARTNER_NAME}} membership at no extra cost.

Included
AI Document Analysis

Every contract, addendum, and disclosure read at upload. Missing clauses, expired contingencies, mismatched dates — flagged in seconds.

Included
Deal Manager

Every deal in one surface. Timeline, parties, tasks, docs, payments — auto-organized from the contract.

Included
Smart Checklists

FL-ready templates for listing, buyer-side, lease. Tasks anchor to your contract dates and surface what's overdue.

Unlimited
E-Signatures

ESIGN-compliant, audit-trailed, unlimited signatures. No more $40/month per agent on a separate signing tool.

Included
Signing Room

A branded, mobile-friendly room where your buyer or seller signs, initials, and uploads in one flow.

Included
Payments & CDA

Generate the CDA, track earnest money, route commission to your business — without spreadsheets.

Included
Contacts & CRM

Buyers, sellers, lenders, attorneys, vendors — linked to deals and visible on every relevant doc.

Included
Insights

Pipeline, GCI, average days-to-close, win rate. The numbers an owner-agent needs to run their business.

$0
Added cost
Bundled into {{PARTNER_NAME}} membership. No per-seat fees, no per-deal fees, no signature credits.
100%
Your commission
{{PARTNER_NAME}} doesn't take a split — and Clai's tools are built so the deal moves through your business.
30 min
Free coaching, on us
A 1-on-1 with Clai to set up your first deal, your branded signing room, and your checklists.
Built for owner-agents

You run the deals. Clai runs the back office.

As a {{PARTNER_NAME}} member, you're not just an agent — you're a business owner. Clai is the operating system for that business: docs handled, tasks tracked, payments routed to your company.

01 — DOCUMENTS
Stop reading every contract twice.
Upload a purchase agreement and Clai reads it for you. Missing initials, contingency dates, mismatched parties — flagged before your client ever sees it. The kind of safety net a junior TC would give you, on every deal.
Disclosure attachedP.9 §2
Earnest money clause missingP.3 §4
Buyer signature pendingP.7
Inspection contingency expiredP.5
Property address matches MLSP.1
02 — TASKS
Never forget a deadline again.
Florida-ready checklists scaffold from the moment a contract is signed. Inspection windows, financing deadlines, lender packages — every step has an owner, a date, and a reminder that fires before it bites.
Listing intake · 4521 Ocean Dr7/11 done
Listing agreement signedMar 12
Lead-paint disclosureMar 14
Seller's disclosuretoday
Photos uploadedoverdue
MLS input formMar 22
03 — MONEY
Your commission, into your business.
CDA generated from the contract. Earnest money tracked. Commission routed straight to your LLC, not split with a brokerage that didn't earn it. Clai keeps the books your accountant will actually thank you for.
CDA generatedfrom contractMar 18
Earnest mny$25k receivedMar 19
3Commissionrouted to your LLCtoday
4Closedbooks reconciled
01 · Documents

A junior TC, on every deal you run.

When you own your own brokerage, you don't have a back-office team reading every page for you. Clai does. Drop a contract in and within seconds you'll see missing initials, expired contingencies, mismatched prices — flagged with the page reference. Catch it before your client does.

FAR/BAR forms baked in
Florida residential, lease, and commercial templates pre-loaded. Missing or modified language flagged with an exact page reference.
Dates pulled to your timeline
Inspection windows, financing deadlines, earnest-money receipt dates — lifted from the contract and synced to the deal calendar.
Cross-document consistency
Property address, parties, sale price are reconciled across every doc in the loop. Mismatches surface before they cause a re-sign.
4521_Ocean_Dr_FAR-BAR.pdf · analyzed 2s ago
RESIDENTIAL PURCHASE AGREEMENT
4521 Ocean Dr · Naples, FL
Property
4521 Ocean Drive, Naples, FL 34102
Purchase price
$1,247,500 — differs from CDA / MLS by $2,500
Buyer
Rachel Cohen
Seller
Lawrence Park
§ 3 — Earnest money
Buyer shall deposit earnest money in the amount described in Schedule A within three (3) business days of the Effective Date. [ Schedule A — not attached ]
§ 5 — Inspection contingency
Buyer shall have until Mar 12, 2026 to complete inspections and provide written notice. — signed Mar 14, 2026 (after expiry)
§ 7 — Buyer initials & signatures
Buyer initials
missing
Seller initials
L.P.
Date
Mar 14, 2026
Tasks · 4521 Ocean Dr
Buyer due diligence D-2041 5/8 done
Earnest money receivedA. ParkMar 16
Property disclosure deliveredA. ParkMar 17
Title commitment orderedM. DiazMar 18
Inspection report receivedA. ParkMar 22
Lender pre-approval letterA. ParkMar 23
Final disclosure packageM. DiazMar 26
02 · Tasks

Florida-ready checklists, live the moment you sign.

