Built for Transaction Coordinators
The intake that delivers itself.
Share one link with your agents. They upload the agreement, AI pre-fills the form, and your polished cover sheet lands in your inbox while structured data flows to your workflow tools — no chasing, no logging in, no retyping.
See it in actionTry it yourself
Upload a purchase agreement to see the guided intake, AI-assisted prefill, and the cover sheet PDF.
New intake
Choose your role, then upload the agreement.
Agents should not have to fight a form. Upload the document, answer only what is still missing, and move on.
Step 1
Choose your role
We use this to map the right agent details into the intake.
Cover Sheet PDF
Intake Cover Sheet
Structured for quick TC review — delivered automatically.
Sale Price
$560,000
Submitted Mar 4, 2026
Parties
Agent
Jordan Vale
jordan@example.com · (555) 111-2222
Seller
Piper Stone
Buyer
Michael Torres
Deal Details
What You Get
A cover sheet designed to be the deliverable.
Norma Intake turns every agent submission into a branded, structured PDF delivered to your inbox — and structured data forwarded to your workflow tools. Ready to scan, trust, and file. No reformatting, no chasing, no extra steps.
What gets extracted
- Property address, price, and key dates
- Agent and party contact details
- Commission structure and referral data
- Title, attorney, HOA, and access notes
What stays human-reviewed
- Confirm AI-filled values before submitting
- Correct anything the agreement presents unusually
- Add operational notes that are not in the contract
The problem
Most TCs cobble together intake with emails, Google Forms, and hope.
Agents send half-filled PDFs, forget key dates, leave out commission details. You end up re-reading the agreement yourself just to build the file.
Norma Intake fixes this at the source — the agent does the intake right the first time, and the completed data is delivered to your inbox and your tools without you lifting a finger.
How It Works
Three steps — and the last one happens for you
Share your intake link
Generate one reusable link and send it to every agent you work with. No accounts, passwords, or app installs on their end.
Agents upload, AI extracts
Agents drop in the purchase agreement. AI reads the document and pre-fills the intake form. The agent reviews, corrects anything off, and submits.
Data delivered automatically
A branded cover sheet PDF arrives in your inbox while structured data flows to Zapier, Make, or any connected tool — no logging in, no manual steps.
Why TCs choose Norma Intake
Agents actually use it
One link, no login, no account creation. Agents open it, upload the agreement, and submit. You stop chasing people for intake forms.
Delivery on autopilot
Every submission generates a professional cover sheet emailed to your inbox — and forwards structured data to your connected tools. Share your link once and intake runs itself from there.
AI reads the agreement for them
No more retyping from contracts. AI pre-fills the form from the uploaded agreement. Agents review what was extracted, correct anything unusual, and submit.
Your cover sheet arrives the moment an agent submits
Share your link once and your intake workflow runs on autopilot. Every submission generates a branded PDF and delivers it to your inbox — no dashboard checking, no manual downloads.
New Intake: 742 Evergreen Terrace
Norma Intake · Just now
Property
742 Evergreen Terrace
Agent
Jordan Vale
Sale Price
$560,000
Closing
Apr 11, 2026
742-evergreen-terrace-cover-sheet.pdf
Branded cover sheet · Ready to file
Branded cover sheet attached
A structured PDF with property details, parties, commissions, and deal terms — generated automatically from every submission.
File it, forward it, done
The PDF is ready to drop into your transaction file or forward to your team. No downloading from a dashboard required.
Agent gets a confirmation too
Agents receive their own confirmation email so they know their submission went through. Fewer follow-up texts for you.
PDF to your inbox — structured data everywhere else.
Your intake data, everywhere you need it
Connect Zapier, Make, or any app you already use. Every submitted intake is forwarded automatically — no exports, no copy-pasting, no manual data entry.
Zapier
Connected · Synced just now
Make
Connected · Synced just now
Add your own
Any webhook-compatible app or service
Set it and forget it
Connect your tools once. Every future submission is forwarded automatically, with no extra steps from you.
Works with what you use
Zapier, Make, or any app that accepts webhooks. Your intake data arrives in the format your tools expect.
Reliable delivery
Built-in retries make sure your data gets through. If something goes wrong, you can retry with one click.
Pricing
Simple, transparent pricing
Start free with everything you need. Upgrade to Pro when your volume grows.
Free
$0/month
Everything you need to run structured intake — no credit card required.
- ✓ Up to 5 submitted intakes per month
- ✓ AI-assisted document parsing
- ✓ Branded cover sheet PDF
- ✓ Cover sheet PDF emailed automatically
- ✓ Agent confirmation emails
- ✓ Shareable agent intake link
- ✓ Sync to Zapier, Make, or webhooks
FAQ
Common questions
How much does Pro cost?
Pro is $14/month. Start on the free plan with up to 5 submitted intakes per month, then upgrade when you need unlimited volume and a custom intake URL.
What changes when I upgrade to Pro?
Pro removes the 5-submission monthly cap and unlocks a custom share URL for your intake link. Email delivery, workflow sync, AI parsing, and branded cover sheets are included on both plans.
Do agents need to create an account?
No. Agents submit through your shared intake link without any login or account setup. They upload, review, and submit — that's it. This keeps adoption high even when you onboard new agents frequently.
What do I get with each submission?
Every submitted intake generates a professional, branded cover sheet PDF delivered to your email as an attachment. If you have workflow sync connected, the structured data is also forwarded automatically to Zapier, Make, or your webhook destinations. The PDF includes property details, parties, commissions, access information, and deal terms.
Do I need to check the dashboard for new submissions?
No. The cover sheet PDF is emailed to you automatically, and connected workflow tools receive the data at the same time. You can file the PDF from your inbox or let your automations handle it. The dashboard is there if you want it, but you never have to check it.
How does document parsing work?
Agents upload a purchase agreement as a PDF or image. AI reads the document and pre-fills the intake form. The agent reviews and corrects anything before submitting — so you always get human-verified data.
What kinds of agreements does it support?
It is built to read residential purchase agreements and map common transaction details into the intake. Because agreement formats vary, every submission includes human review before it becomes final.
Can I send intake data to my other tools?
Yes. Every plan includes built-in workflow sync that automatically forwards submissions to Zapier, Make, or any webhook-compatible app. Set up your destinations once and new intakes flow through automatically — no manual exports or copy-pasting.
Ready to stop chasing agents for clean files?
Create your intake link in under two minutes. Share it once, and every future submission delivers your cover sheet and structured data wherever you need it — free to start, $14/month for unlimited.