Features
Everything a closing needs.
Nothing your team has to chase.
Transact IO is the coordination layer that reads, flags, routes, and answers — so your transaction managers can focus on moving deals forward instead of hunting through PDFs.
Active Document Intelligence
Every incoming document is read the moment it lands and cross-referenced against major lender closing requirements — not just stored in a folder.
Instant Deficiency Detection
Document Issue Detection for Major Lender Closing Requirements. Exceptions and missing data points surface immediately, weeks before closing day.
Automatic Routing
Findings are routed to the right party — borrower, lender, closer, or TM — the instant they're detected, with no manual hand-off.
Deal-Specific AI Q&A
Every participant can securely ask the AI about their specific deal and get instant, cited answers — without routing through the transaction manager.
Secure Participant Access
Each participant sees only what's relevant to their role on the deal. Access is scoped, auditable, and revocable.
Measurable ROI from Day One
Track cost per transaction, deals per TM, and time-to-close against your baseline. The impact is visible from your very first closing.
Friction vs. Flow
From passive storage to active intelligence.
Passive Storage Drives
Shared folders and drives just sit there. They store documents, but they don't read, flag, or route them.
Active Deal Intelligence
Transact IO instantly reads every incoming document, cross-referencing it against lender closing requirements.
The Midnight Crisis
Critical deficiencies buried deep in third-party reports go unnoticed until closing day, throwing the team into chaos.
Instant Deficiency Triggers
Exceptions and missing data points flash red the second they land, giving you weeks to solve them—not hours.
The Inbound Bottleneck
Every routine question from a borrower or closer routes to the TM, wasting hours hunting for details in PDFs.
Autonomous Q&A Layer
Every deal participant can securely ask the AI questions about their specific deal and get instant, cited answers.