Buyer-side, listing, lease — every transaction type ships with a Florida-ready checklist. Tasks anchor to the contract dates Clai already extracted. Inspection deadline in 5 days? You'll know on Day 3, not Day 6.

Reusable templates per transaction type
Listing intake, buyer DD, broker review — define once, instantiate on every deal. Tasks scaffold from contract dates.
Mark items “{{PARTNER_NAME}} approval required”
When something needs your Qualifying Broker's eyes, gate it. The task can only be checked off once they sign off.
Due dates anchored to deal milestones
"5 days after contract" auto-resolves once the contract is signed — overdue surfaces in the broker dashboard.
03 · Review

When {{PARTNER_NAME}} needs to sign off, it's already organized.

When your file goes to your Qualifying Broker for review, it shows up triaged: docs flagged, checklist green, issues already resolved. Faster turnarounds, fewer back-and-forths, no email threads asking what's missing.

Submit to {{PARTNER_NAME}} in one click
Your loop, your docs, your checklist — packaged for your Qualifying Broker review with no copy-paste, no email threads.
Notes on the exact line
If something needs a fix, the comment lives on the document, not in an email. Click, fix, resubmit.
Audit-ready archive
Every keystroke logged. State board record requests answered in two clicks — not two days.
Submit to {{PARTNER_NAME}} · 4521 Ocean Dr
Buyer-side · 4521 Ocean Dr ● awaiting {{PARTNER_NAME}} sign-off
Submitted for review
A. Park submitted 8 documents · 1 checklist
Mar 18 · 2:14 pm
TC compliance pass
M. Diaz approved 6 of 8 · returned 2 with notes · resubmitted Mar 19
Mar 19 · 9:02 am
3
Broker sign-off
All flagged issues resolved · ready for your approval
today
4
Approved · ready to close
File locked · audit-ready archive
vs. big-brokerage compliance · Legacy TM tools

The compliance backbone of a 100-agent shop, at small-shop scale.

You don't need to merge or join a franchise to get this. You need software that knows you're a Florida {{PARTNER_NAME}} doing both broker and TC work yourself.

Capability
Big brokerage
in-house TC + broker
Legacy TM tools
SkySlope, Dotloop
{{PARTNER_NAME}} + Clai
First-pass compliance review
Every doc checked before it hits the broker
In-house TC
You do it yourself
AI does first pass
FAR/BAR forms baked in
Florida residential, lease, commercial templates
Yes
Yes
Yes · AI-validated
Broker approval gates
Items locked until QB signs off
Yes
Partial
Yes · per-item
Cost per file
Reviewed, archived, audit-ready
$80–150 (TC salary)
$25–40 + your time
Flat per-loop
Scales without hiring
10 deals or 100 — same staff
Hire more TCs
You're the bottleneck
Yes
AI document analysis
Auto-detect missing clauses, mismatches, expired contingencies
No
No
Core capability
Cross-document data reconciliation
Address, parties, price match across the loop
No
No
Built-in
Auto-extracted dates & deadlines
Inspection, financing, closing — synced to deal timeline
Manual entry
Manual entry
Auto from contract
Pre-close audit readiness
File is compliant before close, not after
Workflow only
Workflow only
Workflow + AI
Audit-ready by default

Every keystroke, kept. Forever.

State boards require 3–7 years of records. We keep an immutable log of every action — uploads, edits, signatures, approvals, sticky notes, status changes — exportable as CSV in two clicks.

Tamper-evident archive
Each event hashed and chained. The system can prove no record was changed after-the-fact.
CSV / PDF export per loop
Full timeline, document set, signatures — packaged for your state-board response in seconds.
SOC 2 Type II infrastructure
Encryption at rest, role-based access, 99.9% uptime SLA on the broker tier.
Activity log · Loop · 4521 Ocean Dr live
Mar 19 09:14M. Diaz approved Lead-Paint Disclosure.pdf · approved
Mar 19 09:02M. Diaz returned Inspection_Rpt.pdf with note · return
Mar 18 14:37A. Park submitted loop for review · Buyer-Side Review
Mar 18 14:14AI flagged 2 issues · earnest money clause, contingency date
Mar 18 14:14A. Park uploaded PA_v3.pdf · 12 pages
Mar 17 11:08Buyer R. Cohen e-signed Disclosure.pdf · IP 73.x.x.x
Mar 17 11:07Seller L. Park e-signed Disclosure.pdf · IP 99.x.x.x
Mar 16 16:42A. Park marked Earnest money received
Mar 16 10:21Checklist Buyer due diligence instantiated · 8 tasks
Mar 14 09:04A. Park created loop · 4521 Ocean Dr · Buyer-side

Your brokerage, on you.
Your AI co-pilot, on us.

Free 30-minute coaching session for every {{PARTNER_NAME}} member. Bring a live deal or your last closed file — we'll walk you through Clai on your actual paperwork, answer your questions, and have you set up before you leave the call.